Saad Shaikh Email and Phone Number

Pioneering groundbreaking sales strategies and activating untapped revenue streams at top-tier tech firms. If there's a deal to be sealed, I am one who can seal it in no time. Offering laser-focused guidance to businesses seeking to navigate the ever-shifting tides of the digital landscape. I don't just consult; I illuminate pathways to success.

• Achievement of financial goals – through management of team of TL’s and TC’s and potential creation of new markets (as per the approved strategic plan)• Oversight and Management of activities within the established legal and compliance rules of engagement• Defining how Target Market clients will be acquired and booked – and to achieve the plan for this region by building and managing team• Building processes and procedures that conform to the standards and local regulations in… Show more • Achievement of financial goals – through management of team of TL’s and TC’s and potential creation of new markets (as per the approved strategic plan)• Oversight and Management of activities within the established legal and compliance rules of engagement• Defining how Target Market clients will be acquired and booked – and to achieve the plan for this region by building and managing team• Building processes and procedures that conform to the standards and local regulations in conjunction with the relevant IPB/Citi internal department• Working with in country management (and required stakeholders across various entities being a complex cross-border business)• Lead/creating a team of Senior Relationship Managers and Relationship Managers, and setting the vision, providing motivation and empowering them to reach organizational goals• Providing l organizing coaching and development under a robust supervisory structure that ensures all business is carried out in a compliant manner and that staff are trained in the core capabilities of – sales process, compliance and product and market knowledge. Show less

• Ensuring all staff are providing services in a compliant manner.• Managing a portfolio of clients and leading by example• Take responsibility to build relationships with key clients and influencers inside and outside the business that can enhance the future opportunities of the business and generate incremental revenue streams for the Senior Relationship Managers and Relationship Managers who work for them, by exploring and closing out new business opportunities/channels/networks•… Show more • Ensuring all staff are providing services in a compliant manner.• Managing a portfolio of clients and leading by example• Take responsibility to build relationships with key clients and influencers inside and outside the business that can enhance the future opportunities of the business and generate incremental revenue streams for the Senior Relationship Managers and Relationship Managers who work for them, by exploring and closing out new business opportunities/channels/networks• Increase the client base through; networks, hiring TM’s, TC’s with existing books, client referrals (MGM), events, overseeing calling programs, etc.• Ensure achievement of the elements of the financial plan within their direct control for the country / region covered as well as influencing and agreeing to the goals set in terms of client growth, cross sales of investment products (volume and value), retention of funds and clients• Maintenance of a robust control environment within which staff carry out their duties, ensuring effective monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work – ensure close and effective management of the “dual relationship” concept• Broad based knowledge of financial products and services, financial markets and economic environments• Propensity to acquire broad based knowledge of different country’s regulations and operate within them• Demonstrate ability and aptitude of running a sales team with a mix of skills, preferably within an international context, having demonstrated an ability to exceed expectations via development of multi-level staff• First class presentations skills to influence senior executives with their persuasiveness of argument Show less