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Sales Manager

Richmond, Texas, United States
March 02, 2018

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Neuman Khan, MBA

**** ********** ****, ****, ***** 77494

Tele: - 832-***-**** • E-mail:

Leadership …Team Commitment… Superlative Business Acumen….

Professional Manager

Visionary professional with 15+ years of experience in banking, finance, and operation management; proven record of accomplishment evaluating exposure, recommending effective ways to transfer risk away from company, maximizing profits, upgrading quality and performance reducing employee turnover, uncovering client needs, and offering total solutions. Successful at building robust and profitable sales and service organizations and enhancing corporate image; Strong record of implementing innovative brand positioning and awareness

Areas of Expertise

• Leadership and Mentoring • Operation Management • Asset Management

• Financial Planning and Analysis • Financial Analysis • Equity and Debt Analysis

• Due Diligence Analysis • Marketing & Presentation • Training and Staff Development

Fortune 500 Sales and Marketing Leader: - Enjoyed a successful Sales and Management career that has included key positions as Branch Operation Manager, Territory Manager, Wealth Management Analyst, and Financial Advisor with illustrious firms, including Merrill Lynch/Bank of America, Morgan Stanley, and Lehman Brothers.

Professional Skills: - Experienced in all phases of businesses; including business development, sales & marketing, risk management, and staff development; outstanding leadership and mentoring skills; motivated staff in cross selling.

Key Achievements

Developed a new market strategy that was executed all across the country

Grew business from zero account to 600 accounts and $12 million dollar every year

Brought 30 million new manage money in 3 years; products include ETF, Annuity, Mutual Funds

Effectively led and developed the branch team accelerated sales revenue to 28 millions a 50% increase

Directed one of the most successful sales teams in the Houston Division; won numerous awards and recognized as the Top Sales Manager in Houston and awarded President’s Club for breaking existing sales record



Retirement Specialist 2015-Present

Supplemental Retirement Planning Strategy was a successful market that provided 'baby boomers' the opportunity to protect or begin planning their retirement.

Develop a "book of business" through aggressive prospecting, comprehensive preparation of quotes and proposal.

Built strong rapports with public school employees, and schedule over 1,500 confidential appointments to discuss financial needs and investment strategies.

Prepared contracts for annuity and life policies to meet time sensitive deadlines as well as daily operational and administrative functions

Neuman Khan, MBA

7115 Cornflower Lane, Katy, Texas 77494

Tele: 832-***-**** • E-mail:

MERRILL LYNCH & BANK OF AMERICA, Houston, Texas 2007 to 2015

Financial Solution Advisor/ Assistant Vice President

Developed a highly successful market of high net worth bank customers, and designed appropriate investment strategies; resulted an increase of 145% in net new assets.

Surpassed personal quota, generating more than 150% of sales goals and 100% of service sales goals every year; managed a designated territory and grew 35% my business by using company’s sales programs and resources

Developed alliance with CPA’s business Attorneys, and Business Brokers

Nurtured alliance with key support groups (Commercial Business, Mortgage, Payroll, etc) to drive sales and ensure that all customer needs are met

Established and maintain key relationships and business contacts within the community and targeted industry segments to create opportunities for growth Interfaced with clients to determine investments goals, constraints and risk tolerance and created investment strategies

MORGAN STANLEY- Houston, Texas 2006 to 2007

Wealth Management Analyst

Conducted competitive cost analysis for regional, target market competitors, and provided expert advice and guidance to management, executives, developed processes, and procedures to implement functional strategies.

Developed advanced knowledge of investment products to have thoughtful discussions with an extremely sophisticated client base

Devised and execute business development strategies to attract and acquire new clients, analyze clients’ financial needs, goals, sensitivity to risk and investment horizon, recommend clients regarding the advantages and disadvantages of different investment strategies

Incorporated the Monte Carlo simulation to aid in evaluation of portfolio risk and probability of achieving imposed goals

LEHMAN BROTHERS – Houston, Texas 2001 to 2005

Branch Operation Manager

Performed random audits and provide final approval of approximately 700 files per month to insure quality control.

Directed division financial and budgetary activities to fund operations, maximize profit, and increase efficiency

Held meetings to recognize high achievers and to provide strategies to meet and exceed goals

Created a more competitive environment implemented programs that recognized, rewarded and reinforced outstanding employee performance that led to 85% bonus

Turnaround an under-performing sales team, and accelerated sales revenue to 55% of the prior year’s revenues.



Master in Business Administration in Finance & Banking


Bachelor in Business Economics

FINRA (6,7,66), Life & Health, (General Lines) Property and Cas

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