Vishal Kumar Sharma
Bachelors in Commerce with 15 years of experience seeking managerial assignments in Sales and Marketing, Business Development, Channel Management.
Insurance
Banking
Sales
Managerial
Relationship Manager
48 years old
Dubai (00000) United Arab Emirates
Employed
Available
An effective communicator with excellent relationship building & interpersonal skills, problem solving organizational abilities, posses a flexible & detail oriented attitude.
Senior Financial Consultant
Gateway Insurance Brokers
Since September 2016
Full-time
Dubai
United Arab Emirates
- Acquire and manage new client U/HNI, existing clients, provide financial investment advisory to the clients and achieve revenue target.
- Develop new relations through referencing & other sources.
- One stop solution for all type of insurance requirements.
- Product Handling : Life Insurance, General Insurance, Medical Insurance.
- Key Skills : Preferred RM, Insurance, Financial Planning, HNI servicing, Financial Services.
Financial Adviser
Metlife
August 2015
to August 2016
- Financial Analysis of the Target Customers and suggesting them the right investment combination.
- Their complete Fact Finding and ascertaining their financial goals.
- Product Handling : Life Insurance , PA Products.
- Key Skills : Market surveys, Prospecting and making new customer relationships. Developing and Maintaining relationship with HNI clients.
Owner-Partner
Sidhi Vinayak Property Developers
April 2009
to April 2015
Jaipur
India
- Property Consultant and Investment Adviser in Real Estate
- We dealt in all kinds of real estate like commercial, residential, land , agriculture, rentals
- Had affluent clients in my portfolio and corporate's for commercial leasing and purchase
Associate Sales Manager Bancassurance
Yes Bank
September 2006
to March 2009
Full-time
Jaipur
India
- Targeting Bank clients for cross sell of various financial products and suggesting them the right investment combination.
- Promoting third party products of Max New York Life Insurance Co. Ltd, Bajaj Allianz General Insurance Co. Ltd.
- Cross selling Investment and Liability products like Fixed Deposits, Mutual Funds, Savings & Current Accounts.
- Developing and Maintaining relationship with HNI clients
Team Leader
IDBI Bank Ltd
August 2004
to August 2006
- Developed and managed a team of 25 Business development executives
- Managed two branches of Ajmer & kishangarh and was responsible for the sales targets of CASA, insurance, mutual funds and other cross sell products
Financial Planning Adviser
Aviva Life
September 2003
to July 2004
- Independently acquiring and handling client portfolios for Life Insurance
- Policy servicing and client retention
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MS Excel
Good
-
MS Word
Good
-
English
Advanced
-
Hindhi
Advanced
-
Marwadi
Advanced
-
Team Building
Advanced
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Leadership
Advanced
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Decision Making
Advanced
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Time Management
Advanced
