Aumair Khalid

Motivated financial professional with over 10 years of progressive experience. Energetic self-starter & team builder that takes accountability for actions. Navigates high-stress situations to achieve goals on time. Possess excellent communication & interpersonal skills, seeking new role in wealth management to progress successful career & pursue advanced qualifications/ CFA.

january 2023 – present

junior wealth manager, Lang & Barratt Int.

• Worked with portfolio managers to promote brokerage services. Client on-boarding duties & targets achieved, with solid intentions of future business for client wealth management.
• Provided clients & management with updated, relevant market information regarding equities analytics, for sound investment decision making.
• Collaborated with analysts to distribute relevant market knowledge to fit needs of HNI clients. Including current market sentiment, trends & equity figures.
• Utilized CRM to maximize productivity.

january 2022 – January 2023

Sales executive – Financial services, personal group plc

• Overachieved KPIs. Adapted to sales process & achieved perfect gateway for FCA compliance.
• Negotiated insurance contracts (new & existing customers) improving results 10% quarterly. 
• Developed individual sales strategies for revenue maximization. Managed pipelines of 7 + accounts per week at times.
• Conducted over 10 presentations per day, utilizing CRM software.

august 2020 – present

Securities lending specialist, stone creek global

• Originated transactions & developed relationships with HNI to achieve personal & corporate goals.
• Raised Capital against securities, listed on over 80 stock exchanges globally, for both B2C & B2B purposes.
• Mastered 360 sales process & collaborated with IAE throughout transactions. Built long-lasting client relationships, with intention of future-business.
• Tracked productivity, produced reports & managed pipeline by utilizing CRM. 

November 2016 – December 2020

Sales negotiator, Resort worldwide properties

• Highly proficient negotiator in a scale-up environment. Negotiated skilfully for client satisfaction, overachieved sales targets & funded over $1M of transactions.
• Acted as the face of the company at over 20 professional events, growing the brand.
• Operated accordingly for HNI client relationships & satisfaction, in over 10 countries. (International travel when required)
• Negotiated with clients & vendors through every single aspect of property transactions. Maximized CRM to manage & build pipelines. 

September 2012 – december 2020

installation engineer, rs connect

• Completed 3-year Apprenticeship including multiple qualifications, entered full-time role before apprenticeship completion.

Introduction to uk financial regulation & professional integrity Certified institute for further accreditation (cifa)