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 📩

Are you struggling to save? 
Are you worried about your financial future?
Do you want to learn finance in a simple way?

Then you’ve come to the right place.

Whether you're:

• An 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 looking to secure your financial future,

• A 𝗚𝗿𝗼𝘂𝗽 𝗛𝗥 or 𝗼𝗿 𝗟&𝗗 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹, aiming to boost productivity & engagement through financial wellness,

• Or a 𝗣𝗿𝗶𝗻𝗰𝗶𝗽𝗮𝗹, 𝗧𝗲𝗮𝗰𝗵𝗲𝗿, 𝗼𝗿 𝗘𝗱𝘂𝗰𝗮𝘁𝗼𝗿 committed to equipping students with financial planning,

I'm here to help.

I offer:
😀 𝗙𝗼𝗿 𝗜𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀: 
✔ Tailored savings strategies
↳ 𝗬𝗼𝘂'll 𝗹𝗲𝗮𝗿𝗻 to grow your savings steadily.

💼 𝗙𝗼𝗿 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲𝘀: 
✔ Financial wellness programs
↳ 𝗧𝗵𝗲𝘆'𝗹𝗹 𝗹𝗲𝗮𝗿𝗻 how financial wellness boosts engagement.

🎓 𝗙𝗼𝗿 𝗦𝗰𝗵𝗼𝗼𝗹𝘀 & 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝗶𝗲𝘀: 
✔ Educational sessions on money
↳ 𝗧𝗵𝗲𝘆'𝗹𝗹 𝗹𝗲𝗮𝗿𝗻 the tools for lifelong financial success.

📩 DM me ‘MONEY’ to get started today, 
or call/WhatsApp +971 55 849 1763.

Best Regards,
𝗔𝗻𝘁𝗵𝗼𝗻𝘆 𝗩𝗮𝗿𝗴𝗵𝗲𝘀𝗲

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

Anthony Varghese

Moved to Project Management in line with the organisation's OKR demands and part of SAFe team of experts! #NewRole#NewHorizons#Raisingthebar#MetLife#Protection

Project Manager

MetLife

Specializing in Protection Products Sales and Marketing across Agency, IFA and Bancassurance Distribution Partners.

Senior Sales Manager

Sales Manager - Bancassurance, DtC and Credit Life

Sales Manager

Key Account Management for Bancassurance & Credit Life Partners across Gulf. Business Development, Key Account Governance, Project Management and Strategic  Planning with Management stakeholders. Expertise in Relationship Management and Credit Insurance Business.

Business Development Manager - Bancassurance & Credit Life - Gulf

AVIVA LIFE INSURANCE, India

Territory Manager - Bancassurance

Max New York Life Insurance Co. Ltd

Sales Manager - Recruitment and Development of Agent Advisors, Corporate Presentations, Employer Employee insurance.

Bharti Airtel Limited

Managed a sales team of 10 Sales Officers for selling DEL and DSL connections to residential segment customers.

Asst. Manager - Sales

Reliance Infocomm

Managed large project teams both in Chennai as well as upcountry. Project coordination followed by CDMA Mobile Sales through agency model.

Grid Sales Executive

Godrej & Boyce Mfg. Co. Ltd.

Dealer Sales and Direct Marketing. Corporate Sales - Private and Public Sector

Sales Executive

Standard Chartered Bank

Credit Cards, liaison officer for DSAs, Co-branded card sales and marketing, Merchant Establishment tie-ups, Corporate Sales and DIP testing.

Sales Trainee

25 years exposure in the field of Sales and Marketing. Experience in Direct Marketing, Credit Cards,  Manufacturing, Telecom (CDMA,GSM and Broadband Sales) and more than 20 years of experience in the Life Insurance Industry. Dealt with Agency, Corporate, Bancassurance, Credit Life business. Managed large teams and projects.

Specialties: Relationship Management, Team Management, Setting up distribution channels and Business Plans for Channel Partners,Training and Corporate Presentations, Project Management and Data Analytics.

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Anthony Varghese

Jayanth Jose James

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