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Senior Management - Financial Services

Markham, Ontario, Canada
February 26, 2019

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Shaikh Ahmed, MBA, PhD

** ********** ******

Markham, ON L6E 0H4


Sales, Strategy & Leadership

Executive Leadership & Vision – New Business Growth & Development – Stakeholder Relations Management – Mentoring & Coaching


igh impact financial services operational visionary, analytical, solutions-oriented and industry changing Executive with extensive theoretical, and hands-on, progressive international experience in successfully delivering on large scale and highly complex operational initiatives in support of business transformation, compliance, product development and strategy and stakeholder relations. Innovative, out-of-box thinker and inspirational leader of business operation with a proven ability to drive growth and profitability. An excellent track record of success and team building; proficient public speaker with a seasoned ability to explain complex problems to a range of audiences, as well as negotiate, influence and persuade, leading to improved business performance, reduction of cost and maximization of profitability. Talented, multilingual Sales Management Professional with dynamic communication and presentation skills, with an excellent grasp of Change and Risk management, Financial Analysis, Marketing and HNW Consultative sale of Multi-Line Insurance including Life, Home, Auto, P & C as well as Medium to Long-term Investment, Wealth and Retirement products, coupled with an in-depth understanding of what it takes to drive success. Has the ability to bring the organization to the top tier of its industry. Core areas of strength include:

Revenue & Profit Growth

New Business Development

CRM & Channel Management

Negotiations & Conflict Resolution

Mentoring, Coaching & Team Building

People & Change Management

Strategic Partnerships

Financial Planning & Analysis

Strategic Product Development

Technical Proficiencies Include: MS PowerPoint, MS Excel, MS Access, MS Outlook, MS Word


Proven ability to build strong teams of project management and launch enablement professionals who are precise, methodical, customer-centric, technically skilled, and proactive communicators.

Director, Mentor, and a Coach with exceptional knowledge of Continuous Professional Development, Performance Management, Business Strategy & Analysis, Product Innovation & Development, Change and Transformation Management, Cost Reduction, Operational Planning, and Continuous Improvement of Technology and Processes.

One of a kind problem-solver with keen ability to negotiate, resolve issues, provide enhancements, analyze, and define needs for improvement on operations, profitability, and leadership.

Strategic thinker with political astuteness; Collaborative approach involving all stakeholders and reaching consensus.

Executive capacity to plan, develop and implement business plans for each Business Unit with a bottom-up approach to achieve established objectives with a strong focus on change management, strategic transformation & profitability.


DIRECTOR 2017-Present

Vantage Film Productions, Canada.

Oversee & Advise on Strategy, Operation, Compliance, Partnerships, Risk Management, Stakeholder Relationship Management.


Colemont Insurance Brokers LLC.

Generated and effected strategic white label business plans to promote revenue, profitability, expansion and growth in all Consumer/Commercial/General Lines, Wealth & Life Insurance and Employee Benefits

Promoted company’s brand and oversaw the sales process and operations to ensure production efficiency. Represented the company at legislative forums and professional functions.

Managed operational budgets to ensure optimal results, improved efficiency & developed innovative approaches.

Developed standards to measure sales activities, monitor internal control procedures and ensure compliance.


Abu Dhabi National Insurance Company (ADNIC) - USD 719,645,538 turnover

Reported to the Chief Executive Officer. Facilitated management and development of the Regions/ Branches, Business Development Team, Banc-assurance, Alternate Distribution, Marketing/ Communication, Affinity Groups, Corporate Clients & Brokers Relationship Management, Training & Development as well as MIS & Market Intelligence.

Reorganized Sales, Marketing & Banc-assurance Divisions. Recruit & coached Regional Managers, BMs & Sales Advisors.

Expanded the market reach by opening state-of-the-art branches across UAE. Developed innovative products utilizing market intelligence & achieved year-on-year top & bottom line growth targets for four (4) consecutive years.

Carried out and achieved monthly, quarterly, annual action plans, and yearly business plans; Surpassed revenue targets.



MetLife-American Life Insurance Company - USD 62,308,000,000 turnover 2009-2010

Implemented Compliant Best Practices, Sales Management Process & Tools in all Gulf Countries, Egypt & Lebanon. Established an Alternate Agency Force

Industrialized plans for managing and retaining talent inside the organization and for improving leadership strength.

Introduced compliant financial planning tools to enhance sales of insurance protection, retirement/pension products.

Improved operational efficiencies managed financial resources and operated expenses while maintaining budgetary constraints to ensure profitability.

Collaborated & integrated functional strategies, utilizing business expertise to reach financial and operational objectives.

Mentored and directed teams of top-performing professionals in an effort to motivate, deliver results and for client satisfaction.


AIG Companies (AIG Edison, Star, AIA, ALICO) - USD 49,520,000,000 turnover 2005-2008

Spearheaded a team effort to achieve the highest worldwide regional GWP growth for three (3) consecutive years; Among other accomplishments, trained, mentored and developed 240 Sales Managers/Territory Managers/Relationship Managers; developed 500 BMs/RMs/Agency Directors of MetLife-ALICO, AIA, EDISON & STAR

Designed and executed Sales Vitalization Plans 1 & 2 aimed at increasing productivity and profitability.

Implemented compliant sales management effectiveness models, resulting in developing a consultancy-capable sales force. Devised 'Platinum Club' and 'Share-To-Win' Speakers Club of the top sales producers in AIG Companies.

Designed & implemented strategy to increase and maintain market lead in insurance, pension & savings products.

Re-defined the Role and Responsibilities of Agency HQ Executives and Regional Sales Managers in Japan & South Korea.

Put together a high impact team (HIT) to support, trouble-shoot and drive profitable sales growth of branches in ALICO.

Led large delegations and management teams at various conventions, summits, and conferences.

Main Keynote Speaker, Tokyo & Osaka (2007); Platform Speaker - AIG MDRT Seminar, Tokyo (2006).


Vice President & Sr. Director / AIG-AIA American International Assurance, Malaysia 2001-2005

(Implemented Compliant Sales Effectiveness Model to increase sales of Retirement/Savings products)

Regional Director (Life & Employee Benefits) / AON, Middle East 2000-2001

(Introduced individual & corporate products related to protection, pension and savings to HNW clientele)

Regional Sales & Training Manager / Zurich Financial Services, Middle East 1993-2000

(Marketing & Sale of Protection & Pension Solutions, Savings for Education, Business & Asset accumulation)

Branch Sales Manager / MetLife, Toronto, Canada 1985-1993

(Sales & Client Service for various Protection, Retirement, Children Education, Asset Accumulation solutions)


Worldwide Accident & Health Insurance Champion / American International Assurance 2005


Cambridge Management Institute, CMI-UK

Master of Business Administration

Specialization in Financial Planning

Nicholson University, U.S

Doctorate in Business Management


Contributed to short- and long-term strategic planning in collaboration with executive leadership team.

By supporting sales staff, developing strategic plans, and articulating the vision for the future, created an environment where all staff and sales members are inspired to achieve and beat their best year on year.


Designed and implemented 4 Years Sales and Marketing Strategy for ADNIC (2010-14), achieving AED 2.4 Billion in new sales revenues.

Member of Executive Committee and Risk Management Committee; Chairman - ADNIC Product Innovation Committee.


GMEDP - General Management Executive Development Program, AIG, New York

AEDP - Agency Executive Development Program – AIG, New York

Platform Speaker at Super Motivational Seminars & MDRT Forum, Japan. MDRT ToT

Life Insurance; Retirement & Financial Planning; Bonds, Wealth-Investments, Securities;

General Insurance (Home, Auto, Property & Casualty & Liability); Health Insurance

Attitudes Training; Sun Tzu ‘Art of War’; 7 Habits; Advanced Selling Skills;

Using NLP in Selling; RBR – Right Brain Research, Japan.

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