- First Name: Vidwan
- Last Name: Singh
- City: Dubai
- Country: United Arab Emirates
- Phone No: +971 56-1642457
- Education: MBA
- Field of Study: Finance & Marketing
- College or University: Uttarakhand Technical University, Dehradun, India
- Time Period: 2010-2012
- Job Title: MBA with 3.5 Years Experience in Sales
- Listed: August 23, 2015 3:26 am
- Expires: This ad has expired
May 2015 to Current
“Silver Globe Insurance Brokers LLC”.
Designation: Senior Relationship Officer
1. To provide financial solutions to the individuals and families to protect and grow their wealth.
Dealing in wide range of insurance and investment plans of 2. Zurich International Life, Generali, Friends Provident International, LIC International, Alfuttaim-Orient, Takaful Emarat, Salama, MetLife Alico.
3. Develop marketing strategies to compete with other competitor companies.
4. Ensure that due diligence and policy requirements are fulfilled by the policy holder.
April 2014 to January 2015
“Al-Futtaim Orient Insurance”.
Designation: Inusrance Advisor
1. To bring the business for the company and to achieve the given targets by convincing and creating awareness among the customer.
2. To make calls to exiting policyholders to answer their queries and suggest them changes to their insurance plans.
3. Develop marketing strategies to compete with other individuals and companies who sell insurance.
4. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
2 + years experience
“Bartwal Investment” India.
Designation: Associate Financial Planner
1. Managing Investment Portfolio of existing clients & suggest them solutions as per their requirements.
2. Acquiring New clients directly & through referrals.
3. Tax Guidance: As per clients portfolio, suggest them different Tax Saving Schemes, includes, ELSS schemes, ULIP’s & various Govt. Schemes.
4. Mutual Funds: Managing clients portfolio by offering them different mutual fund schemes as per their profile.
5. Offering various Debt schemes to clients like Small Saving Schemes, Company FD’s, Govt. Bonds etc.
I am seeking the opportunity to apply myself to the Sales Officer Position to enable me to capitalize on my professional experience within the Service Industry. The position seems an ideal prospect, in view of my experience and career aspirations. I now desire a fresh challenge, with the possibility of progression, to enable me to fulfill my career objectives and build upon the highly relevant skills.
As my CV reflects, I have around 3 year’s progressive experience as a Financial Advisor, with extensive networks and connections in the industry. Over the course of my carrier, I have consistently developed new business many of which are referrals from satisfied existing clients, including corporate and high net worth clients.
I believe I am a suitable candidate for the position in view of my professional experience, successful track record and long term aspirations within the financial services industry. Please find enclosed a copy of my Curriculum Vitae for your perusal.
Meanwhile, I look forward to hearing from you at your earliest convenience.