Phone: (847) 566-0500 X252
Fax: (847) 566-0100
EBIT Associates is a leading intermediary and investment banking firm advising private and corporate clients on lower middle market transactions. EBIT provides sophisticated solutions in merger and acquisitions, private placement, financial restructuring, fold-ins, IPO’s, project consulting and valuation opinions. We use a customized marketing strategy and state-of-the-art resources, allowing us to close transactions over three times the industry average.
World Insurance Group Inc. 2009 – Present
FINANCIAL ADVISOR / C.E.O.
I operate my own Insurance & Investment financial services company WIG services Chicago and suburbs, offering Financial Planning, Life and Health insurance to consumers and businesses. Recruited, trained and mentored staff for the Agency. Attended over 18 weeks of business, marketing and sales seminars and training programs. Maintained a client satisfaction rating of 95%
Attracted knowledgeable, successful and great professionals with industry experience to join WIG as agents/ brokers.
Created high value relationships with Centers of Influence and Vertical Markets accounting for 60% of the agencies growth.
Citigroup Jan 2006 – March 2008
RELATIONSHIP MANAGER – MIDWEST REGION
Met with local businesses and assisted them in their banking needs, provided customized sales presentations based on a needs analysis and provided consulting services to assist them in business operations. Responsible for adding an average of 50 new accounts each month. Consistently met or exceeded sales goals by 112% as a top performer for the organization. Implemented different market penetration strategies. Developed and maintained good relations with more than 20 Citibank branches & their bankers.
Awarded twice as a top producer & R.M for North America & Canada in new business acquisition and customer service.
Promoted to Senior Relationship Manager.
Won vacation to Vegas for yearly performance.
No customer complains/ zero complains in entire tenure of service, which proofs the level of customer satisfaction, and also co-workers compatibility, healthy working environment and ethics, and good business practice.
Grew new relationships with VAR’s and COI’s adding new referral streams to the bank.
Allianz 2004 – 2005
SALES TEAM MANAGER
Hired, built and created a very successful and motivated team of sales professionals. Worked closely with the training managers and other trainers to make sure each member of my team was highly effective & tried to develop their fullest potentiality. Managed & built a team of 40 agents.
Was always recognized as a manager who thinks outside the box.
Developed not only new market, but also new and effective category of agents â€“ hired housewives, college students and retired professionals as agents to increase the sale, and at the same time creating more entrepreneurs without company’s expenses.
Dropped / drastically improved the retention rate from 22% to 70% just by making the work more fun, and hiring the right person, which if not looked carefully might go unnoticed.
High retention rate increased the revenue and the performance of the team by significant margin.
Invest one (A Citigroup Company) 2003 – 2004
ASST. MANAGER – SALES
Assisted senior Financial Executives in sales process. Managed appointments for senior executives. Sold non variable products. Sold Citibank Gold accounts to HNI clients. Spent a good amount of time observing. Successful high producers and managers.
Always achieved over 150% of sales target.
Along with a fixed salary was upgraded / made eligible for commissions due to a good performance.
Manager’s position was offered at the time of leaving
Light & Power Co. 2000 – 2004
Started part-time (while being a full time student). Completed site visits. Handled and processed workers licenses Purchases and Site attendance & handling of electricians.
Was made a team leader and representative for the site workers after one year of joining.
Salary was raised before the yearly assessment on an exceptional basis.
Loyalty and hard work earned more responsibility and critical areas of work like purchasing, etc.
Practical experience and business school at the same time blend in to bring out the best, and developed the entrepreneurship in me.
Bachelors in Business
Licenses held – NASD Series 7 & Series 66
Health & Life AND Property & Casualty.
FDCP-Certified (Fair Debt Collector Practice)
Skokie Chamber of Commerce
Human Relation Commissionâ€“Village of Skokie
Successful Thinker’s Group
Indian Association of Skokie
Indian Association of Midwest
Art collector’s group
Diversity community for children.
Commissionaire – Education committee
Exhibitor of contemporary art at ‘Murphy Hill Gallery’
Member -‘young professionals group’ (Evanston & Skokie.)
Charity – American cancer society & St. Jude children memorial & cancer research hospital