Samar Khan Patni Email & Phone Number

Edmonton, Ab, Ca

Canada

Client Executive - Risk Management

Canada

Dubai, Uae

Willis Group Holdings plc. as a leading global risk advisor, insurance and reinsurance broker. With roots dating to 1828, Willis operates today on every continent with more than 18,000 employees in over 400 offices. Al Futtaim Willis Co. LLC is a joint venture between Al Futtaim and Willis Group. Willis has been in the Middle East for over 37 years with offices in Bahrain, the Kingdom of Saudi Arabia and the UAE and our current staff strength in the region is over 180. WORK PROFILEResponsible for driving the growth of Employee Benefits and General Insurance practices by generating new business opportunities. Handling Commercial, Marine and Employee Benefits Insurance enquiries from clients.Successful in developing relationship with key personnel’s and decision makers at major CorporatesAdvising clients and prospects of their insurance needs and requirements by assessing business profile and analyzing the risk Assisting specialized teams in preparation of client specific proposition, comparison matrix and quotation slips for specific lines of insurancesResponsible for major accounts servicing and renewals - Employee Benefits ( Medical & Life )Liaising with Insurers for quotes and placement of Insurance programmeAssisting specialized teams in preparation of client specific propositions, comparison matrix and quotation slips for specific lines of insurances. Interfacing with colleagues from other practices and regions on assignments that reflect the client’s broader business issuesAssisting the Employee Benefits Carrier management team in identifying target insurance markets, liaising directly with insurer for competitive quotes and preparing the technical comparison for presentation and recommendation to clientsPresenting Employee Benefits proposition to Board Members/ Directors of Corporates at the final stage of appointment

Mumbai Area, India

IDBI Capital as an institutional player and provides an entire gamut of Capital Market services encompassing: 1.Public Offerings 2.Qualified Institutional Placements 3.Buyback 4.Takeover 5.Preferential Allotments 6.External Commercial Borrowings, FCCBs, etc.The above activities entails liasioning with institutional investors such as treasury departments of Domestic Institutions, Banks and corporates, fund managers of mutual funds, private equity firms, FIIs, HNIs.WORK PROFILE Managed & serviced Mutual Funds and Insurance companies by catering to their corporate access and research requirements.  Successfully placed Initial Public Offers ( IPO's ). Responsibilities included liaising with the ECM team on behalf of Institutional Equities and marketing the issue across all clients Lead business development initiative with success in empanelment of Mutual Funds

Mumbai Area, India

Edelweiss is one of India’s leading diversified financial services Group. Edelweiss offers a large range of products and services spanning across asset classes and consumer segments.Its businesses are broadly divided into Credit including Retail Finance and Debt Capital Markets, Commodities, Financial Markets, Asset Management and Life Insurance.Edelweiss covers 240 offices in 125 cities including eight international offices with 5,555 employees catering to over 572,000 clients across various businesses in retail and wholesale segments. WORK PROFILEBacking up as sales trader for Europe and US geographies and assisting with confirmations and EOD process Covering cement, commodities and financials sectors on behalf of the trading desk with the objective of generating trading ideas with fundamental rationale

Master Of Business Administration (M.B.A.), Finance And Financial Management Services

Bachelor Of Engineering (B.Eng.), Chemical Engineering