Rahul Sadhwani
Dubai
Summary
A dynamic professional with over 16 years UAE experience in Financial, Banking, Investment, Retail, Team Management and a clean record of AECB holding UAE Golden Visa. Productive employee with a proven track record of successful career.
Works with clients to determine requirements and provide excellent service. Expert Leadership in bringing 16+ years of expertise in Finance, Investment, banking etc. Effectively manages assignments and team members. Dedicated to self-development to provide expectation-exceeding service.
Overview
18
18
years of professional experience
Work History
Director
Freedom Finance FRHC
2023.05 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Recommended specific investments to help clients meet financial goals.
- Managing AUM of $22 million self sourced in past 1 year.
- Generating Revenue of approx. $19000 to $21000 average monthly.
- Build and maintain relationship with EAMs (External
- Asset Management) as B2B Business
- Key-role in developing team: conducting appraisals, one-to-ones, Training and Mentoring
- Part of core team with reporting to SEO of company Set up and Manage Team of Senior Relationship Managers Acquire and Maintain Relationship with HNI's and UNHIs Clients.
Associate Director
Freedom Finance (FRHC) DIFC
2022.04 - 2023.04
- Created individual strategies for clients according to desired goals and improvements required
- Stayed up-to-date on latest business activities by attending business networking events
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products
- Developed strategic plans based on market research and industry trends.
- Educated clients on financial topics and best practices.
- Monitored and updated financial plans to comply with client goals.
Executive Vice President
Seguro Private Wealth
2019.02 - 2022.02
- Promoted on taking up additional responsibility of Heading Real Estate broking business in India and UAE
- Managing Sales cycle from inception to execution
- Full Ownership of P&L to achieve revenue growth and gross profit stream
- Managing High Profile Cliental base
- Key-role in developing team: conducting appraisals, one-to-ones, Training and Mentoring
- Planned and developed winning strategies to increase sales, expand territories and boost market positioning
- Cultivated strong industry relationships to promote services and improve business operations.
Vice President
Seguro Private Wealth
2017.04 - 2019.01
- Part of core team and strategic team with reporting to directly Director of the company
- Managing a Unit of 40 Sales RMs with 4 Team Managers
- Complete hold of business expansion, strategic initiatives for sales
- Completely responsible for liaising with all internal and external stakeholder
- Successfully completed tie-ups by networking with the International Insurance providers & AMCs
- Developed successful strategies and policies, meeting organisational needs and implementing improvements
- Established company targets based on previous performance and predicted forecasts.
Associate Vice President
Karvy Private Wealth
2016.08 - 2017.03
- Managing a team of Relationship Managers
- Completely responsible for liaising with all internal and external stakeholder
- Responsible for sales commitments for the team
- Ensuring business expansion, strategic initiatives for sales with a due commitment
- Met budget targets through responsible planning and resource allocation
- Trained and mentored employees to maximise team performance
- Managed bookings to optimise team availability.
Sr. Team Manager (Premium Banking) - CBG)
First Gulf Bank
2010.06 - 2016.07
- Managed a team of 12 Premium Banking RMs
- Managed 4 Teams as Territory Manager
- Drive Sales of products through various provider partners
- Target allocation and performance review of reporting channels which consists of 4 Team Managers, 4 Account Managers and 35 Relationship Managers
- Liaison with respective heads of Bank and ensuring business expansion, strategic initiatives for sales with a due commitment towards bank values and ethics
- Being a supportive and aggressive Manager, accompanied the team for their meetings, advising them on their portfolios and guiding them on operational and documentation process
- Managed a team of 15 DSO's as a Senior Team Manager
- Business generated was through various providers “Zurich, MetLife, Friends Provident, Salama, Royal Skandia and Royal London
- Business generated was through Direct Sales and not through any channels.
Sales Executive, Client Servicing & Operations
Solitaire Logistics LLC
2006.10 - 2008.11
- Sales & Client Servicing
- Daily Co-ordination with the client on the booking of shipments
- Making and correspondence with agents for Import and cross trade shipments overseas
- Coordinating with the Dubai ports authority for checking the status of containers, load list etc
- Maintaining call cycle through existing clients as well as trying to open more opportunities via cold calling
- Providing regular updates to the clients on time to time basis
- Introducing new transporters to the company and negotiating for the same
Insurance Advisor
ICICI Prudential
2005.08 - 2006.09
- Analysing client's insurance needs and fulfilling it
- Suggesting clients the correct balance of their investment and insurance portfolios
- Adding new clients by taking references from existing clients
- Providing financial and banking advice to existing clients in order to fulfil banking needs
- Building up relationships with clients and providing them with life insurance products
- Cross selling of other bank products, third party investment products (Mutual Funds and Insurances)
- Solving customer issues and other investments related queries
- Insurances and Investments
- Making weekly MIS Reports and Daily Call Reports.
Education
Bachelor of Commerce (B. Com) - Commerce
MDS University, Rajasthan,
India03.2005
(Diploma in NIIT) | ITCore JavaSun JavaAdvance JavaC++ & C SharpDBMS-SQL & Computer Hardware - Assembling & Installation - Information Technology
NIIT, Rajasthan,
India06.2005
Skills
- Investment advice
- B2B sales
- Sales Team Development
- Trading Strategy
- Investment Products
- Portfolio Diversification
- Client Retention
- Financial Reporting
- Target driven
- Business development
- Strategic planning
- Sales techniques
- Mutual funds
- Stock market understanding
- Insurance decisions
- Investment planning
- Mutual funds and liabilities
- Financial planning
- Budget Management
- Financial Management
Experience Summary
- April 2022 till date - Freedom Finance (FRHC - NASDAQ Listed Entity), Director, Dubai
- April 2017 to February 2022 - Seguro Private Wealth, Executive Vice President, Dubai
- August 2016 to March 2017 - Karvy Private Wealth, Associate Vice President, Dubai
- June 2010 to July 2016 - First Gulf Bank, Sr. Team Manager – Premium Banking (CBG), Dubai
- July 2009 to May 2010 - Barclays Bank PLC Dubai, Relationship Officer - Multi-Products, Dubai
- October 2006 to November 2008 - Solitaire Logistics LLC, Sales Executive, Dubai
- August 2005 to September 2006 - ICICI Prudential, Insurance Advisor, India
Accomplishments
- SEGURO PRIVATE WEALTH - ACHIEVEMENTS
- ACHIEVED, Top Unit for 2019 & 2021
- Achieved Month on Month Top Unit for generating highest business revenue, AUM, Client Onboard, & Best Attrition
- KARVY PRIVATE WEALTH – Part of Performance Club for year 2016-17 & Achieved TOP TEAM Awards month on Month !
- FAB – ACHIEVEMENTS
- Top Territory Manager for year 2015.
- Bravo Award for Top Territory Manager for Q3 by Head of Consumer Banking
- Awarded as Top Territory Manager for April, June, August & September 2015
- Awarded as Top Team Manager for year 2014
- Awarded as Top Team Manager for year 2013
- BARCLAYS BANK - ACHIEVEED, being a Top and consistent performer for Dubai region by achieving 143% YTD
References
References would be provided upon request.
Timeline
Director
Freedom Finance FRHC
2023.05 - Current
Associate Director
Freedom Finance (FRHC) DIFC
2022.04 - 2023.04
Executive Vice President
Seguro Private Wealth
2019.02 - 2022.02
Vice President
Seguro Private Wealth
2017.04 - 2019.01
Associate Vice President
Karvy Private Wealth
2016.08 - 2017.03
Sr. Team Manager (Premium Banking) - CBG)
First Gulf Bank
2010.06 - 2016.07
Sales Executive, Client Servicing & Operations
Solitaire Logistics LLC
2006.10 - 2008.11
Insurance Advisor
ICICI Prudential
2005.08 - 2006.09
Bachelor of Commerce (B. Com) - Commerce
MDS University, Rajasthan,
(Diploma in NIIT) | ITCore JavaSun JavaAdvance JavaC++ & C SharpDBMS-SQL & Computer Hardware - Assembling & Installation - Information Technology
NIIT, Rajasthan,
Similar Profiles
Jasmine O'BrienJasmine O'Brien
Broker Assistant at Freedom Capital FinanceBroker Assistant at Freedom Capital Finance
Caroline GitauCaroline Gitau
Administrative Assistant/Customer Service Representative at Freedom Truck Finance/Administrative Assistant/Customer Service Representative at Freedom Truck Finance/
Yana MakarevichYana Makarevich
Head of Institutional Partnerships and Business Development at Freedom FinanceHead of Institutional Partnerships and Business Development at Freedom Finance