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Qualifications
- Diploma in Electronics Engineering (Fr. Agnel Polytechnic. Mumbai).
- Masters in Business Administration - Finance (University of Wollongong, Dubai).
- CII - Award in Financial Planning (Chartered Insurance Institute, U.K.),
- CISI Level 3 - International Certificate in Wealth & Investment Management. (Chartered Institute for Securities & Investment, U.K.).
- CISI Level 3 - Risk in Financial Services (Chartered Institute for Securities & Investment, U.K.).
Time in industry
- 26 years work experience with 13 years in Financial Services and 2 years in business / project finance, all in Dubai.
Key skill sets relating to what we do
- Business management skills including sales, marketing, operations and finance.
- Over 20 years of sales and client relationship management experience, managing distribution networks and vendor relationships.
Key Roles performed
- Founder of Wealthbullet Commercial Brokers LLC.
- Building a customer focused business model for Wealthbullet.
- Meeting the expectations of funding channel and investment providers
- Sourcing the right projects for funders and investors.
- Managing overall relationships with introducers and other intermediaries.
- Managing client expectations and ensuring overall effectiveness of fund raises.
Achievements in finance industry
- Managed millions in client monies across various types of investments.
- Owned business consultancy company helping clients protect their business and leave a proper legacy for their family through effective business protection and legacy planning.
- Built an extensive financial network that helped setup Wealthbullet with the right teams in place, and to work with clients that we believe our investors can support and fund.