Gather financial objectives and data through consultative approach to develop individual client situation perspective.Design centrally manufactured solution, asset allocation and investment program definition.Determine, support and suggest to clients on best suited services and act as client advocate.Build and develop positive relationship with new and current clients.Reply to business partners generated sales.Recommend to clients on investments and securities.Reply to supplement business development generated leads.Strengthen centers of influence and financial professionals’ relationships.Develop current and new clients through ethical sales methods, client satisfaction and service quality.

1. Customize insurance programs to suit individual customers, often covering a variety of risks.2. Calculate premiums and establish payment method.3.Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.4. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.5. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.6. Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance.

Working on CMR ( cardio- metabolic ) products for hypertension ( Tareg & Co-Tareg ) and my job involves the following:(1) arranging appointments with doctors, pharmacists and hospital medical teams, which may include pre-arranged appointments or regular 'cold' calling.(2) making presentations to doctors, practice staff and nurses in GP surgeries, hospital doctors and pharmacists in the retail sector. Presentations may take place in medical settings during the day, or may be conducted in the evenings at a local hotel or conference venue.(3) organising conferences for doctors and other medical staff.(4) building and maintaining positive working relationships with medical staff and supporting administrative staff.(5) managing budgets (for catering, outside speakers, conferences, hospitality, etc.);keeping detailed records of all contacts.(6) reaching (and if possible exceeding) annual sales targets.(7) planning work schedules and weekly and monthly timetables. This may involve working with the area sales team or discussing future targets with the area sales manager. Generally, medical sales executives have their own regional area of responsibility and plan how and when to target health professions.(8) regularly attending company meetings, technical data presentations and briefings.(9) keeping up to date with the latest clinical data supplied by the company, and interpreting, presenting and discussing this data with health professionals during presentations.(10) monitoring competitor activity and competitors' products.maintaining knowledge of new developments in the National Health Service (NHS), anticipating potential negative and positive impacts on the business and adapting strategy accordingly.(11) developing strategies for increasing opportunities to meet and talk to contacts in the medical and healthcare sector.(12) staying informed about the activities of health services in a particular area.

Worked on different portfolios of respiratory, allergy, dermatology and diversified products through different territories.