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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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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.
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A career timeline built from the work history available for this profile.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Denver, Colorado, US
Served as Emergency Student Loan Officer from 1993 to 1995 for the UCD.
Quick answers generated from the profile data available on this page.
Basit Khan works for Spectrum Financial Group.
Basit Khan is listed as Financial Services Professional at Spectrum Financial Group at Spectrum Financial Group.
Basit Khan is based in Dallas, Texas, United States while working with Spectrum Financial Group.
Basit Khan has worked for Spectrum Financial Group, Global Medical Insurance, Ceo Space International Inc., Bk Financials, and Capital One.
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.
Basit Khan holds Bs, Marketing from University Of Colorado Denver.
Basit Khan is listed with skills including Retail Banking, Management, Leadership, Finance, Credit, Banking, Loans, and Sales.
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