Dileep Kumar Email & Phone Number

United Arab Emirates

India

Develop business segments as per company strategy with complianceAchieving unit business goals through quality recruitment and training of Insurance AdvisorsPro-active leadership that encourages teams to perform to the best of their abilityRegular communication and liaison with clients and reporting to senior level Executive proposal presentations and deal closing. Assisting the customer to manage their portfolio profitably.

India

Promoting the business to social enterprises wishing to raise capital.Identifying social enterprises as potential suitable clients.Building rapport with the management team of the social enterprise.Preparing investment briefs to overcome barriers to investment.Implementing the brief, engaging specialist support from associates and partner consultancies. Prepare development appraisal and investment documentation.Approach and cultivate relationships with investors.Consult colleagues to identify potential investors amongst their clients.Manage due diligence whilst supporting investees to develop relationships with investors.Develop and manage relationships with investors and other corporate partners.

India

Deliver Support to agent through coaching and act as a role modelConduct weekly/monthly meeting to review performance,Address common problems and concerns and rally the team to achieve goals. Meet customers to resolve issues, where necessary, handle complaints in a timely and professional manner. Keep up to date with market developments company policies, procedures, sales process and legislation and disseminate to team.

India

Managed 250 customer profiles including HNI customers.Handled purchase and sale of retail forex business. Managing bank & corporate forex operations, constant monitoring of the dynamics of forex markets to maximize profits.Handling wire transfers (SWIFT), FCDD, US Dollar DD and WCC operations. Preparing bank reconciliation statements and internal accounts (AP, AR & Finalization in FS ERP).Physical foreign currency handling and cashiering.

Master Of Business Administration (M.B.A.), Business, Management, Marketing, And Related Support Services, First Calss

Activities and Societies: Battle de Royale

Bachelor'S Degree, Business Administration And Management, General, Second

Education record

Education record