Professional Documents
Culture Documents
PERSONAL SUMMARY
A proactive and commercially astute Financial Consultant with over six years of Financial and Business development
experience. Astute in utilizing a wide array of financial products and knowledge to help clients meet their goals with
regards to protection, retirement planning, estate planning, investment advice, tax strategies. Adept in maintaining
strong business relationships through referral based network building.
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CERTIFICATIONS AND TRAINING
Preparing for CII qualification as part of professional development initiated - January 2019
Personal and Financial Planning by University of Florida through Coursera – January 2019
Financial Markets (with Honors) by Yale University through Coursera- December- 2018
Forensic Accounting & Fraud Examination by West Virginia University through Coursera- December 2018
Completed Authorized Consultant Training by Nexus Training Academy, UAE - November 2018
Finance Fundamentals: Investment Theory and Practice by the Open University – October 2018
Pursuing Six Sigma course from the PMI Institute by LinkedIn Learning since October 2018
CISI-1 Introduction to International Investments and Securities - Certified –April 2018.
Completed Consultant Training for Securities and Investments - deVere Acuma, UAE – February 2018.
PROFESSIONAL EXPERIENCE
Trained on various Insurance solutions – Life, Savings, Individual, Commercial, Group and Medical.
Advising clients on short to medium and long term investment solutions using mutual fund platforms.
Provide in-depth financial advice for NRI’s with financial restructuring and goal based solutions.
DeVere Acuma Insurance Brokers LLC – Dubai, UAE (Temporary Contractual Basis)
Associate Wealth Advisor – June 2018 – August 2018
Established relationships with over 500 prospective clients through various mediums (Social Media).
Extensively trained on UK Pensions, Regular Savings & Investments, Mutual Funds Portfolio building.
Telephonic appointment fixing by following a tailor made script and distinctive objection handling.
Part of the Indian demographic of the regional office in Dubai, focusing on HNW individuals.
Bancassurance Relationship Manager – Life Insurance (DBS Bank)
Aditya Birla Sun life Insurance Co. Ltd. – (Bangalore, India) - Feb 2017- Dec 2017
Up-selling and Cross selling of Traditional, ULIP, Healthcare Insurance and Endowment policies.
Developed sales and initiated marketing and promotional activities by selective marketing.
Managed to maintain a portfolio of INR 7.5 million from client’s policies.
Earned Certificate of Excellence and Achievement award from the country head for target achievement.
Worked closely with 2 high performing business units – the specialty chemicals division (IS4IS) &
Information Technology division - Global Sources InfoTech (GSIT) on close to $ 1.5 Million projects.
Represented Nidal Group for Poly Europe B.V for Oil & Gas Pipeline Cleaning solutions in KSA.
Took initiative in representing the company for various conferences and exhibitions in KSA.
Assisted the vendor registration and raising tenders and BOQ’s for Saudi Aramco & SEC projects.
SPOC for their SAP consulting services. Represented Blue Pencil South Africa in KSA.
Introduced and demonstrated to various clients across East and Central Saudi Arabia :
1. People link - integrated communication solutions,
2. Security cameras - Security management solutions
3. Vehicle surveillance systems (Blackvue, Korea),
4. Building and Perimeter Access control Systems KABA AG (Germany), ZK-Tech (Korea).
5. FERNS IT – ERP Systems (UK) – hospitality, education and logistics management solutions.
Handled and assisted in employee reimbursement and corporate Accounts Payable for TIMKEN India
Ltd., and Timken Engineering and Research India Ltd.
SPOC for receiving bills, documents supporting the Accounts Payable team and assisted the Finance
team during LR Audit, SOX Audit, Month end book closures.
Received hands on training on SAP basics during migration from Tally 9.1 to SAP.
Initial signatory for Cash and Bank operations (Verification, Documentation and Journal/ Ledger entries).
ACADEMIC QUALIFICATIONS
IT SKILLS
PERSONAL DETAILS