Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline

Geraldine Nickels Lahiri

Senior Business Development Manager
Dubai

Summary

Results-driven, dynamic Senior Manager with a proven track record of driving revenue growth, implementing strategic initiatives, and managing high-performing teams in premier banking environments. Adept at developing and nurturing key client relationships, delivering exceptional customer service, and leading end-to-end marketing and business management activities. Skilled in driving operational efficiency, forging strategic partnerships, and maximizing profitability. Committed to delivering excellence and achieving sustainable business growth.

Overview

28
28
years of professional experience
3
3
Languages

Work History

Customer Service, Operations & Marketing Head

Doctor Well Veterinary Clinic
Dubai, UAE
06.2021 - 01.2023
  • Spearheaded the successful establishment of a veterinary clinic, from licensing to launch, resulting in a client base of over 1800 customers and generating AED 1.9 million in the first year
  • Developed and executed comprehensive marketing strategies, driving consistent customer growth of 120% month-on-month
  • Orchestrated the clinic's participation in conferences, exhibitions, and on-ground events, attracting new clients and vendors
  • Forged strategic partnerships within the pet industry, expanding the customer base and strengthening brand presence
  • Implemented targeted digital advertising campaigns, resulting in over 2000 social media followers within the first 6 months
  • Maintained an exceptional customer satisfaction rating of 4.9, reflecting a commitment to outstanding service.
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Analyzed and reported on key performance metrics to stakeholders

Head of Marketing and Sales

Berns Brett Masood Insurance Brokers
Dubai, UAE
10.2019 - 09.2021
  • Established and led a new vertical within the organization, driving effective marketing and sales strategies
  • Planned and executed annual award events and gala dinners, catering to over 200 attendees
  • Developed and implemented comprehensive marketing strategies for the new vertical, supporting the sales team in achieving growth targets
  • Managed relationships with highnet-worth (HNW) clients, ensuring superior customer service and high retention rates
  • Organized quarterly training programs and reward and recognition initiatives, fostering a high-performance culture
  • Streamlined administrative and operational processes, optimizing event and expense policies for increased efficiency.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

Area Manager

Bancassurance, Orient Insurance
Dubai, UAE
12.2016 - 09.2019
  • Led a high-performing team of 20 sales executives, driving cross-selling and distribution of insurance products to HNW clients of partner banks
  • Assessed reports to evaluate performance, develop targeted improvements, and implement changes.
  • Capitalized on new sales and business opportunities when developing partnerships with other companies, successfully increasing sales volume by 72%.
  • Proactively acquired and activated new partners in the IFA Channel, contributing to business growth in 2017 and 2018
  • Planned and executed successful reward and recognition programs and events for the individual life team
  • Collaborated closely with the leadership team to develop strategies for business expansion through existing and new channels
  • Supported operations in creating partner agreements, designing sales and operations procedures, and enhancing customer documentation.
  • Modeled strong negotiation skills to help team members close tough deals with lucrative clients.

Senior Wealth Manager

United Arab Bank
Dubai, UAE
06.2015 - 07.2016
  • Successfully acquired and maintained relationships with new high-net-worth individual (HNI) clients, achieving set objectives
  • Orchestrated loyalty programs, events, and a gala ball for luxury clients
  • Collaborated with branch heads to establish a Client Relations Program, reengaging the orphaned/inactive client base
  • Provided investment and insurance options to clients, cross-selling other bank products
  • Ensured exceptional customer experience through prompt resolution of requests and a focus on service excellence.
  • Proved successful working within tight deadlines and a fast-paced environment.

Manager

IFA Channel UAE
Dubai, UAE
01.2013 - 05.2015
  • Formulated and implemented the New Business & Marketing Strategy for the setup of the new IFA Channel
  • Coordinated product launches, exhibitions, client events, and promotional activities to increase product awareness
  • Identified and acquired new business partners, cultivating long-term relationships to contribute to company growth
  • Provided training and ongoing marketing support to internal and channel partner teams
  • Conducted regular training sessions on products and effective sales strategies.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Senior Account Manager

Citibank
Dubai, UAE
09.2009 - 12.2012
  • Managed and developed the Citibank relationship, driving growth in the insurance business across all branches
  • Collaborated with private banking and priority relationship managers to meet HNW clients' investment and insurance requirements
  • Fostered partnerships with different lines of business, cross-selling Bancassurance products to clients
  • Organized competitions, reward and recognition programs, and branch events for relationship managers
  • Led the relocation of 300 employees and the successful launch of a new MetLife office.
  • Worked on the creation of new product / service offerings to better meet the needs of existing markets and exploit those opportunities to bring in more revenue and an enhanced image.
  • Closed business deals with partner businesses to increase company profits 221%.
  • Developed deep knowledge of customer businesses and relationship to company objectives.
  • Developed and implemented strategies to increase client retention.
  • Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.

Associate Vice President, Acting Branch Manager

HSBC
01.2006 - 12.2008

Manager

NRI Services, ABN AMRO Bank
01.2005 - 12.2005

Regional Manager

NRI Services, HDFC Bank Limited
01.2001 - 01.2005

Relationship Manager

NRI Services, Standard Chartered Bank
05.1995 - 12.2000

Education

Bachelor of Arts - English

Loreto collage , India

Diploma - Information and System Management

Aptech

Skills

Strategic Planning and Executionundefined

Accomplishments

Awards and Recognition:


MetLife

Employee of the Quarter - Q4 2010

Highest ANP Sales – Bancassurance in 2010 & 2011


HSBC

Champion of Champion Awards for Best Sales and Service Person in the branch category (Oct’06 - Dec’06)

"Top Branch in Sales" Olympics Award in April 2006 as Acting Branch Manager

Heroes Award for highest sales in Customer Acquisition, Mutual Funds, and Insurance (Jun’07 - Sep’07)

ACE Award for the highest insurance premium sales in the branch category (Feb’08, Apr’08, May’08, Jun’08)

Timeline

Customer Service, Operations & Marketing Head - Doctor Well Veterinary Clinic
06.2021 - 01.2023
Head of Marketing and Sales - Berns Brett Masood Insurance Brokers
10.2019 - 09.2021
Area Manager - Bancassurance, Orient Insurance
12.2016 - 09.2019
Senior Wealth Manager - United Arab Bank
06.2015 - 07.2016
Manager - IFA Channel UAE
01.2013 - 05.2015
Senior Account Manager - Citibank
09.2009 - 12.2012
Associate Vice President, Acting Branch Manager - HSBC
01.2006 - 12.2008
Manager - NRI Services, ABN AMRO Bank
01.2005 - 12.2005
Regional Manager - NRI Services, HDFC Bank Limited
01.2001 - 01.2005
Relationship Manager - NRI Services, Standard Chartered Bank
05.1995 - 12.2000
Loreto collage - Bachelor of Arts, English
Aptech - Diploma, Information and System Management
Geraldine Nickels LahiriSenior Business Development Manager