Omer Nauman Khan
Financial Advisor - Bancassurance
Karachi,SD
Summary
Customer-focused Bancassurance Advisor with a strong understanding of banking products and insurance policies. Dedicated to providing exceptional customer service, building trust, and ensuring clients understand their financial needs. Skilled in needs analysis, product presentation, and closing sales.
Overview
13
13
Years of professional experience
Work History
Bancassurance Advisor
Eastern Federal Union Insurance Company Limited
Karachi, Sindh
06.2016 - Current
- Promoting and selling insurance products to bank customers.
Identifying potential clients and cross-selling opportunities within the bank's customer base. - Achieving individual and team sales targets.
- Providing excellent customer service and addressing customer
inquiries. - Offering financial advice and recommending suitable insurance
solutions. - Following up with clients on renewals and policy servicing.
- Provided exceptional after-sales support to clients by addressing
queries, concerns, or requests promptly with professionalism and
empathy. - Maintained compliance with regulatory requirements, adhering to industry guidelines and best practices at all times.
Team Leader
Jubilee Life Insurance Company Limited
Karachi, Sindh
02.2012 - 06.2016
- Set performance expectations for the team, monitoring progress
towards goals and providing constructive feedback as needed. - Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Assisted in recruitment to build team of top performers.
- Motivated team members to surpass their targets, recognizing and
rewarding their achievements. - Developed and executed training programs that significantly improved team skills and morale.
- Built and maintained strong client relationships, leading to repeat
business and referrals. - Increased customer satisfaction with prompt and accurate issue
resolution, leading dedicated customer service team. - Evaluated customer needs and feedback to drive product and service improvements
Education
MBA - Finance
09.2007 - 06.2009
BBA - Business Administration
02.2004 - 01.2007
Skills
Excellent written and verbal communication skills
undefinedLeadership Statement
Seeking a challenging leadership role where I can leverage my proven leadership skills to drive team performance, contribute to organizational growth, and develop my own leadership capabilities
Timeline
Bancassurance Advisor - Eastern Federal Union Insurance Company Limited
06.2016 - Current
Team Leader - Jubilee Life Insurance Company Limited
02.2012 - 06.2016
Preston Institute of Management Science & Technology - MBA, Finance
09.2007 - 06.2009
Preston Institute of Management Science & Technology - BBA, Business Administration
02.2004 - 01.2007
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