AZIZ ABBAS SHAIKH
Pune
Summary
Entrepreneur with strong background in launching and scaling successful ventures. Skilled in strategic planning, business development, and financial management. Known for fostering team collaboration and consistently achieving high-impact results. Adept at adapting to changing market conditions and driving innovation.
Overview
20
20
years of professional experience
Work History
Founder
Invypluss Financial Services
01.2018 - Current
- Strategic Leadership: Established and scaled a high-performing Direct Selling Agent (DSA) business, specializing in loan facilitation, financial consulting, and client acquisition.
- Business Development: Built and nurtured strong relationships with banks, NBFCs, and financial institutions to expand product offerings and enhance service delivery.
- Sales & Revenue Growth: Designed and executed result-driven sales strategies, achieving consistent revenue growth and high conversion rates in loan products, including home loans, LAP, business loans, and personal loans.
- Client Relationship Management: Led a customer-centric approach by providing tailored financial solutions, ensuring superior client satisfaction and long-term retention.
- Operational Excellence: Streamlined business operations by implementing automation tools, CRM systems, and digital marketing strategies for efficient lead generation and management.
- Compliance & Risk Management: Ensured adherence to regulatory guidelines and financial compliance standards, minimizing risks while maintaining ethical business practices.
- Team Building & Leadership: Recruited, trained, and mentored a high-performing sales team, fostering a results-driven culture and enhancing overall business performance.
- Market Expansion: Identified new business opportunities, penetrated untapped markets, and established a strong brand presence in the financial services industry.
- Data-Driven Decision Making: Utilized market insights, customer data, and analytics to refine business strategies, optimize product offerings, and enhance profitability.
- Industry Networking: Represented the company at industry events, financial summits, and networking platforms to strengthen partnerships and business alliances.
Financial Consultant
Wehbe Insurance Services Dubai
09.2016 - 09.2017
- Client Relationship Management: Built strong relationships with clients through consistent communication and exceptional customer service.
- Market Analysis: Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Financial Guidance: Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Portfolio Management: Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Risk Mitigation: Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Financial Education: Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Performance Reporting: Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability to stakeholders.
Fleet & Corporate Sales Executive
AL FUTTAIM MOTORS Dubai
03.2014 - 04.2016
- Fleet Sales & Business Development: Identified and acquired corporate clients, government entities, and fleet operators, driving revenue growth.
- Client Relationship Management: Built long-term partnerships, provided tailored fleet solutions, and ensured exceptional after-sales support.
- Strategic Sales Planning: Analyzed market trends, optimized pricing strategies, and executed fleet sales initiatives to maximize profitability.
- Collaboration & Coordination: Worked closely with internal teams (finance, operations, and after-sales) to streamline sales and service processes.
- Financial & Contract Management: Negotiated fleet financing, leasing options, and contract terms while ensuring compliance with company policies.
- Performance & Reporting: Tracked KPIs, prepared sales reports, and contributed to corporate roadshows, industry events, and marketing campaigns.
Senior Advisor – Insurance & Investment Solutions
Abu Dhabi Islamic Bank (ADIB)
03.2013 - 02.2014
- Strategic Bancassurance Consulting – Develop and implement high-impact bancassurance strategies, driving insurance product penetration across banking channels.
- Relationship Management – Build and nurture strong relationships with bank partners, ensuring seamless collaboration to enhance insurance sales and customer experience.
- Financial Advisory & Wealth Planning – Provide tailored insurance and investment solutions to clients, aligning financial products with their long-term wealth and risk management goals.
- Revenue & Sales Growth – Achieve and exceed sales targets by leveraging data-driven insights, cross-selling, and upselling bancassurance products.
- Training & Development – Conduct in-depth training sessions for bank staff, enhancing their product knowledge and sales capabilities to maximize business potential.
- Regulatory Compliance & Risk Management – Ensure strict adherence to industry regulations, bank policies, and ethical sales practices while mitigating operational risks.
Insurance & Financial Planning Specialist
MetLife Alico Dubai
06.2011 - 02.2013
- Client Advisory & Risk Assessment – Analyze clients' financial needs and risk exposure to recommend tailored insurance solutions.
- Insurance Portfolio Management – Guide clients in selecting and managing life, health, and general insurance plans to ensure comprehensive coverage.
- Sales & Business Development – Drive revenue growth by acquiring new clients, upselling policies, and maintaining strong client relationships.
- Market & Product Analysis – Stay updated on industry trends, insurance products, and regulatory changes to provide informed advice.
- Claims Assistance & Policy Servicing – Support clients in policy renewals, claims processing, and resolving insurance-related queries efficiently.
- Compliance & Ethical Advisory – Ensure adherence to regulatory guidelines and maintain ethical selling practices to build trust and credibility.
Corporate Relationship Executive
BARCLAYS BANK Dubai
11.2009 - 04.2011
- Corporate Client Acquisition – Identify, target, and onboard new SME clients, expanding the corporate banking portfolio through tailored financial solutions.
- Account Management & Growth – Maintain and nurture long-term relationships with corporate clients, ensuring steady account balances and enhanced engagement.
- Foreign Exchange & Treasury Operations – Provide expert guidance on currency exchange, foreign trade transactions, and treasury products to optimize financial performance.
- Cash Flow & Liquidity Management – Assist SMEs in managing liquidity efficiently, offering customized banking solutions to meet their financial needs.
- Risk Assessment & Compliance – Ensure adherence to regulatory requirements and mitigate risks in foreign trade, treasury, and corporate banking transactions.
- Cross-Selling & Revenue Generation – Drive revenue growth by cross-selling banking and financial products, including loans, trade finance, and investment solutions.
- Strategic Advisory & Market Insights – Offer SMEs valuable market intelligence on forex trends, trade policies, and treasury management strategies for informed decision-making.
Senior Relationship Executive – Retail Banking
HSBC Dubai
04.2007 - 05.2009
- Client Acquisition & Relationship Management – Proactively engage with high-net-worth and NRI clients to offer tailored banking solutions, ensuring long-term relationships and customer retention.
- Sales & Revenue Growth – Consistently exceed sales targets for personal loans, credit cards, and premier/NRI account openings, contributing to overall branch profitability.
- Cross-Selling & Upselling – Identify customer needs and provide multi-product banking solutions, including personal loans, wealth management services, and premium credit cards.
- Compliance & Documentation – Ensure all applications meet regulatory and KYC compliance standards for NRI and premier accounts, maintaining accuracy and transparency.
- Market Research & Lead Generation – Conduct market analysis to identify potential customers, implement strategic sales approaches, and convert leads into long-term banking clients.
- Customer Service Excellence – Deliver exceptional banking services by addressing client queries, resolving issues promptly, and ensuring a seamless onboarding experience.
- Collaboration & Networking – Work closely with internal teams, including loan processing, risk management, and wealth advisors, to provide holistic financial solutions to customers.
Relationship Executive
MASHREQ Bank, Dubai
04.2005 - 03.2007
- Lead Generation & Sales: Proactively engage potential customers to promote and sell credit cards, ensuring targets are met.
- Product Consultation: Educate clients on credit card features, benefits, and offers to enhance customer satisfaction.
- Customer Engagement: Build and maintain strong relationships with customers, addressing inquiries and resolving concerns.
- Market Research: Conduct market analysis to identify new sales opportunities and improve customer acquisition strategies.
- Application Processing: Verify documents, process applications, and ensure compliance with banking policies and regulations.
Education
Master in Management Science - Marketing Management
MES Institute of Management & Career Courses(IMCC)
Pune, India06.2004
Master of Commerce - Cost Works & Accounting
Haribhai V. Desai College of Commerce, Arts
Pune, India07.2003
PG Diploma in Business Management - Marketing Management
MES Institute of Management & Career Courses(IMCC)
Pune, India06.2003
Skills
- Strategic Business Development
- Sales Growth Strategy
- Customer Relationship Development
- Digital Marketing Strategy
- Risk & Compliance Management
- Team Leadership & Training
Timeline
Founder
Invypluss Financial Services
01.2018 - Current
Financial Consultant
Wehbe Insurance Services Dubai
09.2016 - 09.2017
Fleet & Corporate Sales Executive
AL FUTTAIM MOTORS Dubai
03.2014 - 04.2016
Senior Advisor – Insurance & Investment Solutions
Abu Dhabi Islamic Bank (ADIB)
03.2013 - 02.2014
Insurance & Financial Planning Specialist
MetLife Alico Dubai
06.2011 - 02.2013
Corporate Relationship Executive
BARCLAYS BANK Dubai
11.2009 - 04.2011
Senior Relationship Executive – Retail Banking
HSBC Dubai
04.2007 - 05.2009
Relationship Executive
MASHREQ Bank, Dubai
04.2005 - 03.2007
Master in Management Science - Marketing Management
MES Institute of Management & Career Courses(IMCC)
Master of Commerce - Cost Works & Accounting
Haribhai V. Desai College of Commerce, Arts
PG Diploma in Business Management - Marketing Management
MES Institute of Management & Career Courses(IMCC)
Similar Profiles
Michael SmithMichael Smith
Vice President/Product Director at Voya Financial/ING/Aetna Financial ServicesVice President/Product Director at Voya Financial/ING/Aetna Financial Services
Heather MooreHeather Moore
Team Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial ServicesTeam Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial Services
Christian WallaceChristian Wallace
Financial Paraplanner at M Financial Planning Services (LPL Financial)Financial Paraplanner at M Financial Planning Services (LPL Financial)