Summary
Overview
Work history
Education
Skills
Websites
Languages
Affiliations
Timeline
Generic
Kalidas Muthusamy Mutual fund Specialist

Kalidas Muthusamy Mutual fund Specialist

Dammam,Saudi Arabia

Summary

Accomplished financial professional with extensive expertise in mutual fund products and fund management. Demonstrates strong skills in portfolio diversification, financial market awareness, and investment regulations. Proficient in fund analysis and technical analysis, with a proven track record in client relationship management and sales. Committed to maintaining integrity and trustworthiness while effectively addressing customer needs. Career goal includes leveraging expertise to drive innovative investment strategies within the financial sector.

Overview

18
18
years of professional experience

Work history

Life insurance advisor

ICICI prudential
Rajapalayam, India
02.2008 - 06.2010
  • Attended industry conferences for professional development and networking opportunities.
  • Evaluated new policies to recommend suitable options to existing clients.
  • Fostered strong relationships with clients, building a loyal customer base.
  • Identified prospective customers through networking activities.
  • Managed complex cases requiring special attention, ensuring client satisfaction.
  • Facilitated seamless policy administration, reducing process complexities for clients.
  • Assisted clients in claim processes, easing their financial burdens.
  • Ensured policy renewals with timely follow-ups and reminders.
  • Handled client queries effectively, demonstrating excellent customer service skills.
  • Achieved sales targets through effective communication and negotiation skills.
  • Engaged in continuous learning, enhancing expertise in life insurance products.
  • Developed personalised life insurance plans for customer satisfaction.
  • Provided product knowledge and guidance by conducting thorough client consultations.
  • Met with clients to assess insurance needs and answer policy questions.
  • Updated clients on changes and subsequent effects.
  • Helped clients set up new policies and followed up about timely payments.
  • Advised clients on coverage and claims to assist with informed decisions.
  • Educated clients on risk management and assisted with mitigation and coverage strategies.
  • Received insurance premiums from clients and processed accounts.
  • Helped customers determine appropriate products and policy terms.

Quality engineer

Saudi Electricity company
Dammam, Eastern Province Saudi Arabia
01.2011 - Current
  • Regularly updated skills with ongoing professional development training sessions.
  • Regularly liaised with clients, maintaining open communication channels at all times.
  • Developed strategies for efficient energy transfer, reducing operational costs.
  • Led cross-functional teams to achieve project milestones within set timelines.

Education

Mutual Fund

NSE Certification in Financial Markets(NCFM)
India
07.2025 -

Bachelor of Engineering - Civil Engineering

Noorul Inslam College of Engineering
Nagarcoil,Tamilnadu,India
06.2008 - 05.2010

Skills

  • Integrity and trustworthiness
  • Portfolio diversification knowledge
  • Financial market awareness
  • Mutual fund products expertise
  • Fund analysis proficiency
  • Investment regulations knowledge
  • Mutual fund regulations
  • Customer needs analysis
  • Client Relationship Management
  • Technical analysis
  • Fund management
  • Public speaking
  • Sales expertise

Languages

English
Advanced
Hindi
Upper intermediate
Tamil
Fluent
Arabic
Beginner

Affiliations

Cycling

Timeline

Mutual Fund

NSE Certification in Financial Markets(NCFM)
07.2025 -

Quality engineer

Saudi Electricity company
01.2011 - Current

Bachelor of Engineering - Civil Engineering

Noorul Inslam College of Engineering
06.2008 - 05.2010

Life insurance advisor

ICICI prudential
02.2008 - 06.2010

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Kalidas Muthusamy Mutual fund Specialist