Nelson John Email & Phone Number

Dubai, United Arab Emirates

Outstanding performance award Mashreq Gold as Top RM FER for the month ofDecember 2021.Provide clients a full range of Banking as well as Wealth Management products bymanaging the portfolio of Mashreq Gold clients on my book.To achieve individual targets against Key Performance Indicators, including revenuetargets, liability, new client, increase AUM, and profitability.To perform KYC / AML reviews for clients on my portfolio within the set timelines toachieve my non… Show more Outstanding performance award Mashreq Gold as Top RM FER for the month ofDecember 2021.Provide clients a full range of Banking as well as Wealth Management products bymanaging the portfolio of Mashreq Gold clients on my book.To achieve individual targets against Key Performance Indicators, including revenuetargets, liability, new client, increase AUM, and profitability.To perform KYC / AML reviews for clients on my portfolio within the set timelines toachieve my non -financial targets.upgrade knowledge by keeping abreast with the current market news and updates toshare the same with the client as and when required.Conduct regular client review meetings and update the client with the latest productofferings by the bank. Show less

Dubai, United Arab Emirates

Independently acquiring and handling client portfolios under Life, General Insurance andWealth clients for investments.

Dubai, United Arab Emirates

Independently acquiring and handling client portfolios under Life and General Insurance departments.Risk profiling the clients exposure through a need based process and suggesting alternatives.Due diligence of documentation required and preparing a case history for insurable interest before submission.Co-ordination with underwriters to negotiate the cover benefits and pricing.Managing partner relationships with various Insurance providers.Coordinating claims process for… Show more Independently acquiring and handling client portfolios under Life and General Insurance departments.Risk profiling the clients exposure through a need based process and suggesting alternatives.Due diligence of documentation required and preparing a case history for insurable interest before submission.Co-ordination with underwriters to negotiate the cover benefits and pricing.Managing partner relationships with various Insurance providers.Coordinating claims process for general and life insurance between the client and Insurance companyPolicy servicing and client retention Show less

Dubai, United Arab Emirates

Independently acquiring and handling client portfolios under Life and General Insurancedepartments.Risk profiling the clients exposure through a need based process and suggestingalternatives.Due diligence of documentation required and preparing a case history for insurableinterest before submissionCo-ordination with underwriters to negotiate the cover benefits and pricingManaging partner relationships with various Insurance providersDrafting Policy wordings and… Show more Independently acquiring and handling client portfolios under Life and General Insurancedepartments.Risk profiling the clients exposure through a need based process and suggestingalternatives.Due diligence of documentation required and preparing a case history for insurableinterest before submissionCo-ordination with underwriters to negotiate the cover benefits and pricingManaging partner relationships with various Insurance providersDrafting Policy wordings and co ordination with the under writer, Insurance company andin some cases banks to include the lien clauseCoordinating the claims process for general and life insurance between the client and theInsurance companyPolicy servicing and client retentionClosed Two major accounts with corporate clients Show less

Nasik Area, India

Co owner of a Pre-Owned Car Dealership, Autoworld Exclusive- Mahindra FirstchoiceAchievementsAdjudged the best used car dealership in West for 2013-14 by Mahindra Firstchoice under the DPEP program.Expanded Business with a second operational outlet in 2013Managing end to end operations of the outlet, like procurement, refurbishment, sales of cars.Tracking manpower productivity, and sales follows through Lead Management System.Monthly sales planning and goal… Show more Co owner of a Pre-Owned Car Dealership, Autoworld Exclusive- Mahindra FirstchoiceAchievementsAdjudged the best used car dealership in West for 2013-14 by Mahindra Firstchoice under the DPEP program.Expanded Business with a second operational outlet in 2013Managing end to end operations of the outlet, like procurement, refurbishment, sales of cars.Tracking manpower productivity, and sales follows through Lead Management System.Monthly sales planning and goal setting of the sales teamDealer Management System and online tracking of ageing of carsOnline lead generation, Branding and advertisement activitiesProcurement tieups with dealerships. Show less

Mumbai Area, India

Mumbai Head Office:As a Key Accounts Manager- WestAchievements:Acquired two key national relationshipsJob role:Acquire , liaise and maintain close relations with senior management of corporate Analyze Knowledge of Competitor’s product mix an devise appropriate business strategy to acquire key accountsUnderstanding of business & network planning to develop cross sell in the client OrganizationUndertake Direct Sales across Corporate Organizations on credit… Show more Mumbai Head Office:As a Key Accounts Manager- WestAchievements:Acquired two key national relationshipsJob role:Acquire , liaise and maintain close relations with senior management of corporate Analyze Knowledge of Competitor’s product mix an devise appropriate business strategy to acquire key accountsUnderstanding of business & network planning to develop cross sell in the client OrganizationUndertake Direct Sales across Corporate Organizations on credit life insurance productPune Main Branch:As an Assistant Branch ManagerAchievements Promoted to next grade and new responsibility within 1 year of joiningBuilt a team of 10 sales managers and 120 financial consultants.Was adjudged the third highest ABM unit in Premium in Rest of Maharashtra in 2007 with 76 Lacks of collected premium in a single month and a total of 1.65 Cr.Job role:Managing retail sales for life insurance products through a dedicated team of sales managers and consultants Show less

Nashik And Aurangabad Area, India

Joined as Relationship Manager for Auto Loans and Personal Loan based at Nasik.Promoted as Branch Manager Aurangabad personal loans in June 2004.Promoted as the District Manager for Aurangabad in 2005Achievements:Set up two branches in Aurangabad RegionGrowth of 75% vis-à-vis previous financial yearBest NCL and collection award for 2004-2005 in westSetup the channel for auto and personal loans as a relationship manager in NasikAdjudged the best upcoming… Show more Joined as Relationship Manager for Auto Loans and Personal Loan based at Nasik.Promoted as Branch Manager Aurangabad personal loans in June 2004.Promoted as the District Manager for Aurangabad in 2005Achievements:Set up two branches in Aurangabad RegionGrowth of 75% vis-à-vis previous financial yearBest NCL and collection award for 2004-2005 in westSetup the channel for auto and personal loans as a relationship manager in NasikAdjudged the best upcoming location for car loans in 2002-2003 and received a citation for the same at the National convention held at Colombo, SrilankaQualified for the Personal loan target and travlled to Thailand on an incentive trip form the company Show less

Pune Area, India

Managing a network of 40 dealers and stockiest and 2 pilot salesmen.Identifying prospective industrial projectsNegotiation for profitable rates Project conceptualizationAchievementsHighest ever order in Aurangabad region for Eternia roofing systems

Master Of Business Administration (M.B.A.), Marketing, 1St

Activities and Societies: Participated in inter-college talent competition, Won the 2nd prize in singing Summer Project: Market potential.

Bachelor’S Degree, Computer Science, 2Nd

Activities and Societies: Participated in the Talent competition in college and stood 3rd. Studied for Bachelors of Computer Science

High School, High School/Secondary Diplomas And Certificates, 1St

Activities and Societies: School Long Jump, Singing, Table Tennis, Social Service Participated in Long Jump at school level Active member.