Ali Ejaz Email & Phone Number

Dubai, United Arab Emirates

- Managing my own portfolio of 4 Millions of General Insurance (Motor, Life and General Other)- Find New Channels to Increase to Sales for Motor Insurance.- With team, find new prospects for Savings and Investments Plan, meet with them and give financial planning sessions.

Warba Centre, Deira, Dubai, Uae

Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.Provides financial management information by preparing financial status analyses and reports.Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Sharjah, Uae

- Coordinate with the customer (Local/overseas) of the company.- Bring new clients to the company to increase the revenue.- Make contract with the customers for the selling of products or services.- Quoting the price for the deals and negotiate with the customer.- Prepare invoice for the selling products and services. - Manage the receivables of the company and make sure payments are collected at time from the customer.- Oversea day to day operations of the company and keep liaison with the manufacturing supervisor for the delivering of products and services at time.- Keep knowledge of the product rates in market from the competitors and make sure to the customer about our prices better to others.- Keep in contact with the suppliers for the delivery of items at time and make cheques for the payments as discussed.- Check sale progress of the company and make different steps to increase it.

Islamabad

- Responsible for the sales of products in the Utility store departments and Cantonment Store Departments in the whole district.- Leading the team of 3 people and make sure the sales are achieved up to 100% target.- Involved in the preparation of sales budget.- Make visit randomly on departments store to check the product is properly displayed.- Keep in contact with the client’s store manager about the stock update

Islamabad, Pakistan

- Sales of banc assurance products to Habib Bank Limited Customers.- Plan and carry out marketing activities for Banc assurance products.- To provide and maintain, on an ongoing basis, a daily sales report, figures, forecasting and any other records which may be required by the Team Leader to keep up – date of records and sales & performance.- Understanding the need of the end customer and provide him the appropriate financial solutions.- To ensure customer documentation is complete & in compliance with the bank’s requirements.- To help coordinators resolve discrepancies associated to customer documentation.- Interaction with other team members.- To meet minimum 2 new prospective clients per day.- Provide client interaction with value calls.- Attend product trainings, to be up to date with the market developments.- Generation of renewals from existing customers.- Find new customers from the market to increase the Bank’s revenue.- Get detailed from the database of bank, called the customers and make meetings with them to deliver to product detailed according to their requirement.