Hasina Umar Shaikh
Sales & Marketing
Kuwait City,KU
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risk and develop solutions.
Overview
18
18
years of professional experience
Work History
Insurance Agent
MetLife
9 2022 - Current
- Maintained high standards of customer service by building relationships with clients
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client
- Expanded client base by actively prospecting for new business opportunities and generating referrals
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Generated leads through cold-calling, networking and other outreach methods
- Approached potential clients by using direct marketing mailings and phone contacts
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Independent Financial Advisor IFA
Prudent Corporate & Advisory Services Ltd
09.2012 - 08.2021
- Taking care of all mutual fund products available in the market
- IPO, Bonds, Government Bonds, Real Estate, Broking, Insurance as well as General and Motor Insurance
- Providing online platform for the entire customer to less paper work and hassle-free investment.
- Built relationships with clients using active listening and issue resolution to provide excellent service
Senior Relationship Officer
Fullerton Securities & Wealth Advisors Ltd.
11.2009 - 11.2011
- Providing free financial planning to the customer
- Handling all the mutual funds investment & demat and broking account of the customer
- Life insurance of ICICI PRUDENTIAL as well as general insurance of ICICI LOMBARD.
Sales Development Manager
HDFC Standard Life Insurance Co Ltd
04.2008 - 09.2009
- Provide support and coordinates all telecalls and marketing activities pertaining to the financial planning and services
- Cultivated a culture of excellence within the sales team by setting ambitious goals, providing regular feedback, and celebrating successes.
- Developed a high-performing sales team through targeted coaching, training, and performance evaluations.
- Follow up with customers to assure satisfaction respond to queries, solicit Further sales, and solve problems, thereby encouraging customers to buy.
- Developed and maintained relationships with key clients to increase sales and customer retention.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Financial Planning Advisor
Aviva Life Insurance Company
10.2006 - 04.2008
- Ensuring maintenance of excellent relation with client & service delivery to generate avenues For additional customers for future
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Built and maintained relationships with clients to provide ongoing support.
- Conducted thorough reviews of clients'' existing financial plans, identifying areas for improvement or adjustment.
Education
Master Degree in Arts (M.A) - undefined
Mumbai University
Bachelor Degree in Arts (B.A) -
Mumbai University
04.2001 - 04.2003
Skills
Ability to organize and work in a team
Ability to learn things quickly
Reasonably good presentation skills
Ability to perform under pressure,
Meet deadline
Client Relations
Life Insurance
Health insurance
New Client Acquisition
Problem-solving abilities
Personal Information
- Passport Number: M7725403
- Father's Name: IMTIYAZ KHAN
- Date of Birth: 05/12/79
- Marital Status: MARRIED
Languages
English, Hindi, Urdu, Arabic
Native language
Disclaimer
I hereby certify that above mention facts are true to the best of my Knowledge
Signature
Hasina Umar Shaikh
Timeline
Independent Financial Advisor IFA
Prudent Corporate & Advisory Services Ltd
09.2012 - 08.2021
Senior Relationship Officer
Fullerton Securities & Wealth Advisors Ltd.
11.2009 - 11.2011
Sales Development Manager
HDFC Standard Life Insurance Co Ltd
04.2008 - 09.2009
Financial Planning Advisor
Aviva Life Insurance Company
10.2006 - 04.2008
Bachelor Degree in Arts (B.A) -
Mumbai University
04.2001 - 04.2003
Insurance Agent
MetLife
9 2022 - Current
Master Degree in Arts (M.A) - undefined
Mumbai University