Financial Professional

1. VIKAS AGGARWAL
04-Jan-1989, vikas.agarwal049@gmail.com, +971-52 475 0365
FINANCIAL PROFESSIONAL
Financial Planning ~ Portfolio Management ~ Financial Operations
High-impact change agent with a significant ability to identify initiatives and facilitate
action-driven plans to support financial growth and objectives.
Performance-oriented professional with comprehensive portfolio, investment, and financial operations experience. A successful
record of developing customized financial strategies and solutions to meet the needs of clients and able to diagnose and report
issues to return organizations to economic stability. Successful in evaluating business and investment opportunities,
quickly understanding companies and their markets. Excellent communication and organizational skills, able to multitask and set
priorities to maximize potential. Strong work ethic with capacity to function well under pressure and display a high level of
competence in a rapidly evolving work environment.
NOTABLE SKILLS & ACCOMPLISHMENTS
 Specialize in one type of financial advice, such as pensions and retirement planning or savings investments plans
 Excellent communication and listening skills.
 The ability to explain complex information clearly and simply.
 The ability to analyse and research information.
 Good sales negotiation and report writing skills.
 An interest in financial products and markets.
PROFESSIONAL HISTORY
Vita Wealth Management FZE. Dubai, UAE 2015 – Present
Relationship Manager
Talented Wealth Manager with exceptional understanding of financial planning and demonstrated track record developing
profitable relationships with high-net worth International clients in Dubai, United Arab Emirates.
 Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
 Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
 Analysing information and preparing plans best suited to individual clients' requirements.
 Researching the marketplace and providing clients with information on new and existing products and services.
 Designing financial strategies.
 Researching information from various sources, including providers of financial products.
 Promoting and selling financial products to meet given or negotiated sales targets.
 Liaising with head office and financial services providers.
 Keeping up to date with new financial products and legislation.
Rainbow Hospitality Group, Dubai UAE Feb 2013 – Mar 2015
Asst. Sales Manager
Supports Sales and Marketing Managers by tracking, investigating, and reporting sales information; resolving
problems.
 Sell hotel guestrooms groups, catering services, and banquet facilities through direct client contact to maximize room
revenue.
 Manage and maintain relationships with key clients in order to produce group and or business travel.
 Met with prospective clients in order to establish a business relationship.
 Responsible for all sales metrics and data analytics in Excel.
 Interacting with guests regularly to gain feedback on quality & service effectiveness.
 Updates managers by consolidating, analyzing, and forwarding daily action summaries.
VIKAS AGGARWAL
04-Jan-1989, vikas.agarwal049@gmail.com, +971-52 475 0365
FINANCIAL PROFESSIONAL
Financial Planning ~ Portfolio Management ~ Financial Operations
High-impact change agent with a significant ability to identify initiatives and facilitate
action-driven plans to support financial growth and objectives.
Performance-oriented professional with comprehensive portfolio, investment, and financial operations experience. A successful
record of developing customized financial strategies and solutions to meet the needs of clients and able to diagnose and report
issues to return organizations to economic stability. Successful in evaluating business and investment opportunities,
quickly understanding companies and their markets. Excellent communication and organizational skills, able to multitask and set
priorities to maximize potential. Strong work ethic with capacity to function well under pressure and display a high level of
competence in a rapidly evolving work environment.
NOTABLE SKILLS & ACCOMPLISHMENTS
 Specialize in one type of financial advice, such as pensions and retirement planning or savings investments plans
 Excellent communication and listening skills.
 The ability to explain complex information clearly and simply.
 The ability to analyse and research information.
 Good sales negotiation and report writing skills.
 An interest in financial products and markets.
PROFESSIONAL HISTORY
Vita Wealth Management FZE. Dubai, UAE 2015 – Present
Relationship Manager
Talented Wealth Manager with exceptional understanding of financial planning and demonstrated track record developing
profitable relationships with high-net worth International clients in Dubai, United Arab Emirates.
 Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
 Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
 Analysing information and preparing plans best suited to individual clients' requirements.
 Researching the marketplace and providing clients with information on new and existing products and services.
 Designing financial strategies.
 Researching information from various sources, including providers of financial products.
 Promoting and selling financial products to meet given or negotiated sales targets.
 Liaising with head office and financial services providers.
 Keeping up to date with new financial products and legislation.
Rainbow Hospitality Group, Dubai UAE Feb 2013 – Mar 2015
Asst. Sales Manager
Supports Sales and Marketing Managers by tracking, investigating, and reporting sales information; resolving
problems.
 Sell hotel guestrooms groups, catering services, and banquet facilities through direct client contact to maximize room
revenue.
 Manage and maintain relationships with key clients in order to produce group and or business travel.
 Met with prospective clients in order to establish a business relationship.
 Responsible for all sales metrics and data analytics in Excel.
 Interacting with guests regularly to gain feedback on quality & service effectiveness.
 Updates managers by consolidating, analyzing, and forwarding daily action summaries.
VIKAS AGGARWAL
04-Jan-1989, vikas.agarwal049@gmail.com, +971-52 475 0365
FINANCIAL PROFESSIONAL
Financial Planning ~ Portfolio Management ~ Financial Operations
High-impact change agent with a significant ability to identify initiatives and facilitate
action-driven plans to support financial growth and objectives.
Performance-oriented professional with comprehensive portfolio, investment, and financial operations experience. A successful
record of developing customized financial strategies and solutions to meet the needs of clients and able to diagnose and report
issues to return organizations to economic stability. Successful in evaluating business and investment opportunities,
quickly understanding companies and their markets. Excellent communication and organizational skills, able to multitask and set
priorities to maximize potential. Strong work ethic with capacity to function well under pressure and display a high level of
competence in a rapidly evolving work environment.
NOTABLE SKILLS & ACCOMPLISHMENTS
 Specialize in one type of financial advice, such as pensions and retirement planning or savings investments plans
 Excellent communication and listening skills.
 The ability to explain complex information clearly and simply.
 The ability to analyse and research information.
 Good sales negotiation and report writing skills.
 An interest in financial products and markets.
PROFESSIONAL HISTORY
Vita Wealth Management FZE. Dubai, UAE 2015 – Present
Relationship Manager
Talented Wealth Manager with exceptional understanding of financial planning and demonstrated track record developing
profitable relationships with high-net worth International clients in Dubai, United Arab Emirates.
 Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
 Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
 Analysing information and preparing plans best suited to individual clients' requirements.
 Researching the marketplace and providing clients with information on new and existing products and services.
 Designing financial strategies.
 Researching information from various sources, including providers of financial products.
 Promoting and selling financial products to meet given or negotiated sales targets.
 Liaising with head office and financial services providers.
 Keeping up to date with new financial products and legislation.
Rainbow Hospitality Group, Dubai UAE Feb 2013 – Mar 2015
Asst. Sales Manager
Supports Sales and Marketing Managers by tracking, investigating, and reporting sales information; resolving
problems.
 Sell hotel guestrooms groups, catering services, and banquet facilities through direct client contact to maximize room
revenue.
 Manage and maintain relationships with key clients in order to produce group and or business travel.
 Met with prospective clients in order to establish a business relationship.
 Responsible for all sales metrics and data analytics in Excel.
 Interacting with guests regularly to gain feedback on quality & service effectiveness.
 Updates managers by consolidating, analyzing, and forwarding daily action summaries.

2. VIKAS AGGARWAL Page 2
PROFESSIONAL HISTORY (Continued)
Unicon Investment Solution Pvt. Ltd. India Oct 2009 – Dec 2012
Relationship Officer
Responsible for developing a portfolio of accounts through new business development. Also in charge of looking for bring
opportunities and for managing the full negotiation and close process with clients from start through to finish.
(Selling ICICI Prudential & Reliance Life Insurance Products)
 Managing the sales process for new prospects, from initial contact through to closure.
 Dealing with customer enquiries face to face, over the phone or via email.
 Contacting prospective customers and discussing their requirements.
 Achieving all revenue targets & objectives in line with the Area Business Plan.
 Working closely with the marketing team to produce any sales collateral required for the target market.
 Reporting business trends and area performance to the National Sales Manager.
 Developing & maintaining successful business relationships with all prospects.
 Identifying what customers want.
 Planning and organizing the day to ensure all opportunities are maximized.
 Developing a full understanding of the business market-place.
India Infoline Pvt. Ltd. India Jul 2007 – Sep 2009
Sales Officer
Selling insurance products by qualifying applicants, following leads and soliciting business.
(Selling ICICI Prudential & Reliance Life Insurance Products)
 Marketing and Selling insurance products to new and existing clients within a defined geographical area.
 Providing insurance and financial services to individuals, families and businesses.
 Collecting and analyzing complex insurance quotes, comparing them and then finding the cheapest quote.
 Responding to customer inquiries and requests regarding insurance products.
 Attending all sales meetings and sales strategy sessions.
 Contacting and liaising with underwriters.
 Gathering accurate and complete marketplace intelligence.
 Following up any sales related enquiries.
EDUCATION
CALORX TEACHER’S UNIVERSITY, Ahmedabad, India 2012
Graduation: Bachelor of Arts. (Political Science, Sociology, History)
National Institute of Open Schooling (NIOS) Board, India 2009
Senior Secondary Education
Uttar Pradesh Board of Education, India 2009
Secondary Education
COMPUTER LITERACY
 MS-Office
 Photoshop
 Corel Draw (Designing).
PERSONAL DETAILS
Language: English and Hindi
Marital Status: Single
Passport Status / No. : Indian / K60127920