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Michael Jackson Frank


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Profile Views 260
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Skills
Financial planning Personal Finance Accounts
  • Experience
    2 Years
  • U.A.E Experience
    --
  • Industry
    Banking & Finance
  • Nationality
    Indian
  • Visa status
    Visit Visa in UAE
  • Qualification
    Master - Masters in Banking & Insurance
  • Driving License:
Other Matching Titles/Position
Industry Titles
Banking & Finance

Summary of Career

1. Sourcing New/Referrals of Existing Clients for Business (Cold Calling/Direct contact)

2. Advising Suitable Investments (Equity/Debt) based on Client's need

3. Assisting client's to Onboard and track Investments closely

4. Document collection,screening and verification by completing formalities

5. Complete Client Needs to help achieve their Goals

6. Focussing on High Net worth Individuals

7. Cross Selling & up selling of products

8. Knowledge about all Financial products

9. Analyzing client Risk profile

10. Satisfying clients needs by providing suitable investments

Work Experience (Employment History)

Experience as Relationship Manager

  • Employer

  • From

    01 June 2018

  • To

    15 July 2019

  • Detail

    Sourcing New Clients for Investments into different products into Equity/Debt

Experience as Business Devp Executive

  • Employer

  • From

    01 January 2016

  • To

    15 January 2017

  • Detail

    Corporate Salary Account with other banking Products

Academic Qualification

Master 15 May 2017

Masters in Banking & Insurance

Other 30 December 2015

Post Graduate Diploma in Banking management & Financial Planning
Certifications
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