Waqas Babar, Wealth Manager

Waqas Babar

Wealth Manager

Globaleye

Lieu
Émirats Arabes Unis - Dubaï
Éducation
Baccalauréat, Economics & Management Science
Expérience
17 years, 7 Mois

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Expériences professionnelles

Total des années d'expérience :17 years, 7 Mois

Wealth Manager à Globaleye
  • Émirats Arabes Unis
  • Je travaille ici depuis août 2013

Recruiting, developing and nurturing new starters into successful Wealth Managers
Responsible for providing comprehensive financial planning solutions to individuals
Advice on tax wrappers, estate planning, lump sum investments, UK pensions, structured products, prime real
estate, mutual funds, savings & protection products
Manage and build client relationships to grow accounts
Providing regular portfolio updates to clients and introducing new opportunities
Adhere to strict compliance requirements
Manage relationships with third party product providers
Delivering product training to new starters
Managing and exceeding sales and revenue targets by over 50%
Organise regular networking events for clients and prospects

Team Manager à deVere Group
  • Émirats Arabes Unis
  • août 2011 à décembre 2011

I joined the organisation as a Business Development Manager and during my first year I was promoted to sales
manager where I recruited, developed and managed a team of sales executives. I headed various campaigns to
increase market awareness and increase client base as I was part of starting up offices in new locations. In my
second year I increased revenue and productivity of my team by over 35%.

Wealth Manager à deVere Group
  • Qatar
  • août 2011 à août 2011
Territory Sales Manager à Welcome Financial Services Ltd
  • Royaume Uni
  • janvier 2005 à juillet 2007

Offering personal secured and unsecured loans to clients by advising them on their individual needs. I
managed a team of account managers within my territory being responsible for their performance and
development within the organisation. My accountability within the role was based on the performance of my
territory in relation to my KPI’s which due to the growth of my client portfolio and consistency of results I
managed to over achieve on a yearly basis. From date of joining till when I left I increased territory revenue
by 52%.

Mortgage Sales Consultant à NatWes
  • Royaume Uni
  • mars 2001 à décembre 2004

Offering tailor made mortgage advice to both in house and external clients through a range of the banks’
mortgage products. Achieved and exceeded sales & service targets from quarter to quarter by at least 10% and
was asked to be involved in the training and development of colleagues within my department.

Éducation

Baccalauréat, Economics & Management Science
  • à De Montfort University
  • janvier 2002
Etudes secondaires ou équivalent, Statistics, Computer Science
  • à Solihull Sixth Form Colleges School
  • janvier 1999

Specialties & Skills

Consulting
Communicator
Leadership
Teamwork
CUSTOMER RELATIONS
FINANCIAL
FINANCIAL PLANNING
INVESTMENTS
MANAGEMENT
NETWORKING
PERSONAL

Langues

Anglais
Expert
Urdu
Moyen
Arabe
Débutant
Hindi
Moyen
Punjabi
Débutant