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 📩

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Best Regards,
𝗔𝗻𝘁𝗵𝗼𝗻𝘆 𝗩𝗮𝗿𝗴𝗵𝗲𝘀𝗲

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

Anthony Varghese

Sukoon Insurance

Responsible in managing all aspects of prospect development from pre-sales through close.
Identify, qualify and sales/expands new business with target organizations to achieve or exceed annual goals.
Build effective and collaborative relationship with the key decision makers within the target organizations.
Uses a highly consultative approach to setup sales meetings and conduct face to face meeting with prospect.
Organizes and execute a multi-faceted sales plan to effectively make direct contact with prospects.
Participate in professional organizations and informal networks to develop, build and sustain pipeline and to obtain prospects.
Ability to engage in client-focused critical thinking

Business Development Manager

Sales Specialist

Insurance Broker

Business Development Specialist

Pinnacle Insurance Brokers LLC 

Responsible in managing all aspects of prospect development from pre-sales through close.
Identify, qualify and sales/expands new business with target organizations to achieve or exceed annual goals.
Build effective and collaborative relationship with the key decision makers within the target organizations.
Uses a highly consultative approach to setup sales meetings and conduct face to face meeting with prospect.
Organizes and execute a multi-faceted sales plan to effectively make direct contact with prospects.
Participate in professional organizations and informal networks to develop, build and sustain pipeline and to obtain prospects.
Ability to engage in client-focused critical thinking.

Corporate Account Executive

Maersk Line

Performs Shipping Operations related tasks assigned in the respective sub process Achieves expected productivity, timelines and quality targets and controls errors. Has responsibility for prompt and effective response to emails.Handles day-to-day communication with stakeholders.Strong leadership skills; able to prioritize, delegate tasks & make sound decisions.

Associate - South Europe Cargo Control

Human Resource Solutions

Worked as a Business Development Executive / Marketing Executive. My responsibilities included getting businesses for the company and advertising the company on different Internet Platforms. Meeting clients, knowing their requirements. Scheduling interviews, selecting the right candidates for the right job.

Marketing Executive

I take this opportunity to introduce myself as a goal oriented . I have completed my Diploma in Business Management and have completed Bachelors in Financial Marketing. 

Started my career working for Human Resource Solution, Getting businesses for the company and advertising the company on different Internet Platforms. Meeting clients, knowing their requirements. Scheduling interviews, selecting the right candidates for the right job.

Also worked for Maersk Line Operation i use to respond to all queries in a timely and accurate manner & escalate difficulties as defined in the Standard Operating Procedures (SOPs).Carry out all the activities in a manner that will contribute to the achievement of individual and team Key Performance Indicators (KPIs).Perform load-list/discharge list/manifest/release of a vessel assigned by the Team Leader as per the SOP/IOP. Responsible for achieving timelines, productivity, accuracy and avoiding penalties (price of non-conformity. Handled day-to-day communication with stakeholder.
 
Currently working for MetLife Gulf. I take care of new business and renewals. Servicing the client, making sure they are in the right direction when it come to Group Medical and Group Life insurance. Helping to tailor make the product according to the client's requirement and deliver the best possible solution. Comparing  all the products from the market and giving an in-dept knowledge about the market products to the client. Highlighting the pro's and con's and helping the client to chose the right product for the company.

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The Battle

Anthony Varghese

Clayton Samson Rodrigues

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