Sakshi Sajal
Dubai
Summary
Accomplished Executive Director with a proven track record at Exante Consultants FZ LLC, adept in financial management and fostering community engagement. Excelled in developing investment strategies and enhancing client portfolios, achieving significant business growth. Skilled in translating complex financial data into actionable insights, demonstrating exceptional marketing acumen and relationship-building prowess.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Executive Director
Exante Consultants FZ LLC
02.2024 - Current
- Assessing the financial needs and goals of clients
- Developing tailored financial plans and investment strategies for clients
- Regularly reviewing and adjusting clients’ portfolios to ensure financial goals are met
- Providing clients with advice on various financial topics, including investments, tax laws, and insurance
- Maintaining a deep understanding of financial market trends
- Building and maintaining relationships with clients to understand their changing financial needs
- Communicating complex financial information to clients in an easy-to-understand manner
- Ensuring compliance with financial laws and regulations
Executive Director
Exante Capital FZCO
01.2021 - 01.2024
- Assessing the financial needs and goals of clients
- Developing tailored financial plans and investment strategies for clients
- Regularly reviewing and adjusting clients’ portfolios to ensure financial goals are met
- Providing clients with advice on various financial topics, including investments, tax laws, and insurance
- Maintaining a deep understanding of financial market trends
- Building and maintaining relationships with clients to understand their changing financial needs
- Communicating complex financial information to clients in an easy-to-understand manner
- Ensuring compliance with financial laws and regulations
Associate Vice President
Seguro Private Wealth
01.2020 - 12.2020
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Enabled revenue generation by pursuing partnerships and sourcing Clients
Senior Wealth Manager
Seguro Private Wealth
10.2017 - 12.2019
Senior Relationship Manager
First Abu Dhabi Bank
02.2013 - 09.2017
Relationship Manager
Aviva Life Insurance
11.2009 - 01.2013
Bancassurance Sales-Handling Life Insurance business through multiple Brokers & Bank Channel across Delhi- NCR
Relationship Manager
HDFC Life Insurance
06.2008 - 10.2009
Education
MBA - Marketing
ICFAI
India06.2007
Master of Science - Mathematics
Jiwaji University
Gwalior, India05.2003
Bachelor of Science - Science Education
KRG College
Gwalior, India04.2001
No Degree - Secondary Education
Scindia Kanya Vidyalaya
Gwalior, India04.1998
Skills
- Financial Management
- Business Development
- Sales management
- Marketing
Websites
Certification
CISI
Timeline
Executive Director
Exante Consultants FZ LLC
02.2024 - Current
Executive Director
Exante Capital FZCO
01.2021 - 01.2024
Associate Vice President
Seguro Private Wealth
01.2020 - 12.2020
Senior Wealth Manager
Seguro Private Wealth
10.2017 - 12.2019
Senior Relationship Manager
First Abu Dhabi Bank
02.2013 - 09.2017
Relationship Manager
Aviva Life Insurance
11.2009 - 01.2013
Relationship Manager
HDFC Life Insurance
06.2008 - 10.2009
MBA - Marketing
ICFAI
Master of Science - Mathematics
Jiwaji University
Bachelor of Science - Science Education
KRG College
No Degree - Secondary Education
Scindia Kanya Vidyalaya
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