Basit Khan Email and Phone Number
Basit Khan personal email
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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.
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Financial Services RepresentativeSpectrum Financial Group Dec 2017 - PresentDallas, Texas, UsMy 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. -
Managing AssociateSpectrum Financial Group Dec 2017 - PresentDallas, Texas, UsI 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 -
Managing AssociateSpectrum Financial Group Jan 2019 - May 2020Dallas, Texas, UsManage 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. -
International Travel Insurance ConsultantGlobal Medical Insurance Nov 2017 - PresentProvide 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
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Club PresidentCeo Space International Inc. May 2019 - Dec 2020CEO 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.
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Principal ConsultantBk Financials Jul 2010 - Dec 2017BK 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.
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Vice President - Business BankerCapital One Oct 2013 - Dec 2014Mclean, Va, UsBasit 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. -
Vice President- Business BankerBbva/Compass Bank Apr 2008 - Mar 2010Birmingham, Al, UsManaged 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 -
Assistant Vice President-Private BankerWells Fargo Bank Aug 2006 - Apr 2008San Francisco, California, UsManaged, 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 -
Assistant Vice President-Business BankerKeybank Mar 2003 - Aug 2006Cleveland , Ohio, UsProvided 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. -
Avp-Branch ManagerSovereign Bank Jul 2001 - Mar 2003Boston, Ma, UsPlanned, 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. -
Personal BankerCommercial Federal Bank Jun 2000 - Jun 2001UsWorked 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. -
Bs, MarketingUniversity Of Colorado Aug 1992 - May 1995Denver, Colorado, UsServed as Emergency Student Loan Officer from 1993 to 1995 for the UCD.
Basit Khan Skills
Basit Khan Education Details
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University Of Colorado DenverMarketing -
University Of PhoenixMba-Management
Frequently Asked Questions about Basit Khan
What company does Basit Khan work for?
Basit Khan works for Spectrum Financial Group
What is Basit Khan's role at the current company?
Basit Khan's current role is Financial Services Professional at Spectrum Financial Group.
What is Basit Khan's email address?
Basit Khan's email address is bk****@****hoo.com
What schools did Basit Khan attend?
Basit Khan attended University Of Colorado Denver, University Of Phoenix.
What are some of Basit Khan's interests?
Basit Khan has interest in Social Services, Cooking, Economic Empowerment, Real Estate, Education, Traveling Internationally, Assist Start Up Businesses, Philonthrophy, Poverty Alleviation, Human Rights.
What skills is Basit Khan known for?
Basit Khan has skills like Retail Banking, Management, Leadership, Finance, Credit, Banking, Loans, Sales, Financial Services, Business Development, Strategy, Lead Generation.
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