Dynamic leader with a proven track record at Dhanani EB-5 International, excelling in compliance management and strategic partnerships. Expert in developing impactful marketing campaigns and fostering client relationships. Adept at project oversight, driving organizational success through visionary leadership and effective communication. Committed to achieving results and enhancing stakeholder engagement.
Overview
2
2
years of professional experience
Work History
Director
Dhanani EB-5 International
Houston
12.2024 - Current
Developed strategic partnerships with international investors for project funding.
Managed compliance processes for EB-5 program regulations and documentation.
Led marketing initiatives to promote investment opportunities to potential stakeholders.
Oversaw the preparation of investor presentations and promotional materials.
Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
Established relationships with vendors and suppliers to secure favorable terms for materials or services.
Cultivated strong relationships with customers by responding promptly to inquiries or complaints.
Represented the organization at industry events, conferences, and public meetings.
Client Services Manager
Dhanani Private Equity Group
Houston
05.2024 - 12.2024
Conducted market research to identify potential investment opportunities for clients.
Facilitated onboarding processes for new clients, ensuring smooth transitions.
Maintained client relationships by partnering with internal teams to understand client goals and objectives.
Responded promptly to any escalated customer service issues.
Established clear communication channels between customers and internal teams.
Interfaced with third-party companies to resolve concerns and request additional data.
Created reports on key performance indicators related to client services activities.
Leveraged CRM to maintain assigned accounts and activities.
Oversaw projects by conveying and managing deliverables.
Organized regular meetings with clients to discuss upcoming projects and initiatives.
Sales Director, Business Development
IMD Insurance & Financial Services
Houston
07.2023 - 05.2024
Fostered relationships with clients to understand their insurance and financial needs.
Collaborated with marketing teams to create effective promotional materials and campaigns.
Trained and mentored sales staff on product knowledge and customer engagement techniques.
Managed client accounts, ensuring timely follow-ups and personalized service delivery.
Participating in industry events, conferences, trade shows, webinars.
Identifying opportunities for process improvement within the sales organization.
Developing and maintaining relationships with key customers, partners, and vendors.
Tracking monthly performance metrics for individual members of the sales team.
Coached, developed and motivated team to achieve revenue goals.