National Bonds 

✅ Client Acquisition – Onboard new clients for savings & investments.
✅ Financial Guidance – Educate on savings & wealth growth.
✅ Customer Support – Assist with accounts & renewals.
✅ Sales Targets – Achieve goals & engage clients.
✅ Compliance – Follow financial regulations.

Financial Planner | Savings & Wealth Growth Specialist

MetLife Gulf

- Providing personalized financial advice and life insurance solutions to clients.
- Successfully helped over 500 families secure their financial future.
- Regularly conduct training sessions on money management.

Financial Advisor | Life Insurance Specialist

Sales & Business Development Manager

Metropolitan Stock Exchange of India Ltd.

Senior Manager - Membership / Business Development

Financial Technologies (India) Limited

Administration Manager

Sales Operations Manager

Senior Executive - Sales Operations

Executive – Administration

Meenakshi Ammal Matriculation School

Vice Principal

Purchase Assistant

I help families & business owners ➔ 𝐬𝐚𝐯𝐞, 𝐠𝐫𝐨𝐰 & 𝐩𝐫𝐨𝐭𝐞𝐜𝐭 𝐦𝐨𝐧𝐞𝐲 ➔ Financial Freedom | Money Coach | Financial Advisor | Trainer | Offering FREE Financial Analysis → Message me 'MONEY' to Get Started 📩

Are you struggling to save? 
Are you worried about your financial future?
Do you want to learn finance in a simple way?

Then you’ve come to the right place.

Whether you're:

• An 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 looking to secure your financial future,

• A 𝗚𝗿𝗼𝘂𝗽 𝗛𝗥 or 𝗼𝗿 𝗟&𝗗 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹, aiming to boost productivity & engagement through financial wellness,

• Or a 𝗣𝗿𝗶𝗻𝗰𝗶𝗽𝗮𝗹, 𝗧𝗲𝗮𝗰𝗵𝗲𝗿, 𝗼𝗿 𝗘𝗱𝘂𝗰𝗮𝘁𝗼𝗿 committed to equipping students with financial planning,

I'm here to help.

I offer:
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✔ Tailored savings strategies
↳ 𝗬𝗼𝘂'll 𝗹𝗲𝗮𝗿𝗻 to grow your savings steadily.

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✔ Financial wellness programs
↳ 𝗧𝗵𝗲𝘆'𝗹𝗹 𝗹𝗲𝗮𝗿𝗻 how financial wellness boosts engagement.

🎓 𝗙𝗼𝗿 𝗦𝗰𝗵𝗼𝗼𝗹𝘀 & 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝗶𝗲𝘀: 
✔ Educational sessions on money
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📩 DM me ‘MONEY’ to get started today, 
or call/WhatsApp +971 55 849 1763.

Best Regards,
𝗔𝗻𝘁𝗵𝗼𝗻𝘆 𝗩𝗮𝗿𝗴𝗵𝗲𝘀𝗲

Financial Planner |14+ years in finance | 
Speaker | Podcast Presenter & Guest | 
Dale Carnegie Certified Trainer

Anthony Varghese

Zurich Insurance

Financial Advisor

MetLife

We provide various attractive solutions for a secure future for you and your loved ones.
International coverage of insurance.
Globally recognized investment plans with high returns.

Emirates India International Exchange

I provided my service as the Assistant Branch ln charge at Emirates India International Exchange while I am a market professional with a wide array of proficiencies such as Management skills, Leadership skills, financial discipline, admin, customer service, team building, efficiency building that result in wealth maximization of the employer.  
Open minded with full potential and optimism to support the objectives of our esteemed organization.

Assistant Branch In charge

UAE Exchange

Well organized Supervisor with excellent leadership skills leading by example.
Over four years of experience in Financial Services industry – Foreign Exchange, Remittance, Banking, Customer Service, Operations and Business restructuring.
Planning and controlling own work, selecting and utilizing appropriate methods, procedures, tools, equipment and standards effectively, to meet all targets set.
Exercising professional judgment within a framework of guidelines provided by superiors.
Current Job Profile is ‘Supervisor’, formally known as ‘Officer’
Worked as Teller/cashier for one and half years.

Branch Supervisor

My responsibilities included.
Overall supervision of the operations in the branch.
Coordinating with and reporting to the branch manager on day-to-day operations.
Coordinating with Liaison office and various Banks around the globe.
Handling enquiries and complaints regarding transactions and solving the issues unsolved by the staff level.
Handling WPS.
Coordinating telephone operations. 
Adherence to the Rules & Regulation set by the Central Bank of UAE.
Implementing, briefing the staff and monitoring all new products and service introduced.
Overseeing the Market fluctuations and bringing out timely business strategies accordingly.
Implementing strategies to meet Branch target set by the Corporate Office.
Attending to all high level meetings of the Corporate Office to evaluate the business activities.
Reporting all essential activity to the Regional/Corporate Office on a daily basis.
Approving and authorizing all cash and non-cash activities.
Constant interaction with Dealing, Remittance, Marketing, Business Development, Finance Department and other essential Departments to smoothen business activities. 
Monitoring the database of Individual and Corporate Customers.
Daily monitoring of Physical Cash movement and Cash holding of the Branch.
Coordination of all accounts activities of the branch.
Initial Orientation for new staffs and Train the staffs in Branch operations and on new products/services introduced

Money Exchange house Supervisor

Branch Operations Supervisor

24 Seven Convenience Store

•	Opened and successfully managed 5 outlets (Sharjah, DMC1, DMC2 and KV).
•	Increased sales volume every month in each store except Sharjah outlet since the opening that resulted in company paying bonus to the employees. 
•	Provided prompt and quality-based customer service in order to keep customers happy, achieve repeat business, increase sales, and enhance the company standard and image in the market.
•	Opened Corporate Accounts and increased the client base by meeting with them at their offices rather than waiting for them to come to us.
•	Designed more attractive merchandise presentation strategies and special marketing campaigns, resulting in increased store traffic and profits. 
•	Trained sales staff to be efficient at their work, which resulted in a sustainable growth and improvement of the company.
•	Increased store inventory while rationalizing the product range and expanded merchandise purchases.
•	Responsibilities included prevention of losses, purchasing, managing staff in hygiene, merchandising, customer service, and all facets of running a convenience store.

Convenience Store Manager

I am currently serving as an advisor of Life insurance & and investment plans I explain various insurance policies and products to my potential and existing clients; and guide my clients in selecting the coverage to meet their needs best by building customized insurance policies and packages to meet clients' needs.

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