AEIGIL TONY THOMAS
Financial Services And Risk Management
Thodupuzha
Summary
Dedicated Manager in supervision, operations management, administration, training, project management an cross-functional communication. Team player with expertise managing staff for efficient production. Detail-oriented schedule seeking to leverage background into managerial role with progressive organization. Visionary executive with progressive Social media handling background and record of accomplishment by being a Short film Assistant director and producer. Brings focus on growth, confidence in decision-making and expertise in leading organizations through periods of change and development. Articulate and driven with top strengths In relationship-building, planning and operational problem- solving.
Organized Agency Manager with dedication to delivering high levels of client satisfaction and generating loyal clientele. Constructed annual budgets for agency spending, capital improvements and operating costs.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sr. Corporate Agency Manager
HDFC Life Insurance Company
08.2025 - Current
- Responsible for identifying potential clients, analyzing their financial needs, and selling insurance policies (such as term, whole life, or annuities) to help them secure their financial future
- Maintaining relationships with existing policyholders to ensure renewals, manage queries, and handle post-sale needs, such as claim processing.
- Maintained up-to-date knowledge of industry trends as well as competitor offerings to better position agency services within the marketplace.
- Increased client satisfaction by implementing efficient communication strategies and streamlining processes.
- Proactively finding new customers through networking, cold calling, referrals, and social media..
- The skills to resolve claim disputes, handle queries, clarify doubts regarding policy guidelines, etc., to build customer confidence.
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
Internal Auditor (Gold)
Ahalia Finforex Ltd
09.2023 - 09.2024
- Developed auditing program to address risks and evaluate regulatory requirements.
- Worked as a Gold appraiser, assessing the purity and quality of gold.
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walk throughs for compliance with documented processes.
- Handled supervisor duties when manager was unavailable or out of office.
- Identified and reported audit issues.
Manager & Event-coordinator
Orchid Event Planner Group
03.2022 - 07.2023
- Working as manager at Orchid event planners group which organizes and conducts all kinds of functions like weddings, inaugurations, family functions etc
- Coordinating with customers to understand their requirements and budget and setting up the required arrangements as per their plan
- Handling social media pages of Orchid events group and managing promotions.
Agency Recruitment & Development Manager
Reliance Nippon Life Insurance
09.2018 - 02.2021
- Developing the distribution of Reliance Nippon Life Insurance Co
- And fully equipped to advise customers on need based financial solutions for better life stage and future needs.
Store Accountant(Qatar)
Al-Adekhar Real Estate
08.2017 - 05.2018
- Handled Purchase and Sales accounts Section
- Company under Taleb Group
Accountant & Audit executive(Gold)
Muthoot Financepvt.ltd
03.2015 - 07.2017
- Worked as an accountant and audit executive in Muthoot Finance
- Handled account verification, documentation of accounts and customer details for Muthoot
- Managed auditing of multiple branches efficiently.
- Worked as a gold appraiser, assessing the purity and quality of gold, while also conducting verification for gold loan applications.
Junior Accountant
Shalom Interiors pvt.ltd
06.2013 - 01.2015
- Years of experience as, Handled auditing of purchase and sales
Education
B.Com - Finance & Taxation
Indira Gandhi National University-Kottayam
05-2012
Skills
Good experience with social media handling and creating ideas for promoting the business of the company
Reliance Nippon Life Insurance advertisement creator of Kochi region
Possess strong analytical and problem-solving skills,
With the ability to make well thought out decisions
Team leadership
Business strategy
Brand management
Contract development and management
Staff mentoring
Budgetary governance
Customer-facing leadership
Negotiation
Resourceful in the completion of projects, effective at
Multi-tasking
Can handle basic operations in MSOffice, MS Word, Power Point and Tally ERP9
Good Leadership and management skills
Experienced in customer service tasks
Efficient and organized professional with extensive experience in accounting Systems
Accomplishments
- Winner of 'Best event manager 'title in the tech fest organized by the Commerce department of college (St Thomas College, Pala)
- Experience in interior designing(Owner of startup-Combuzz interiors)
Certification
Completed certification course in CCNA, MCITP and M.S Office.
Timeline
Sr. Corporate Agency Manager
HDFC Life Insurance Company
08.2025 - Current
Internal Auditor (Gold)
Ahalia Finforex Ltd
09.2023 - 09.2024
Manager & Event-coordinator
Orchid Event Planner Group
03.2022 - 07.2023
Agency Recruitment & Development Manager
Reliance Nippon Life Insurance
09.2018 - 02.2021
Store Accountant(Qatar)
Al-Adekhar Real Estate
08.2017 - 05.2018
Accountant & Audit executive(Gold)
Muthoot Financepvt.ltd
03.2015 - 07.2017
Junior Accountant
Shalom Interiors pvt.ltd
06.2013 - 01.2015
B.Com - Finance & Taxation
Indira Gandhi National University-Kottayam