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
swipe to browse
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
Similar Profiles
Usama RaufUsama Rauf
Underwriting Manager at Savington International Insurance Brokers LLCUnderwriting Manager at Savington International Insurance Brokers LLC
Tabsheera TaherTabsheera Taher
Accountant at Lockton Insurance Brokers LLCAccountant at Lockton Insurance Brokers LLC
Yamini PurohitYamini Purohit
Senior Medical Underwriter at Pioneer Insurance Brokers LLCSenior Medical Underwriter at Pioneer Insurance Brokers LLC
Jason ChowJason Chow
Technical Lead at Te Whatu Ora - Health New ZealandTechnical Lead at Te Whatu Ora - Health New Zealand
Shiqi(Sara) WangShiqi(Sara) Wang
Teacher at Justkidz BeachlandsTeacher at Justkidz Beachlands