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Basit Khan Email & Phone Number

Financial Services Professional at Spectrum Financial Group at Spectrum Financial Group
Location: Dallas, Texas, United States 13 work roles 2 schools
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Current company
Role
Financial Services Professional at Spectrum Financial Group
Location
Dallas, Texas, United States

Who is Basit Khan? Overview

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Quick answer

Basit Khan is listed as Financial Services Professional at Spectrum Financial Group at Spectrum Financial Group, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Basit Khan.

Basit Khan previously worked as Financial Services Representative at Spectrum Financial Group and Managing Associate at Spectrum Financial Group. Basit Khan holds Bs, Marketing from University Of Colorado Denver.

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Email format at Spectrum Financial Group

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Spectrum Financial Group

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Profile bio

About Basit Khan

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I help people protect the ones they love through a variety of financial products and solutions to meet their needs.

Listed skills include Retail Banking, Management, Leadership, Finance, and 46 others.

Current workplace

Basit Khan's current company

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Spectrum Financial Group
Spectrum Financial Group
Financial Services Professional at Spectrum Financial Group
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13 roles

Basit Khan work experience

A career timeline built from the work history available for this profile.

Financial Services Representative

Current

Dallas, Texas, Us

My goal is to provide families and business owners with assistance in building their financial freedom and to become a lifetime resource for each and every client.I am also looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges.

Dec 2017 - Present

Managing Associate

Current

Dallas, Texas, Us

I am a Managing Associate affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance products gives my clients the confidence they need when working with a financial services representative.Licensing: https://www.spectrumfg.com/licensesLocal firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.basitkhan@financialguide.comwww.spectrumfg.com

Dec 2017 - Present

Managing Associate

Dallas, Texas, Us

Manage a team of Wealth Manager. Assist & guide them in simple to complex cases Each associate graduates to be a well trained and fully licensed Wealth Manager under Basit's leadership. Manage a book of business, retain, grow, mitigate risk and recommend a solid plan for businesses and non business clients.

Jan 2019 - May 2020

International Travel Insurance Consultant

Current
Global Medical Insurance

Provide coverage for individuals, families and groups who need temporary medical insurance while traveling for business or pleasure anywhere outside of your home country.International travel can quickly turn into a frightening situation if you’re not prepared for a medical emergency. Most travelers assume they will be covered by their standard medical plan, but that isn’t the case. While traditional plans may offer adequate domestic coverage, they are not designed for international travel. Without even realizing it, you may be putting your health at risk. http://producer.imglobal.com/ProducerDocuments.ashx?documentId=2013&a=532758

Nov 2017 - Present

Club President

Ceo Space International Inc.

CEO Space is the #1 company in the world teaching up-and-coming entrepreneurs.Through up-close and personal interaction with the CEO Space faculty made up of real-world proven CEO’s. These CEO’s are educating from a position of experience, success and helping problem solve everything from how to raise capital to mindset around money.Every faculty member has been vetted and researched through a due diligence process that separates CEO Space from every other company.When you become a CEO Space member you will not only be inspired but you will leave feeling both nurtured and empowered.

May 2019 - Dec 2020

Principal Consultant

Bk Financials

BK Financials (BKF) is a Boutique style business consulting company. Moving to United States from another country can be quite a challenge & stressful experience. Don't reinvent the wheel , let us walk you through the right process by providing you the right consultative step by step approach to make it smooth. Don't fall into a trap via following the big name brand companies charging you thousands of dollars & by not being around when you are cornered. You will find us a place like home. BK Financials will always impress you by their professionalism and high level service with integrity. We also deliver all your insurance needs such as Business & personal side. Make sure you do not travel into the USA or outside USA with out getting International Medical Insurance. Call or contact us for more one on one complimentary advice.

Jul 2010 - Dec 2017

Vice President - Business Banker

Mclean, Va, Us

Basit worked with businesses from $2mm to $25mm in revenue based in the Dallas/Fort Worth Area and credit requests of up to $5mm. As a dedicated business banker, he provides a full range of business solutions including deposit accounts; cash management solutions (remote deposit, wire origination, ACH/direct deposit, credit card processing); commercial mortgages; lines of credit; term loans and private client services. Experienced in assisting dental/medical/law firms, manufacturing, service industries, consulting and other areas. Basit, has passion for banking, maintains highest standard when it comes to professionalism, ethics and integrity.

Oct 2013 - Dec 2014

Vice President- Business Banker

Birmingham, Al, Us

Managed a $350,000,000 book of business, developed and implemented profitable sales strategies to meet aggressive revenue targets. Performed market research to identify new, high net worth businesses and clients. Conducted strategic quarterly education and informative seminars for existing and prospective clients.ACHIEVEMENT:Took over an under-served client base of 150 existing clients, grew book of business 20% on average each quarter, and doubled revenue from $10,000,000 to $20,000,000 while achieving 100% client retention

Apr 2008 - Mar 2010

Assistant Vice President-Private Banker

San Francisco, California, Us

Managed, retained and grew a book of business of high-value clients representing $90,000,000 in deposits and $15,000,000 in loans. Underwrote and approved commercial loans up to $2,500,000. Built high-trust relationships with C-level clients. Provided effective sales leadership, collaborated with internal business partners to increase cross-selling opportunities and achieve profitable expansion of retail services.Developed short and long term sales goals for the branch; tracked sales performance, aligned branch activities with corporate goals.ACHIEVEMENT:Uncovered new revenue stream with growth-oriented start-up companies; collaborated with internal business partners to pinpoint cross selling opportunities and create a strategy designed to capitalize on them. Grew book of business to $11,000,000 within two years. Successfully won clients’ trust and additional business illustrated in 100% client retention

Aug 2006 - Apr 2008

Assistant Vice President-Business Banker

Cleveland , Ohio, Us

Provided leadership and direction to a team of eight; trained them on effective selling and closing techniques, communicated expectations, prioritized activities, monitored performance, coached and mentored team, and guided them toward attainment of quarterly and annual revenue targets. Managed 128 key accounts representing more than $105,000,000 in loans and deposits.ACHIEVEMENTS:Revitalized an under-performing business unit, developed and executed a turnaround strategy to boost revenue, morale and productivity, and was successful in restoring profitability within one year.Captured $48,000,000 in new revenues, a 240% increase. Tripled cross-selling results, and grew loans and lines to $89,000,000 from $31,000,000.

Mar 2003 - Aug 2006

Avp-Branch Manager

Boston, Ma, Us

Planned, organized and directed daily operations of two branches with an emphasis on exceeding corporate metrics in revenue deposit, new accounts, cross selling and client retention. Prospected new business and promoted products and services throughout communities served. Ensured positive public relations through timely and effective resolution of account issues.Worked with 19 sales consultants individually to boost sales performance; reviewed revenue pipeline, coached consultants on closing techniques.

Jul 2001 - Mar 2003

Personal Banker

Us

Worked closely with prospects clients and clients in servicing their financial needs from home mortgage loans, to home equity lines, auto loans, credit cards and opening the right bank accounts etc. Made sure every customer was contacted by me on weekly basis, so I could be effective in following up on all their needs and requirements. Stayed on top of all our competitors. Stayed very active in our community actitivies. Made sure I consistently stayed ahead of my monthly and quaterly goals.

Jun 2000 - Jun 2001

Bs, Marketing

Denver, Colorado, Us

Served as Emergency Student Loan Officer from 1993 to 1995 for the UCD.

Aug 1992 - May 1995
2 education records

Basit Khan education

Bs, Marketing

University Of Colorado Denver

Mba, Mba-Management

University Of Phoenix
FAQ

Frequently asked questions about Basit Khan

Quick answers generated from the profile data available on this page.

What company does Basit Khan work for?

Basit Khan works for Spectrum Financial Group.

What is Basit Khan's role at Spectrum Financial Group?

Basit Khan is listed as Financial Services Professional at Spectrum Financial Group at Spectrum Financial Group.

Where is Basit Khan based?

Basit Khan is based in Dallas, Texas, United States while working with Spectrum Financial Group.

What companies has Basit Khan worked for?

Basit Khan has worked for Spectrum Financial Group, Global Medical Insurance, Ceo Space International Inc., Bk Financials, and Capital One.

How can I contact Basit Khan?

You can use AeroLeads to view verified contact signals for Basit Khan at Spectrum Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Basit Khan attend?

Basit Khan holds Bs, Marketing from University Of Colorado Denver.

What skills is Basit Khan known for?

Basit Khan is listed with skills including Retail Banking, Management, Leadership, Finance, Credit, Banking, Loans, and Sales.

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