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Jithu Jose Cii (Award) is listed as I help professionals to achieve their Financial Dreams. at Emirates NBD, a with 10206 employees, based in Abu Dhabi Emirate, United Arab Emirates. AeroLeads shows a matched LinkedIn profile for Jithu Jose Cii (Award).
Jithu Jose Cii (Award) previously worked as Relationship Manager at Emirates Nbd and Financial Advisor at Metlife. Jithu Jose Cii (Award) holds Master Of Business Administration - Mba, Finance from Bangalore University.
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"With over 5 years of experience in the financial industry, I bring a wealth of expertise to my role as a financial advisor. Armed with an MBA specializing in Finance and Marketing, I have successfully navigated positions at Motilal Oswal, ICICI Securities, MetLife and currently with Emerites NBD in Abu Dhabi. I honored with certifications in Financial Planning and General Insurance from CII, I am dedicated to providing tailored financial solutions to individuals. Let's connect and explore how I can leverage my diverse background and industry recognition to help you achieve your financial goals."
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A career timeline built from the work history available for this profile.
Abu Dhabi Emirate, United Arab Emirates
❖ Building long time relationships with the client. ❖ Accruing new client ❖ Sells of retail banking products. ❖ Monitors clients' financial situation❖ Identity clients financial needs❖ Provide good financial suggestions to the client
Dubai, United Arab Emirates
❖ Provides professional financial suggestion. ❖ Building long time relationships with the client. ❖ New client prospecting through cold – calling, appointment, reference etc. ❖ Updating new investment suggestions and financial knowledge to the existing clients. ❖ Sells insurance and investment products of MetLife by understanding client’s financial need. ❖ Monitors clients' financial situation tracking changes in wealth and life circumstances; analyzing financial plan results and recommending changes in financial goals and plans.
Kochi, Kerala, India
❖ Handling 20 Branches of ICICI Bank in Kochi.❖ Motivating and Support the branch employees to do demat and trading account.❖ Help the employees of branch for conversion of leads and achieve the branch targets ❖ Track the performance of bank employees by publishing the MIS regularly to the higher authorities ❖ Updated client with research report on new schemes IPO & market trends.❖ Building relationships with the client & educating them about Investments❖ Acquiring new clients.
Kochi, Kerala, India
❖ Responsible for promotion product’s such as D-MAT, trading, mutual fund & insurance.❖ New client prospecting through cold – calling, appointment, reference etc.❖ Updated client with research report on new schemes IPO & market trends.❖ Building relationships with the client & educating them about Investments❖ Accelerating client base and convert 3rd part products sales (Mutual Fund, SIP etc)❖ Provide investment application forms to client and assist them in filling.❖ Prepare daily sales report and send to branch head ,analyzing the client’s financial needs & advisingon the same❖ Advise and update the client on various investment opportunities from time to time❖ Monitors clients' financial situation by tracking changes in wealth and life circumstances; analysing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
Other employees you can reach at emiratesnbd.com. View company contacts for 10206 employees →
Khaled Saleh
Colleague at Emirates NbdUnited Arab Emirates
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Nada Walid Abdallah
Colleague at Emirates NbdEl Mansoura, Ad Daqahliyah, Egypt
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Smita Pillai, Cams, Ica Diploma(Aml)
Colleague at Emirates NbdDubai, United Arab Emirates
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Mohamed Wahba
Colleague at Emirates NbdAl Madinah, Saudi Arabia
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Caroline Njoroge
Colleague at Emirates NbdDubai, United Arab Emirates
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Mohamed Fawzy
Colleague at Emirates NbdDubai, United Arab Emirates
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Ajosh Ravi
Colleague at Emirates NbdDubai, United Arab Emirates
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Harish Johnson
Colleague at Emirates NbdDubai, United Arab Emirates
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Fawaz Aljohni
Colleague at Emirates NbdRiyadh, Saudi Arabia
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Farhan Shahzad
Colleague at Emirates NbdDubai, United Arab Emirates
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Quick answers generated from the profile data available on this page.
Jithu Jose Cii (Award) works for Emirates NBD.
Jithu Jose Cii (Award) is listed as I help professionals to achieve their Financial Dreams. at Emirates NBD.
Jithu Jose Cii (Award) is based in Abu Dhabi Emirate, United Arab Emirates while working with Emirates NBD.
Jithu Jose Cii (Award) has worked for Emirates Nbd, Metlife, Icicidirect, and Motilal Oswal Financial Services Ltd.
Jithu Jose Cii (Award)'s colleagues at Emirates NBD include Khaled Saleh, Nada Walid Abdallah, Smita Pillai, Cams, Ica Diploma(Aml), Mohamed Wahba, and Caroline Njoroge.
You can use AeroLeads to view verified contact signals for Jithu Jose Cii (Award) at Emirates NBD, including work email, phone, and LinkedIn data when available.
Jithu Jose Cii (Award) holds Master Of Business Administration - Mba, Finance from Bangalore University.
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