Inderpreet Kaur {MBA, AWF CII UK}

Experience

• 

  ICICI Prudential Life Insurance Company Limited

  Jun 2005 - Jun 2010

  Key Account Manager

  ○ Developing trust relationships with a portfolio of major clients○ Acquiring a thorough understanding of key customer needs and requirements○ Expanding the relationships with existing customers by continuously proposing solutions that meet their objectives○ Ensure the correct products and services are delivered to customers in a timely manner○ Play an integral part in generating new sales that will turn into long-lasting relationships

• 

  Platinum group company : Vita Wealth Management | Dubai

  Jul 2010 - Feb 2017

  Manager Advisory Services

  ○ Portfolio management ○ Insurance consultancy ○ Retirement planning○ Inheritance planning ○ Sales training ○ Wealth advisory services

• 

  Platinum Insurance Broker LLC

  Apr 2017 - Apr 2019

  Assistant Vice President

  ○ Lead and Supervise sales team and operations .○ Lead the team and track performances○ Create and implement business strategies and goals.○ Develop sales strategies , provide training for sales skill, product knowledge and lifestyle .○ Minimize company risks.

• 

  I-Trust Admonitor's FZCO

  May 2019 - now

  Co-Founder & Managing Director

  When you choose I-Trust Admonitor’s, you choose to grow with us . For us your needs and goals are priorities. You will get right advise for planning your secure future.My role: ○ Efficient client handling to help them achieve their financial goals ○ Hand Holding clients through their financial journey to ensure the meeting of financial goals.○ Develop and execute the company’s business strategies in order to attain goals ○ Successful achievement of all of clients’ goals, present and future. ○ Prepare and implement comprehensive business plans○ Efficient planning of financial goals understanding their needs for retirement, or current cost planning. ○ Plan cost-effective operations and market development activities○ Establish company policies and legal guidelines ○ Build long term and trusting relationships with clients, business partners and authorities.○ Oversee the company’s financial performance, investments and other business ventures○ Supervise the work of executives providing guidance and motivation to drive maximum performance○ Ensure a positive work environment○ Ensure performance appraisal, training and professional development activities ○ Execute public speaking and representational appearances in a professional manner Show less