Rustum Damonze Email & Phone Number

Auckland, NZ

Auckland, New Zealand

Auckland, New Zealand

• Accountable for delivering strategic objectives and providing relevant services and guidance to businesses, intermediaries, strategic partners and associations, from solution management through to product and service.
• Understanding trends, manage and mitigate risk, across parties for mutual benefit.
• Ensure appropriate project and change management of initiatives.
• Partner and proactively work with a portfolio of customers, progressing key strategic initiatives and business capabilities.
• Use data-driven insights and leverage understanding of business drivers, knowledge of products, services, and incentives to tailor appropriate solutions to each customer through multi-channel strategy.
• Update customers regarding products, policies and legislation to assist with, and navigate, change

Auckland, New Zealand

• Accountable for building an effective referral processes within selected customer channels, providing expert advice and product recommendations to personal and business customers.
• Championed specialist protection advice, illustrating the value of appropriate products for complex personal and business protection needs.
• Review of relevant customer segments to delivered advice and targeted solutions.
• Managed policy application process with internal and third-party insurers
• Managed portfolio customer review to maximise retention and client satisfaction.
• Achieved agreed customer growth and retention targets.

Cape Town Area, South Africa

• Responsible for building and managing a regional team; providing service, support, and initiatives to grow business and create loyalty. Implemented & managed company sales, operations, marketing &administration.
• Provided strong leadership to the region and ensured brand image, revenue, & margin objectives were achieved
• Developing and leading a sales team to service the Financial adviser network; promoting and providing training to create a “High-performance Culture”
• Ensuring all products, service, initiatives and advice complied with relevant regulations
• Managing the CRM system
• Regular reporting and strategy development

Cape Town Area, South Africa

• Responsible for developing new business streams, while maintaining and nurturing internal and external relationships.
• Held a portfolio of >45 brokers, improved communication channels for joint dedication to common goals.
• Consistently exceeded sales targets and secured growth in client revenue. Increased premium income with ability to adapt sales strategies in the most profitable way.
• Showcased a passion for customer service, sustainable growth, and commitment to broker portfolio.
• Developed business strategies to increase the broker earning capabilities, creating additional commission streams, strengthening relationships and broker-brand loyalty.
• Educated, influenced and mentored brokers

Cape Town Area, South Africa

• Assist intermediaries with ideas and workable plans to grow their businesses – gaining commitment to support client offerings
• Addressing client concerns and clarifying mutual expectations
• Upskilled intermediaries with training support and collateral, ensuring understanding of client products, solutions, and operational requirements.
• Involve product specialists for legal/technical-level requirements.
• Drive and monitor performance against set targets
• Pro-actively expand internal and external network to grow business

Cape Town Area, South Africa

• Providing direct assistance in knowledge and skills and in setting financial wellness and related goals through face-to-face interactions.
• Educated clients in budgeting, credit and debt management, insurance, saving, investing, education planning, retirement planning and estate planning.
• Ensured submission, processing, and payment of client claims, on-time and accurately.
• Liaise with medical practitioners for medical assessments, completing medical reports to process new business applications and claim related reports.
• Build sustainable long term relationships with clients, assisting in achieving financial goals.
• Client complaints, problem resolution, holistic financial planning

Diploma In Business - Leadership And Management, Business Administration, Management And Operations

Lean Six Sigma

Agile | Business Process Improvements

Health And Safety

Activities and Societies: health and safety rep 1 -3 IMPAC is a world-class provider of workplace health and safety. We were founded in.

Certification, Wealth Management, Nqf 5

INSETA develops and implements the best skills and educational solutions for the insurance sector and its employees. The core business.

Certificate, Business Management