Summary
Overview
Work History
Education
Skills
Other Languages
Timeline
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MD Yamin Safaet

MD Yamin Safaet

Lansdale,PA

Summary

Strategic professional with a strong background in relationship building and generating self-driven leads. Demonstrated success in scaling company production and achieving ambitious market presence goals through disciplined pipeline management and market analysis, and committed to delivering long-term relationships through transparent and compliant financing practices.

Overview

5
5
years of professional experience

Work History

Financial Consultants, Area Manager, PA

UIF Corporation
Lansdale, PA
04.2024 - Current
  • Developed and executed strategies to cultivate self-generated business, ensuring long-term client relationships.
  • Oversaw pipeline management by maintaining comprehensive customer data and implementing targeted strategies for pipeline enhancement.
  • Formulated and executed marketing initiatives aimed at establishing brand presence and achieving 80% market share.
  • Nurtured long-term relationships with a wide network of realtors to leverage multiple market segments.
  • Acquired in-depth knowledge of Sharia-compliant bylaws and contracts to support compliance and operational excellence.
  • Increased company production across 18 states through effective lead generation strategies. Achieved significant self-driven volume in Pennsylvania during the first year of operations.
  • Ensured compliance with Fannie Mae, Freddie Mac, and Shariah law principles to develop tailored financial solutions for customers.

Financial Advisor

TD Bank
Skippack, PA
08.2021 - 04.2024
  • Developed personalized financial plans to meet client goals and objectives.
  • Analyzed market trends to provide informed investment recommendations.
  • Built and maintained strong client relationships through regular communication and support.
  • Educated clients on financial products, services, and market conditions.
  • Monitored client portfolios, ensuring alignment with financial goals and risk tolerance.

Education

Business Administration And Management

Montgomery County Community College
Blue Bell, PA

Skills

  • Goal oriented
  • Relationship selling
  • Client account management
  • Negotiation tactics
  • Sales development
  • Regulatory compliance
  • Marketing expertise
  • CRM software proficiency
  • Cross-selling tactics
  • Lead generation techniques
  • Campaign management
  • Encompass Proficiency

Other Languages

Hindi
Full Professional
Bengali
Native or Bilingual

Timeline

Financial Consultants, Area Manager, PA

UIF Corporation
04.2024 - Current

Financial Advisor

TD Bank
08.2021 - 04.2024

Business Administration And Management

Montgomery County Community College