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概要
My aim in life is to present myself as more creative than others and to prove my worth through my work, by capitalizing on my skills and resources.· Hold Bachelor’s Degree in Commerce. (B-COM)· 17+ years of Experience from Financial Institutes, Banks, Insurance companies (Ops + Sales).· Generating the Business for the company from the cluster of Agency allotted and defined targets, developed and implemented sales strategies that led to the team sales goals.· Responsible for driving sales to achieve targets, recruit and build a cooperative workforce team in each branch · Manage the daily operation across the multiple branches.
工作经历
Cluster Manager
Wealth Manager (Banca - MCB ISLAMIC Bank): Aug 2018 –till Date
· Analytical Skills, Focus on smart Investment,
· Managing 12 Branches of MCB Islamic (East Region) and respective RM’s & BDO’s (sales staff)
· Hiring & Training new employees, dealing with staff performance evaluations, terminations etc.
· Life, Investment, & insurance Plans offered with Risk & Return relationship,
· Monitoring and controlling budgets and expenses, initiating actions to strengthen results,
· Providing advisory services to Relationship Managers (RMs) on Universal Life and other suitable Premier products. Includes interpretation & forecasting of economic data,
· Transformation into actionable trade or product ideas, sourcing of investment products.
· Portfolio counseling to clients (market views, trade ideas, explanation of products) by co-operating with RMs on joint client meetings, and preparing investment proposals.
· Conduct Training for RMs on Unit Trusts, investment basics, allocation strategies, etc.
· Meet assigned Targets with passion, MCB All Promo’s Winner.
· Professional Achievements Promo s Qualifications:
