Preetham Monteiro Email & Phone Number

United Arab Emirates

United Arab Emirates

We are excited to announce the upcoming launch of our SME finance marketplace - Finance Souq in the UAE, a pioneering platform designed to empower small and medium enterprises with streamlined access to financing solutions. Our marketplace will bridge the gap between SMEs and financial institutions, offering tailored products that meet the unique needs of businesses in the region. By leveraging technology and fostering partnerships with banks and fintech providers, we aim to create a robust ecosystem that supports the growth and sustainability of SMEs, driving economic development in the UAE.

United Arab Emirates

• Led sales and distribution of Commercial banking products across multiple channels.• Developed and executed strategic roadmaps and action plans to achieve business objectives.• Assisting businesses in meeting their working capital requirements by identifying and offering optimal products and solutions from a range of banking institutions.• Conducted thorough financial assessments to understand the unique needs of each business and recommend the most suitable banking products.• Established and maintained strong relationships with multiple banks to ensure a diverse selection of financial solutions for clients.• Negotiated terms and conditions with banks to secure the best possible deals for businesses, enhancing their financial stability and growth potential.• Provided ongoing support and advice to clients, ensuring their financial needs were continuously met and adjusted as necessary.• Tracked and analyzed market trends to stay informed of the latest financial products and services, ensuring clients received up-to-date and competitive offerings.

Dubai, United Arab Emirates

• Responsible for the entire process of new client acquisition from identifying prospects, delivering customized financial service solutions to availment of facilities.• Exploring opportunities and recommending strategies for cross selling of products and services based on thorough understanding of the range of commercial banking products and services• Increase facility utilization rate in current corporate customers to enhance the Bank's share of wallet.• Sustain and build client relationships by maintaining ongoing communication and negotiation (pricing, financing structure) sessions with clients so as to deliver both quality and tailored service offerings.• Proactively monitor credit quality through early problem loan recognition and implement appropriate strategies.

United Arab Emirates

Abu Dhabi Finance is a leading provider of innovative, flexible and transparent mortgage products and related services in the residential and commercial sectors of the UAE on behalf of Emirati and expatriate clients.Responsible for the development of the Company's Commercial Real Estate Finance offerings in UAE. Some of the main responsibilities include:• Responsibility for strategic management, business development and profitability of Commercial business within UAE.• Key responsibilities include building the Commercial mortgage book by on boarding New customers while servicing existing ones in order to achieve assigned business targets while managing the quality of the portfolio.• Carrying out industry reviews and identify target industries for SME Business.• Proactively engaging with Management Consultants, Real estate Companies & Audit Firms to identify new business avenues.• Overlooking of empanelment of New Mortgage Brokers & Real Estate Referral Agents.

Dubai

• Build and maintain relationships within assigned Brokers.• Grow profitable business with existing Brokers accounts. • Premium collection in line with the company policy• Identify high performing and under performing Brokers and initiate actions plans accordingly

Dubai

Responsible for the growth and development of Commercial & Personal Lines products through various distribution channels like Insurance Brokers & Banc assurance Partners. • Managing broker and brokered client relationships and the portfolio profitability.• Development of the brokerage relationship channel to achieve sales and profitability targets.• Providing training and coaching to brokers and their front line staff.• Developing sales plans and budgets to achieve monthly targets & KPIs.• Responsible for Business development & identifying new banc assurance partners.• Developing customized products to be distributed through the banc assurance partners.• Advising direct clients on their risk management needs and cross selling other products.• Retention of existing accounts by making recommendation on a timely basis.

Dubai

Built a highly organised and successful Mortgage sales team and Led it to record sales in the past 3 year’s .• Developing and implementing sales strategies to encourage sales growth and to grow loan sourcing channels within a local market. • Developing and maintaining relationships with Developers and Real Estate Agencies.• Coming up with various promotions and schemes for generating new business.• Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees.

Dubai

Willis is one of the world's leading risk management and insurance intermediaries. Job Profile:• Manage all aspects of an account, from client facing through managing internal departmental relationships to complete account administration• Preparation of Arabic certificates and policies.• Replying to customer mails and queries.• Sending quotes to different Insurance companies and getting the best possible cover for the client.• Identify sales opportunities and liaise with others as appropriate to meet customer needs • Making presentations to clients and advising of their insurance needs.

The company is one of the biggest dealers in the Middle East for cable TV and Direct to home TV packages and digital satellite equipment. This was a temporary position of a Senior Call Centre Executive for a period of 6 months• Monitoring the day-to-day activities of the agents with an aim of setting and achieving goals as laid down by the organization.• Updating all Call centre agents of new business rules and policies and training them.

Mumbai Area, India

Training and Guiding the customer service team. Over looking after all customers related queries pertaining to the Asset products of the Bank. Responsible for leading and motivating new recruits to achieve stringent service targets

Masters, Stratergic Marketing

Chartered Mortgage Analyst, Mortgage

Certificate, Islamic Insurance

Bcom, Commerce

High School, Commerce