Cherian Panavila John
Flat Bush,Auckland
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Summary
Accomplished Strategic Business Development Professional with solid record directing operations, sales and marketing activities. Persuasive negotiator with diplomatic communication style and relationship-building expertise. Collaborative professional committed to providing staff & clients with reasonable, business-smart solutions to common issues.
Overview
16
16
years of professional experience
Work History
Head of Business-IFAs(Life, Health & Investment)
Continental Insurance Brokers LLC
Abu Dhabi, UAE
10.2018 - 04.2023
- Planned, coordinated, organized and directed all agency operations.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Supervised company social media and marketing efforts to expand brand awareness and attract new customers.
- Delegated work to staff, setting priorities and goals.
- Monitored progress by establishing plans, budgets and measuring results.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Kept records for production, inventory, income and expenses.
- Interviewed, trained and supervised employees.
- Resolved issues quickly through meticulous research and quick decision-making.
- Kept up-to-date on regulatory changes affecting business operations.
- Mentored and trained new hires on sales techniques and customer service procedures.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
Group Team Manager (Financial Advisor)
Continental Insurance Brokers LLC
Sharjah, UAE
11.2013 - 09.2018
- Promoted business to increase customer base and grow revenue.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Assigned work and monitored performance of project personnel.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Provided extensive training and coaching to build strong, talented and client service-oriented financial team.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Created and managed budgets for travel, training and team building activities.
- Devised business plan and identified target customers.
- Provided ethical, objective and holistic financial planning advice to clients.
- Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
Senior Financial Advisor
Nexus Insurance Brokers LLC
Abu Dhabi, UAE
11.2006 - 11.2013
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Provided ethical, objective and holistic financial planning advice to clients.
- Asked appropriate questions and conducted in-depth research to gain valuable and thorough understanding of every client's financial situation and future needs.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Devised business plan and identified target customers.
- Grew assets under management through referrals and new business opportunities.
- Provided recommendations for education funding, estate planning and insurance gap analysis.
Education
MBA - Marketing
Indra Gandhi National Open University
New Delhi, IndiaFinancial Advisors International Qualification (FAIQ-UK)
Chartered Insurance Institute
London, UKBuilding High Performance Teams
LinkedIn Course
Becoming Head of Sales
Linkedin
Business Development - Strategic Planning
Linkedin
Instructional Design Essentials - Model of ID
Linkedin
Skills
- Team management
- Business Acumen
- Relationship Management
- Verbal and Written Communication
- Active listening and persuasive skills
- Time Management
- Negotiation Tactics
- Problem-Solving
- Analytical and Critical Thinking
- Procurement
- Consultative Selling Skills
- Resilience
- Multitasking and Prioritization
- Mentoring & Leadership Support
- Performance Evaluations
- Microsoft Office
- New Business Development
- Team building expertise
- Effective negotiator
- Excellent listening skills
- Operations
- Goals and performance
- Territory Management
- Sales expertise
- Sales pipeline management
- Revenue and profit maximization
- Relationship building and rapport
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Head of Business-IFAs(Life, Health & Investment)
Continental Insurance Brokers LLC
10.2018 - 04.2023
Group Team Manager (Financial Advisor)
Continental Insurance Brokers LLC
11.2013 - 09.2018
Senior Financial Advisor
Nexus Insurance Brokers LLC
11.2006 - 11.2013
MBA - Marketing
Indra Gandhi National Open University
Financial Advisors International Qualification (FAIQ-UK)
Chartered Insurance Institute
Building High Performance Teams
LinkedIn Course
Becoming Head of Sales
Linkedin
Business Development - Strategic Planning
Linkedin
Instructional Design Essentials - Model of ID
Linkedin
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