1. KAMESH. P
Mobile: +971 561032785
E-Mail: kameshmba059@gmail.com
OBJECTIVE:
To secure a challenging position where I can effectively contribute my skills as Financial
Professional, possessing competent Functional & Technical Skills.
Educational Qualification & Driving License:
• M.B.A in Finance and marketing (year of passing 2007 - 2009) SASTRA University, Tanjore,
India.
• B.com, (year of passing 2004 - 2007) SASTRA University, Tanjore, India.
• Valid UAE Driving License.
PROFESSIONAL SUMMARY:
• Possess strong analytical and problem solving skills, with the ability to make well
thought out decisions.
• Excellent knowledge on Microsoft Office tools and hands on experience on MS Excel.
• Resourceful in the completion of projects or tasks, effective at multi-tasking
• Good written and verbal communication skills.
• Highly trustworthy, discreet and ethical.
Professional Experience:
FIRST GULF BANK (Abu Dhabi, U.A.E)
Designation: RELATIONSHIP OFFICER – BANC ASSURANCE & WEALTH MANAGEMENT
Duration: MAR 2013 – Till Date.
• Analyze customers' financial situation and identify their financial needs and recommend
relevant products and structure solutions to best suit their needs.
• Provide quality after-sales services to maintain the customer relationship and solicits
referral business to expand the customer base.
• Provide professional insurance planning services and pre-sales information, meet potential
customers and answer complex insurance enquires.
• Make referrals to other channels based on identified customer needs, preferably with high
probability of closure.
• Qualified for international trip conducted by FGB (Prague in 2014).
• Supporting the team for all checking applications, provider requirements, booking the case
for targeted month.
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2. RAK BANK (Abu Dhabi, U.A.E)
Designation: CLIENT RELATIONSHIP OFFICER - BANC ASSURANCE
Duration: June 2011-Feb 2013
Job Responsibilities: (LIFE INSURANCE AND GENERAL INSURANCE)
Acquiring new clients which facilitated various investment detailing and steadily enhanced
revenue of the company thus brining bank at par with the market standards.
Strict adherence to laid down guidelines, operating procedures and credit guidelines with
due diligence being carried out with respect to money laundering regulations etc.
Responsible for transaction balance in the accounts.
Managing and maintaining complete portfolio of client (KYC’s, renewals etc).
HDFC STANDARD LIFE INSURANCE
Duration : OCT 09 TO MAY 11
Designation : INSURANCE ASSOCIATE
Job Responsibilities:
Handling 16 branches of Indian Bank for bank assurance sales.
Formulate new strategies for Business Development & to avoid Customer
complaints.
Responsibilities for generating sales and renewals.
Identity new potential customers.
Keep track on market opportunities & threat.
Planning the day to day activities and reporting Sales Manager.
Manage and drive the Bank employees for achieving sales target.
Max New York Life Insurance
Duration : NOV 08 TO APRIL 09
Designation : Recruitment consultant
Job Responsibilities:
Identification of agents for direct marketing
Briefing of Insurance Products to agents and commission, organization and job
opportunity
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3. Conducting road shows for marketing the Insurance Product
Building contact database thru alumni list form the colleges and proceed for next level
interview
Understanding Company’s requirement laying special focus on Job Description and
Job Specification.
Taking telephonic interview, screening the suitable candidates.
Review complete candidate profile & evaluate applicant work history, education and
training, job skills, desired salary and personal qualification against open requirement.
Scheduling final interview with HR for the short listed candidates
Conduct reference check.
Summer Intenship Training:
• Training in max New York life insurance Company
Educational Achievements:
I have participated 11 times in Paper Presentations held in various colleges at different levels.
Presented and won Prize for the paper mutual funds in two days international seminar on
recent trends in market at Bharathidasan University.
Presented and won Prize for the ADZAP in National level seminar on Annai entrepreneurs
meet 2007 at Annai College.
Other Achievements:
Received best cadet award in NSS
Got best MAN OF PERSONALITY award in higher secondary.
PERSONAL PROFILE
Date of Birth : 22-04-1987
Sex : Male
Marital Status : Single
Languages Known : English, Tamil and Malayalam.
Nationality : Indian
DECLARATION
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4. I hereby declare that the above-mentioned information is correct up to my knowledge and I bear
the responsibility for the correctness of the above-mentioned particulars.
Place : Abu Dhabi Signature
Kamesh. P
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