TYREL JUDE THOMAS
Bilaspur,CT
Summary
About: A wealth relationship manager having a versatile foundation in the finance domain currently working in the banking sector. Responsible for handling HIN clients, fulfilling banking and investment needs of clients, consumer acquisition. Seeking career opportunities in the financial sector. Eager to join an organization that fosters skill enhancement and offers a platform to deliver optimal results. Committed to contributing to the success of the organization through the application of expertise and dedication.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Deputy Manager, Wealth Relationship Manager
ICICI BANK
05.2023 - Current
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a client’s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- Ensuring client contactability at all times through updation of latest contact details in all necessary systems
- Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries for all managed clients within TAT specified.
Working Capital Finance Intern
ICICI BANK
04.2022 - 05.2022
- Executed a project to understand the concept of Time Motion Analysis and its application to decrease TAT in the working capital loan process
- Aimed at reducing TAT in the loan process to enhance customer satisfaction, thereby improving market reputation and attracting new referrals
- Identified opportunities to standardize job processes, leading to increased efficiency
- Collaborated with team members on financial projects, resulting in more efficient workflows and timely completion.
Education
PGDM - Finance & Business analytics
Mulshi Institute of Business Management (MIBM)
Pune, MH05.2023
Bachelor of Commerce - Banking and Finance
Kalinga University (KU)
Raipur, MP05.2021
ISC 12th -
La Martiniere College
Lucknow, UP03.2018
10th -
SEC Railway School, CBSE
Bilaspur, CT05.2016
Skills
- Contract Management
- Active Listening
- Time management abilities
- Problem-solving abilities
- Analytical Skills
- Positive Attitude
Certification
- NISM Mutual Fund (5A)
- Insurance Regulatory and Development Authority (IRDA)
- Basics of Financial Markets
- Global FInancial markets and Instruments by Rice University
projects
- Credit Monitoring arrangement excel model
- Distribution analysis of stock return
- Analysis & Interpretation of Financial Statements through Financial Ratios
- DCF method of stock valuation
- Calculation of cost of equity using CAPM
Languages
English
Advanced (C1)
Hindi
Upper intermediate (B2)
Timeline
Deputy Manager, Wealth Relationship Manager
ICICI BANK
05.2023 - Current
Working Capital Finance Intern
ICICI BANK
04.2022 - 05.2022
PGDM - Finance & Business analytics
Mulshi Institute of Business Management (MIBM)
Bachelor of Commerce - Banking and Finance
Kalinga University (KU)
ISC 12th -
La Martiniere College
10th -
SEC Railway School, CBSE
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