JITHU JOSE
ABU DAHABI,UAE
Summary
Dynamic financial professional with five years of experience in the financial sector, complemented by advanced academic credentials including an MBA with a specialization in finance and marketing, as well as CII Certification. Demonstrates exceptional written and verbal communication skills, alongside a keen understanding of business dynamics and current market trends. Known for versatility and multi-skilling, effectively managing multiple responsibilities while achieving defined goals and objectives. I am now seeking a challenging role within a reputable organization where I can leverage my knowledge and skills to make a significant impact.
Overview
5
5
years of professional experience
6051
6051
years of post-secondary education
1
1
Certification
Work history
Retail banker
EMIRATES NBD ( Innovation Employment Services )
Abu Dhabi
07.2024 - Current
- Acquire new clients for retail banking products.
- Selling of retail banking products such as account opening, personal loan and credit cards.
- Identify clients financial needs.
- Developed strong relationships with customers to boost loyalty and trust.
- Implemented effective cross-selling strategies to increase product uptake.
- Provides financial guidance and suggestions to the customers.
Financial Advisor
MetLife Dubai
Dubai, UAE
05.2023 - 05.2024
- Provides professional financial suggestion
- Building long time relationships with the client
- New client prospecting through cold - calling, appointment, reference etc
- Updating new investment suggestions and financial knowledge to the existing clients
- Sells insurance and investment products of MetLife by understanding client's financial need analysis
- Monitors clients' financial situation tracking changes in wealth and life circumstances; analyzing financial plan results and recommending changes in financial goals and plans
Senior Sales Manager
ICICI Securities Limited
03.2021 - 09.2022
- Handling 20 Branches of ICICI Bank in Kochi
- Opening new NRI and Resident Demat accounts
- Providing on time services to the existing NRI and resident customers
- Motivating and support the branch employees to do demat and trading account
- Help the employees of branch for conversion of leads and achieve the branch targets
- Track the performance of bank employees by publishing the MIS regularly to the higher authorities
- Updated client with research report on new schemes IPO & market trends
Relationship Manager
Motilal Oswal Financial Services Ltd.
08.2019 - 02.2021
- Responsible for promotion product's such as D-MAT, trading, mutual fund & insurance
- New client prospecting through cold - calling, appointment, reference etc
- Updated client with research report on new schemes IPO & market trends
- Building relationships with the client & educating them about Investments
- Accelerating client base and convert 3rd part products sales (Mutual Fund, SIP etc.)
- Provide investment application forms to client and assist them in filling
- Prepare daily sales report and send to branch head, analyzing the client's financial needs & advising on the same
- Advise and update the client on various investment opportunities from time to time
- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans
Education
MBA - finance and marketing
REVA institute of Science and Management
Bangalore /2017 - 01.2019
B.COM -
Mar Augusthinose collage
Ramapuram /2014 - 01.2017
Senior secondary - HSE
St. Antony's H.S.S
Chengalam, Kottayam /2012 - 01.2014
High secondary - SSLC
A.K.J.M H.S.S
Kanjirappally, KottayamSkills
- Financial modelling
- Client services
- Portfolio Management
- Client relations
- Market analysis
- Financial Planning
- Sales proficiency
- Effective communication
- Investor relations
Certification
- CII - Award in Financial Planning
- CII - Award in General Insurance
- Microsoft Advance Excel
Personal Information
- Visa: Work Visa
- Passport Number: W3221777
- Date of birth: 05/20/96
- Gender: Male
- Nationality: Indian
Languages
English
Fluent
Malayalam
Native
Timeline
Retail banker
EMIRATES NBD ( Innovation Employment Services )
07.2024 - Current
Financial Advisor
MetLife Dubai
05.2023 - 05.2024
Senior Sales Manager
ICICI Securities Limited
03.2021 - 09.2022
Relationship Manager
Motilal Oswal Financial Services Ltd.
08.2019 - 02.2021
High secondary - SSLC
A.K.J.M H.S.S
MBA - finance and marketing
REVA institute of Science and Management
/2017 - 01.2019
B.COM -
Mar Augusthinose collage
/2014 - 01.2017
Senior secondary - HSE
St. Antony's H.S.S
/2012 - 01.2014
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