Experience

PWS Gulf Insurance Brokers LLC

• United Arab Emirates
• Insurance
• 1 - 100 Employee

• Senior Financial Advisor

  • Aug 2020 - Present



Nexus Insurance Brokers LLC

• United Arab Emirates
• Financial Services
• 400 - 500 Employee

• Senior Executive Consultant

  • Dec 2018 - Jun 2020



Mashreq

• United Arab Emirates
• Banking
• 700 & Above Employee

• Investment Specialist

  • Feb 2016 - Sep 2018

  My job is based on relationship management. acquiring/handling retail banking client for new wealth/insurance business.Cross selling all Wealth/banca products like Insurance, Mutual funds, Structure notes, Equity, Bonds

• Relationship Manager- Mashreq Gold

  • Apr 2015 - Jan 2016



FGB

• United Arab Emirates
• Banking
• 700 & Above Employee

• Relationship Manager- Wealth

  • May 2012 - Feb 2015

  Was working as Relationship Manager and was responsible for sourcing new clients for bancassurance and wealth business. Consulting clients on Financial planning and portfolio management. Dealing with all kind of financial products like Equity, Mutual funds, Life Insurance, Bonds. Was working as Relationship Manager and was responsible for sourcing new clients for bancassurance and wealth business. Consulting clients on Financial planning and portfolio management. Dealing with all kind of financial products like Equity, Mutual funds, Life Insurance, Bonds.



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Relationship Manager- Wealth (Branch Banking)

  • Oct 2011 - Apr 2012

  I was responsible for generating revenue and profitability of branch. I was also responsible for sourcing and customer relationship management. Advising clients on different products like Equities, MFs, Life Insurance, Loans(personal, auto, home). Having a successful track record of generating good size revenue month on month for the bank. I was responsible for generating revenue and profitability of branch. I was also responsible for sourcing and customer relationship management. Advising clients on different products like Equities, MFs, Life Insurance, Loans(personal, auto, home). Having a successful track record of generating good size revenue month on month for the bank.



ICICIdirect

• India
• Financial Services
• 700 & Above Employee

• Sr. Relationship Manager- Wealth Management

  • May 2009 - Sep 2011

  Started working as Relationship manager and have been promoted to Sr. Relationship Manager within the given time. One of the best organization to work with high customer centric and focused on customer relationship management. Given complete solution to the customer in terms of financial planning and designing of customized portfolio. Dealt with all kind of financial products like Equity ( Primary, secondary), Share trading, bonds, Private Equity, PMS service, Structured products, Debentures, Life Insurance, Mutual Funds. Show less