MUHAMMED IRSHAD MAILANJI
Dubai
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Advisor
ZURICH INTERNATIONAL LIFE
2024.01 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Sales Associate
FGF MANAGEMENT SERVICES (DSA ENBD BANK)
2023.01 - 2023.11
- Assist sales managers by overseeing the sales staff and developing and implementing strategies to improve company sales.
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
OPERATIONS & BUSINESS DEVELOPMENT MANAGER
RELIANCE LIFE INSURANCE COMPANY LIMITED
2021.11 - 2023.03
- Managing overall operations in an insurance setting
GENERAL OPERATIONS/ LOAN PROCESSOR AND MARKETING MANAGER
ICICI BANK NRE SERVICE
2021.11 - 2023.03
- Keep on finding NRE Prospectus and pitching
INSURANCE OPERATION AND BUSINESS DEVELOPMENT MANAGER
BIRLA SUNLIFE INSURANCE COMPANY
2015.11 - 2021.10
- Managing overall operations in an insurance setting
ASSISTANT BRANCH MANAGER
UAE EXCHANGE CENTRE LLC
2008.10 - 2015.09
- Ensure that all safety and control measures are being implemented in the branch as per
Education
MBA -
IGNAU
ONGOING 06.2023
MCOM IN FINANCE AND MANAGEMENT -
UNIVERSITY OF KANNUR, KERALA
KERALA06.2007
Skills
- Sales Initiatives
- Client Relationship-Building
- Sales Transaction Processing
- Contract Negotiation and Closing Strategies
- Sales Training
- Cold Calling
- Sales Analysis
- Overseeing Daily Activities
- Brand Promotion
- CUSTOMER SERVICE AND RELATIONSHIP BUILDING
- BRANCH OPERATION MANAGEMENT
Certification
UAE DRIVING LICENCE - 2095186
Additional Information
Best Staff Awards UAE Exchange UAE Operations,Service Champion Award UAE Operations
Languages
Arabic
English
Hindi
Urdu
Malayalam
Tamil
Personal Information
- Title: MIDDLE LEVEL MANAGER
- Date of Birth: 04/04/1982
References
References available upon request
Timeline
Financial Advisor
ZURICH INTERNATIONAL LIFE
2024.01 - Current
Sales Associate
FGF MANAGEMENT SERVICES (DSA ENBD BANK)
2023.01 - 2023.11
OPERATIONS & BUSINESS DEVELOPMENT MANAGER
RELIANCE LIFE INSURANCE COMPANY LIMITED
2021.11 - 2023.03
GENERAL OPERATIONS/ LOAN PROCESSOR AND MARKETING MANAGER
ICICI BANK NRE SERVICE
2021.11 - 2023.03
INSURANCE OPERATION AND BUSINESS DEVELOPMENT MANAGER
BIRLA SUNLIFE INSURANCE COMPANY
2015.11 - 2021.10
ASSISTANT BRANCH MANAGER
UAE EXCHANGE CENTRE LLC
2008.10 - 2015.09
MBA -
IGNAU
MCOM IN FINANCE AND MANAGEMENT -
UNIVERSITY OF KANNUR, KERALA
UAE DRIVING LICENCE - 2095186
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