Amit Jariwala

As Head of Business Development for M1 Specialty in the Middle East, I drive strategic growth initiatives, forge key partnerships, and expand our market presence across the region.

My role involves: • Identifying new business opportunities. • Cultivating client relationships. • Leading cross-functional teams to achieve revenue targets. I am committed to delivering innovative solutions that meet clients’ needs while ensuring alignment with corporate goals, fostering sustainable growth, and elevating M1 Specialty’s brand in the Middle East market.

• Responsible for setting up broker and advisor channel for the group for marketing investment, insurance, financial markets, Crypto, Mortgages, real estate investments etc.
• Presenting every product line to distribution partners and ability to qualify new business opportunities.
• Participate as a full partner in Broker Relations activities including strategy, meeting agendas and team objectives.
• Summaries and distribute quantitative and qualitative information received from brokers on a team-by-team basis.
• Identify underperforming areas, brokers and classes and implement strategies to improve performance.

• Servicing HNI and priority customers. providing excellent customer service by resolving queries, giving customize solutions and handling escalations both in person and on call.
• Responsible for training level 1 representatives on how to manage new assigned files from scratch, handling tough customers, resolve queries and provide simple workable solutions. Personally, handling files with high complexity or potential fraud.
• Provide & maintain clear and precise documentation of all conversations and file activity and communicate with other departments through the handling of the file (Underwriting, CAD, Claims, Subrogation, TPI).

To strategically identify and sign brokers / IFA’s on mutually agreed terms of business, provide training and support to existing partners, and negotiate and manage contracts and agreements in UAE.

· Responsible for setting clear goals for channel sales, designing and implementing strategies to mee these goals, and to tracking progress towards them.

· To coordinate with brokers/IFA’s to ensure they have the resources and information to sell the company’s products or services effectively.

· Collaborate with various teams like sales, marketing and product development in Dubai and India to align channel strategies with overall business goals.

· Analyze market trends, track competition, and address potential issues to improve channel performance.

• Uses knowledge of all aspects of claims handling in evaluating exposure; recommends and directs action plans for issue or case resolution of total loss and complex claims.
• Articulates and documents clear and concise file notes to allow stakeholders to understand the issues and path to resolution.
• Utilizes special account instructions to obtain individual customer information and adhere to instructions.
• Identifies, initiates, and coordinates various specialized services such as subrogation, fraud evaluation or case management review to resolve claims.
• Establishes and maintains effective relationship with internal and external customers and coworkers; communicates effectively and timely.
• Mentors/coaches account representatives and account specialists; facilitates round table discussions within the assigned team.

• Demonstrated exceptional organization and planning abilities, maintaining smooth-running, fast-paced sales departments, channel partners and IFA network.
• Successfully built the WM and bancassurance business from about $1.5 M (gross) revenue to $12 M (gross) revenue per year and over $300 M AUM in 3 years. Created a successful HNW/UHNW wealth management team consists of Team Managers, RMs and sales officers to provide customer centric services to our clients.
• Setup/managed team of branch RMs for cross selling WM and banca products to existing as well as walk-in customers of the branch. Attending monthly meetings with team managers to identifying the gaps and to work on the key areas for improvement in the sales process.
• Used extensive experience in B2C and B2B sales to recruit and train high-achieving sales teams. Improved net new client acquisition through effective team coaching and development and created and executed high-performing sales strategies.

• Managing a team of RMs for ABUDHABI and ALAIN region for Employee Banking and Business Development.
• Build and manage relationships with external stakeholders like HR heads, payroll heads and finance heads & with internal stakeholders BRANCHS, WBG, CBG, PB, PREMIUM BANKING for sourcing EB business and business development.
• Monitored and responded to competitor activity to stay ahead of marketplace trends. Met financial goals with organized strategies focused on proper management of expenses and income.
• Achieved management objectives, consistently hitting deadlines and performance targets. Oversaw employee recognition program to encourage professional development and high performance.

• Managing a cluster for selling WM products (Bonds, structure notes, mutual funds, Single premium mid to long term investments backed with insurance and banca products of Zurich, MetLife, Friends provident, Sunlife) which consists of 4 teams working on DST model, 1 Arabic team exclusively dealing with UAE nationals and Arabic expats (TAKAFUL), Cross sell team of RMs stationed in branches, as well as cross sell initiative through Liability segment, credit card and PIL.
• Joined FGB as Team manager. Got promoted within 1 year as Sr. Team Manager and within 2 years as Cluster Head as my team contributed more then 30% of the entire revenue generated by the department. Got special recognition from Head of Wealth and Retail head for producing highest revenue, highest team productivity and lowest claw back consistently for 3 years in a row. Achieved over $50 M AUM in 3 weeks of launching single premium leverage structure note by our WM product team in collaboration with LIC of India.

• Responsible for establishing full agency model by recruiting Branch Managers, Sr Sales Unit Managers, Sales Unit Managers, and guide applicants through the selection process.
• Promoted safe working environment by implementing regulatory standards, policies and guidelines.
• Implemented more efficient processes and reduced wasted resources. Diffused challenging situations using conflict management techniques.
• Planned rotas to maintain high service levels while minimising payroll costs. Met budget targets through responsible planning and resource allocation.

• Supervised a group of RO/SRO responsible for acquiring NTB customers, promoting WM and insurance offerings among existing clients, and fostering stronger customer relationships.
• Consistently provided support to new ROs during client meetings resulting in successful deal closures.
• Ensured that every individual achieved their sales and collection targets.
• Facilitated product training and support to enhance sales person's understanding of products such as Zurich, FPI, SALAMA, ALICO etc.