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Vinoy Dalal

Relationship Manager at Interactive Insurance Brokers LLC
Intro Book
Vinoy Dalal is a seasoned financial expert with 10+ years of experience in insurance, investments, and wealth management, holding various leadership roles in Dubai, UAE.
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Location
Dubai, United Arab Emirates, AE
Languages
  • Hindi -
  • English -
Skills
  • Insurance
  • Investments
  • Portfolio Management
  • Financial Planning
  • Customer Relations
  • Show all
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Bio

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Credentials

  • Creating Your Sales Process
    LinkedIn
    Apr, 2020
    - Apr, 2026
  • Marketing on LinkedIn
    LinkedIn
    Apr, 2020
    - Apr, 2026
  • Marketing Tools: Digital Marketing
    LinkedIn
    Apr, 2020
    - Apr, 2026
  • The Six Morning Habits of High Performers
    LinkedIn
    Apr, 2020
    - Apr, 2026
  • Understanding Capital Markets
    LinkedIn
    Apr, 2020
    - Apr, 2026
  • Award in Financial Planning- CII
    Chartered Insurance Institute

Experience

  • Interactive Insurance Brokers LLC
    • Dubai, United Arab Emirates
    • Relationship Manager
      • Apr 2014 - Present
      • Dubai, United Arab Emirates

      Assisting individuals in making healthy financial decisions that will lead to financially secured lives.

  • New Age Insurance Brokers
    • Dubai, United Arab Emirates
    • Financial Consultant
      • Apr 2010 - Jan 2014
      • Dubai, United Arab Emirates

      Working with Clients towards securing their financial Future by means of Income Protection, Wealth Creation and multiplication of Savings

  • Compass Financial Services
    • Dubai
    • Financial Architect
      • Aug 2007 - Feb 2010
      • Dubai

      Provide highly strategic and tactical leadership as Financial Architect with the main focus on managing Customer Relationships Management, acquisition of new client relationships, retain and add profitable relationships for growth and development of the Wealth Management Portfolio, meeting revenue targets for Investments business, achieve high levels of service standards and maximize client satisfaction. Reporting to the Director of Sales.

  • Centrum Financial Services Ltd.
    • Executive
      • 2006 - 2007

Education

  • The Chartered Institute for Securities & Investment (The CISI)
    International Certificate in Wealth and Investment Management, Wealth & Investment
  • 2008 -
    Chartered Insurance Institute (U.K.)
    Award in Financial Planning, Financial Planning and Services
  • 2002 - 2005
    Sikkim Manipal University - Distance Education
    Master of Business Administration (M.B.A.), Finance and Financial Management Services
  • 1999 - 2001
    KLS Gogte college of Commerce
    Bachelors In Business Administration, Finance & Marketing
  • 1989 - 1996
    Red Rosary High School
    Secondary School Certificate, HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES

Suggested Services

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Industry Focus. “Insurance”

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