SHAHIR KABEER

Results-driven professional with 14 years of experience in Wealth Management and Financial Portfolio Management. Demonstrated success in enhancing customer satisfaction and meeting business objectives through exceptional service delivery. Expertise in client relationship management, fixed income securities advisory, and offshore investment solutions. Strong strategic planning and interpersonal skills contribute to product growth and client retention.

I hereby declare that the details furnished above are true to the best of my knowledge. Shahir Kabeer

• Insurance and investment specialist with over 14 years of experience in the UAE, with a thorough knowledge of financial products and services, financial markets, and economic environments
• Certification from CISI, CII, and LOMA as per the SCA guidelines in the UAE
• Conduct team sessions to discuss business strategies, customer prospecting, policy updates, and implementing best industry practices for sourcing and retaining businesses in the unit
• Generating bancassurance revenue from the business banking unit of Emirates NBD Bank in partnership with MetLife as the provider
• Participate in sales calls with the team and close potential customers by diligently following the sales process management
• Managing investors' investment portfolios on wealth management products such as mutual funds, structured notes, fixed income securities, and insurance products
• Handling a team of 40 team members in their investment-related queries and helping them assist their client meetings and further relationship process
• Having a proven track record of working in a fast-paced environment, meeting the organizational goals and objectives in junior and senior level management
• Acquired specialist knowledge in handling customer objections and managing customer expectations at all levels of the relationship process
• Customized in-depth analysis into individual and corporate financials, facilitating offshore account services from international providers such as MetLife, Zurich International, Generali, Friends Provident International, Royal London 360, and Old Mutual International (Royal Skandia)

• New business and revenue generation to the unit
• Ensuring customer satisfaction at all levels
• Team building
• Risk analysis
• Compliance
• Operations
• Training