Unit Manager
EFU Life Assurance Ltd
مجموع سنوات الخبرة :18 years, 8 أشهر
As a Unit Manager, I am managing a sales force of 22 consultants. My job description includes:
• Acting as an advisor to the customers in respect of their insurance policies, risks associated with their policies and supporting them in claims management.
• Analyzing statistical data, such as mortality, accident, sickness, disability, and retirement rates and constructing probability tables to forecast risk and liability for payment of future benefits.
• Determining premium rates.
• Establishing cash reserves necessary to ensure payment of future benefits for clients.
• Achieving business goals set by the company through direct sales or providing support to the sales team when needed.
• Recruiting sales consultants. Providing training on product, services, cold-calling and other techniques to the sales team to increase their productivity.
• Periodic performance appraisal of sales force through informal discussions and formal quarterly reviews.
• Coaching, mentoring and on the job training of low performing sales consultants.
• Meeting with the group manager on periodic basis and devising strategies for successful sales.
• Identifying potential customers and companies for pitching sales and developing business plans for the prospective clients or companies.
• Liaison with manager of EFU general insurance Ltd and EFU Allianz Health Ltd to close B2B corporate sales.
Key Achievement:
• Negotiating long-term agreement with companies such as NESCOM, ZTBL.
• 2013: Identified as top performer.
• 2013: Star sales manager of the year.
Provided onsite and telephone support to priority customers.
* Partnered with technical support and sales to ensure that priority customers were satisfied with the
resolution of their issues.
* Produced notable results in customer retention of merchandise even under the least favorable
conditions.
* Set up return authorization for customers and ensured all billings were adjusted
* Managed and updated the priority customer’s database.
Key Achievement:
* Providing customer support to more than 15 % of the priority customers in Zong-GSM
* Increasing the sales up to 15%.
Provided onsite and telephone support to priority customers.
* Partnered with technical support and sales to ensure that priority customers were satisfied with the
resolution of their issues.
* Produced notable results in customer retention of merchandise even under the least favorable
conditions.
* Set up return authorization for customers and ensured all billings were adjusted
* Managed and updated the priority customer’s database.
Key Achievement:
* Providing customer support to more than 15 % of the priority customers in Zong-GSM
* Increasing the sales up to 15%.
Budgeting, bank reconciliations, disbursement of funds.
* Responses for financial queries by auditors.
* Preparation and management of Purchase Orders, financial statements, balance sheets and cash flow
Budgeting, bank reconciliations, disbursement of funds.
* Responses for financial queries by auditors.
* Preparation and management of Purchase Orders, financial statements, balance sheets and cash flow
International Organization for Migration (IOM)
* Preparation of payroll, petty cash accounts, verification of invoices and documents submitted by
suppliers and service providers.
* Preparation of Purchase Requests, Medical Claims, bank payments.
International Organization for Migration (IOM)
* Preparation of payroll, petty cash accounts, verification of invoices and documents submitted by
suppliers and service providers.
* Preparation of Purchase Requests, Medical Claims, bank payments.
Finance Unit
* Preparation of monthly payroll, Purchase Orders, Vouchers.
* Data Entry and maintenance of companies balance sheet.
* Handling Medical Claims.
* Preparing Monthly Payroll for the employees.
3
* Preparing purchase orders
Finance Unit
* Preparation of monthly payroll, Purchase Orders, Vouchers.
* Data Entry and maintenance of companies balance sheet.
* Handling Medical Claims.
* Preparing Monthly Payroll for the employees.
3
* Preparing purchase orders
Providing customer support for the provision of bank loans and mortgage services in USA.
* Analyzing applicants' financial status, credit, and property evaluations.
* Obtaining and compiling copies of loan applicants' credit histories, corporate financial statements.
* Meeting loan acquisition targets provided by the Project Manager
* Worked on different projects relating to sale of different 3G Contracts in UK and USA.
Providing customer support for the provision of bank loans and mortgage services in USA.
* Analyzing applicants' financial status, credit, and property evaluations.
* Obtaining and compiling copies of loan applicants' credit histories, corporate financial statements.
* Meeting loan acquisition targets provided by the Project Manager
* Worked on different projects relating to sale of different 3G Contracts in UK and USA.
Liaison with manager of EFU general insurance Ltd and EFU Allianz Health Ltd to close B2B
corporate sales.
Key Achievement:
* Negotiating long-term agreement with companies such as NESCOM, ZTBL.
Liaison with manager of EFU general insurance Ltd and EFU Allianz Health Ltd to close B2B
corporate sales.
Key Achievement:
* Negotiating long-term agreement with companies such as NESCOM, ZTBL.
CFA level I qualified)
: hasnain.zaidi@gmail.com : HZaidi79 : 0092 3445220657
Personal Details:
Employment History
I am managing a sales force of 22 consultants. My job description includes:
* Acting as an advisor to the customers in respect of their insurance policies, risks associated with their
policies and supporting them in claims management.
* Analyzing statistical data, such as mortality, accident, sickness, disability, and retirement rates and
constructing probability tables to forecast risk and liability for payment of future benefits.
* Determining premium rates.
* Establishing cash reserves necessary to ensure payment of future benefits for clients.
* Achieving business goals set by the company through direct sales or providing support to the sales
team when needed.
* Recruiting sales consultants. Providing training on product, services, cold-calling and other
techniques to the sales team to increase their productivity.
* Periodic performance appraisal of sales force through informal discussions and formal quarterly
reviews.
CFA level I qualified)
: hasnain.zaidi@gmail.com : HZaidi79 : 0092 3445220657
Personal Details:
Employment History
I am managing a sales force of 22 consultants. My job description includes:
* Acting as an advisor to the customers in respect of their insurance policies, risks associated with their
policies and supporting them in claims management.
* Analyzing statistical data, such as mortality, accident, sickness, disability, and retirement rates and
constructing probability tables to forecast risk and liability for payment of future benefits.
* Determining premium rates.
* Establishing cash reserves necessary to ensure payment of future benefits for clients.
* Achieving business goals set by the company through direct sales or providing support to the sales
team when needed.
* Recruiting sales consultants. Providing training on product, services, cold-calling and other
techniques to the sales team to increase their productivity.
* Periodic performance appraisal of sales force through informal discussions and formal quarterly
reviews.
courses: SZABIST, Islamabad. * Bachelors in Business Administration (BBA-Finance) SZABIST Islamabad. * Chartered Financial Analyst-Level I (Cleared) CFA Institute (USA).
courses: SZABIST, Islamabad. * Bachelors in Business Administration (BBA-Finance) SZABIST Islamabad. * Chartered Financial Analyst-Level I (Cleared) CFA Institute (USA).