Mohsin Rasheed Email & Phone Number

Dubai, United Arab Emirates

Metlife - Gulf Work Profile: Provide operational support to the sales team ensuring high level of service standard is met & delivered to the partners. Effectively managing multiple accounts with continuous rolling schedule Liaise with the MIS specialist on multiple dashboards and adhoc reports requested by the IFA partners and ensure on time delivery Adhere to all Compliance requirements, including but not limited to, reporting of suspicious… Show more Metlife - Gulf Work Profile: Provide operational support to the sales team ensuring high level of service standard is met & delivered to the partners. Effectively managing multiple accounts with continuous rolling schedule Liaise with the MIS specialist on multiple dashboards and adhoc reports requested by the IFA partners and ensure on time delivery Adhere to all Compliance requirements, including but not limited to, reporting of suspicious transactions, screening requirements, as applicable, and the retention of Company records; plus provide timely support and unrestricted access to information as well as attend all training requests from Compliance. Responsible for releasing, reviewing and delivering of weekly commission reports to IFA partners within the agreed TAT. Ensure that turn-around time and process flow is maintained. Holding Independent meetings with IFA Partners as and when required. Managed and lead projects independently and drive key results. Periodically coordinating with marketing team and IFA partners to facilitate and enhance the marketing collaterals and ensure effective TAT for onward communication/delivery. Show less

Abu Dhabi, United Arab Emirates

Senior Administrator / IT supportFinancial Administration Accountable for all operations of busy office, organising weekly schedules and sales leads for all investment advisers.Maintained new business pipeline for all life companies and oversaw servicing team.Provided complete administration support to investment advisers to meet client requirements.Monitor administration team performance and level of service to meet objectives set by the managementReport weekly… Show more Senior Administrator / IT supportFinancial Administration Accountable for all operations of busy office, organising weekly schedules and sales leads for all investment advisers.Maintained new business pipeline for all life companies and oversaw servicing team.Provided complete administration support to investment advisers to meet client requirements.Monitor administration team performance and level of service to meet objectives set by the managementReport weekly commission figures to accounts department for management information.Report cases to compliance department to meet regulatory requirementsAssist unassigned clients with servicing queries and complaints on a regular basis.Follow up with wealth managers to sort out timely premium renewals coordinating with different providers like Zurich, Old Mutual, Generali, Friends Provident, Rl360 & Nedbank (Private Wealth), Standard Bank on a regular basis.Attended training and development programmes with NedBank.Managed inventory and office budgeting for suppliesCollaborated with compliance department to meet regulatory requirements to ensure efficient administration operations.IT Administration Desktop SupportAnalyzed system problems, ran preventive tests, performed troubleshooting, and trained staff as part of preventive measures.Provided on-site enhancement, upgrade, and support services to contracted small business clients for businesscritical workstation and network systems.Key Performance:Performed maintenance on copy machines, Xerox scanner, printers, etcProviding Microsoft Exchange access to Wealth managers on IOS and Android devicesPerformed operating system updates on a regular basis.Performed troubleshooting, diagnosing, solving and replacing parts.Maintenance & Upgrades:Repaired and upgraded old installed systems; configured new systems.Documented the history of requests.Continuously up-to-date regarding software. Show less

Abu Dhabi, United Arab Emirates

Oversaw Abu Dhabi Administration team and arranged training workshops for newadministrators and wealth managers.Work Profile:• Responsible for preparing, processing and completing new business applications within the given timescale• Oversaw Abu Dhabi Administration team and arranged training workshops for new administrators and wealth managers.• Serviced existing clients. • Coordinated with managers and maintained discipline for all… Show more Oversaw Abu Dhabi Administration team and arranged training workshops for newadministrators and wealth managers.Work Profile:• Responsible for preparing, processing and completing new business applications within the given timescale• Oversaw Abu Dhabi Administration team and arranged training workshops for new administrators and wealth managers.• Serviced existing clients. • Coordinated with managers and maintained discipline for all work. • Administration of login details for client online valuations which included registration, deletion, updating & monitoring.• Responsible for updating fund performance reports, graphs and figures for differentproviders.• Liaised with other global offices in Singapore, Hong Kong, & China and local offices in Abu Dhabi.• Coordinated with different providers like Zurich, Royal Skandia, Generali, FriendsProvident, Aviva, Royal London, Hansard on a regular basis.• Attended training and development programs with Zurich and Friends Provident including visits to their offices.• Responsible for managing entire admin duties in Abu Dhabi branch.• Dealt with and resolved problems and issues which arise.• Monitored & reported performance targets. • Involved in the recruitment of new staff.• Praise team members and creates a positive working environment. • Ensuring all administrative and IT records are entered and updated correctly Show less

Abu Dhabi, United Arab Emirates