Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Languages
Websites
Certification
References
Timeline
Generic
Fenumol Thomas

Fenumol Thomas

Kerala

Summary

Business Process Consultant with extensive experience exceeding 3 years in improving operational efficiency in the financial sector. Proficient in customer service, mutual funds, and account management, with demonstrated success in process optimization and discrepancy resolution. Dedicated to fostering teamwork and driving innovation to fulfill organizational objectives. Background includes work with premier consulting firms in Canada, actively seeking positions in UAE.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Business Process Consultant

Consultants of Government and Industry (CGI Inc)
11.2024 - 03.2025
  • Processing mutual funds accounts, such as Registered and non-registered accounts.
  • Handling all kinds of financial and non-financial requests in a timely manner.
  • Analyzing if trading documents are received in good order as per company and government guidelines.
  • Handled daily office administrative duties, monitored deadlines, and followed up on pending matters.
  • Collaborated with cross-functional teams to ensure successful implementation of new processes.
  • Maintained up-to-date knowledge of emerging technologies relevant to the role.

Client Coordinator

Mackenzie Investments
11.2021 - 11.2024
  • Handled daily office administrative duties, monitored deadlines, and followed up on pending matters.
  • Check and reconcile client information, including financial and non-financial requests, to ensure accuracy and resolve discrepancies.
  • Processed valid trade requests in a timely manner while rejecting not-in-good order items.
  • Processing mutual funds accounts, such as Registered and non-registered accounts (Open, TFSA, RRSP, LIRA, LIF, RRIF)
  • Managed client inquiries, providing prompt and accurate responses.
  • Coordinated client meetings and ensured timely communication with stakeholders.

Digital Client Specialist

Millennium1 Solutions
08.2021 - 09.2021
  • Deliver service by accurately assessing and responding to customer needs.
  • Respond to complex customer complaints.
  • Accurately complete appropriate documentation for each interaction.

Data Entry, Inventory Handler, and Computer Technician

Hitech Bay
08.2021 - 09.2021
  • Data entry of all the inventory going inside and out.
  • Technical work done under high pressure and speed.
  • Skilled in multi-tasking.
  • Excelled in MS Excel, Word.
  • Calling and arranging appointments with clients and other client service duties.
  • Providing incorporation services to clients by generating name search reports and articles of Incorporation for their businesses.

Customer Care Representative (Internship)

Anna Aluminum
  • Lead a team to analyze the stress level and its management among employees in India's top aluminum company.
  • Work alongside a talented team of individuals aiming to provide exemplary customer service by managing their orders and tracking their complaints.

Education

Post Graduation - Financial Planning and Wealth Management

Lambton College
Toronto, Canada
12.2021

BBA -

MG University
Kerala, India
05.2019

Skills

  • Financial Planning
  • Mutual Funds
  • Customer Service
  • MS Office
  • Data Entry
  • Tally
  • Team Leadership
  • Problem Solving
  • Account Management
  • Documentation
  • Document analysis
  • Mutual funds processing
  • Trade request management
  • Cross-functional collaboration
  • Data entry accuracy
  • Administrative organization
  • Financial reconciliation

Languages

  • English, full proficiency
  • Hindi, Native
  • Malayalam, Native
  • Tamil, Highly proficient
  • Punjabi, Highly proficient

Personal Information

  • Location Preference: Ready to relocate as soon as required
  • Title: Business Process Consultant

Languages

English
Full Professional
Hindi
Native/ Bilingual
Malayalam
Native/ Bilingual
Tamil
Professional
Punjabi
Limited

Websites

Certification

1. Generative AI

2. Learning Microsoft 365 Copilot and Business Chat

3. Generative AI: The evolution of thoughtful online search

4. Ethics in the age of Generative AI

References

Victoria Lopez  (Team lead at CGI Inc, Canada)

Kathleen Marie (Co worker at Mackenzie Investments, Canada) 

can provide contact details if requested.

Timeline

Business Process Consultant

Consultants of Government and Industry (CGI Inc)
11.2024 - 03.2025

Client Coordinator

Mackenzie Investments
11.2021 - 11.2024

Digital Client Specialist

Millennium1 Solutions
08.2021 - 09.2021

Data Entry, Inventory Handler, and Computer Technician

Hitech Bay
08.2021 - 09.2021

Customer Care Representative (Internship)

Anna Aluminum

Post Graduation - Financial Planning and Wealth Management

Lambton College

BBA -

MG University

Similar Profiles

CREATE PROFILE
Fenumol Thomas