Speakers Patronizing LIRT

SANJAY TOLANI

SANJAY TOLANI

Sanjay Tolani is from Dubai – the young energetic trainer is with various Academic Qualifications.

Bachelor of Business Administration (Finance & Banking)

Master of International Business

Associate, Customer Service and Financial Service from  Loma Financial Services Education

 

Fellow, Life Management Institute

 

Master of Applied Finance & Banking and Currently a student of Doctorate of Business Administration (DBA) University of Liverpool.

 

His Professional experiences are as -                  

Executive Sales Manager

  • Training & recruiting teams for Insurance & Investment Advisory services.
  • Managing the administrative team on developing strategies for Business Development.
  • Creating online & technological systems for corporate & team operations.
  • Managing relationships with Clients in other countries out of UAE.
  • Managing the corporate structure and expansion to new markets.
  • Developed key JV relationships in 16 countries to support clients in a total of 53 countries.
  • Providing Investment & Financial planning guidance to HNI & UHNI Clientele.
  • Managing expectation & Development of relationship with Stakeholders.
  • Cashflow Management along with key people who directly manage the day to day activities of the organization.
  • Reporting to Board of Directors on the further expansion plans of the organization in India & South East Asia.
  • Strategic Management & Marketing Decisions
  • An advisor on new product development for Insurance companies & Reinsurance syndicates.

 

 

 

  • Advisor to corporate clients on Pensions & Employee Welfare
  • Advisor on Legacy Planning & Estate Planning
  • Managing JV relationships with Law firms, Chartered Accountancy & Tax advisory firms & Doctors for providing holistic services to clients.
  • Developed system for managing the process workflow from a traditionally run family business to an independent entity to make the business more separate from it owners.
  • Innovation on actuarial tables for modifying and analysis of new risks developing and pertaining to emerging markets.
  • Development of refulation as a member of the Insurance Association in UAE.

 

The Professional Activities of Sanjay are -

  • Talk shows on business radio channels: for (Financial Planning & Investment Strategies).
  • Member of the Indian Business & Professional Council for developing key relationship with the Indian Government & exploring business opportunities and synergizing with business counterparts across borders.
  • Business Strategy Profiled in an international magazine “Round the Table” 2009 – Finances 101.
  • Talk Show on Bloomberg.
  • Youngest MDRT in 2003 in his area.
  • Youngest Member of MDRT in Association for Financial Planners.
  • Guest Speaker on Motivation, Insurance & Financial Planning, Advisory Service Structuring, & Insurance Product Development in many universities and conferences regionally & internationally.

 

Sanjay is awarded as member of International who’ who in 2005, won the Dubai Financial Markets Stock game competition for two years in 2003 & 2004, Medalist in Swimming & Athletics. Sanjay is the leading supporter of the Thalesimia Society in Dubai. He has good command on English, Sindhi and Hindi languages with deep interest in cooking and collection of coins.

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