Thomas Telmon

• Institutional Business is one of the growing segments in the banking industry, Handling Trust, Association, Societies and Clubs
• Responsible for specific zone which consists of 44 branches and 4 regions in the city central
• Having RM's for each region who will report business mapped for their respective branches
• Regularly in touch with most of the top Healthcare and Educational institutions for their support and service through which business penetration
• Identifying and acquisition of new to bank customers by offering various solutions
• Continuously monitoring and adhering to compliance and operations as it is a key requirement for the continues business of the bank

• Handled almost 11 years as Branch Manager in Retail Banking including one of the branches in Singapore
• Develop sales plans that are aligned with overall business targets and priorities
• Plan micro-marketing activities in coordination with retail head and product managers
• Drive out bound sales activities, including building a referral network and relationship with various business customers
• Stay informed about local market dynamics, competitor actions and customer trends
• Accompany business bankers at networking events and customer meetings
• Ensure customers receive high quality service through ongoing coaching and monitoring of branch team activities and direct interactions with customers
• Monitor and adhere to operational controls, including legal, corporate and regulatory policies and procedures to ensure the safety and security of customer sand bank assets
• Manage KYC/CDD triggers events and reviews and ensure appropriate actions are taken in accordance with the AML and KYC policies and procedures

• Overall in-charge of the branch business / development and to ensure the whole team is aligned to the sales strategy of the business by providing assistance to the sales team and others, where they will have separate target and would report
• Individual and team target to be achieved by acquiring new clients and revenue from the clients / Business partners with various products
• Managing Business development and Branch operations, providing complete range of services to all existing & new clients and Channel Partners
• Products handled Equities, Derivatives, Commodities, Currencies, NSEL, PMS, Online Trading, MF / IPO, Insurance Broking and SLBM
• Conducting Promotional Activities for proper brand awareness by arranging seminars for the Channel Partners to invite new and to reactivate existing investors
• Customer feedback mechanism and periodic interactions with the team members for business development

• Acquisition of clients / Franchisee / Channel Partner acquisition across state
• Reporting directly to the Country Head and parallel to the company director, handling a team, where they will have separate target and would report
• Individual and team target to be achieved by acquiring new clients and revenue from the Channel Partners with various sources
• Responsible for acquisition of Channel Partner, Clients Manage and Develop them, Looking after the sales and administration of all Channel Partners across the city
• Training and Motivating the team & mobilize their proficiency to achieve the desired results
• Long-term relationship with Channel Partners and making strategies, Plans to execute business
• Promoting the Company products & Services through various activities

• Joined as a Franchisee manager handled entire state then later Predesignated as a Branch Manager to clients along with Channel partners across TN
• Acquisition of High Net worth Individuals (HNIs) - Retail and Channel Partners, Communicating with them and continuing to create value after sign up
• Responsibilities included providing investment ideas to Channel Partners / individuals investing sizeable assets
• Providing tailored investment services to high net worth individuals with goal of sustaining and growing long-term wealth
• Identify opportunities to cross-sell & deep-sell by profiling clients in detail and ensure KYC norms are met while acquiring new clients
• Organizing and coordinating various training modules and providing support to team to educate knowledge for all products
• Guided sales team to help customers make informed choice on investments by providing them with all available options

• Acquisition and Business development of Channel Partners across state
• Responsible for building client base and revenue from Channel Partner
• Targeted HNIs & Retail clients and providing them financial planning services to manage and increase their wealth
• Business development and various financial products handled
• Execution of Business partner's development plan – partners selection & due diligence and managing smooth operations enabling business growth by developing and managing a network of Channel partners across the state
• Interacted with customers, making presentations, comparisons, research and other value added services to increase customer's knowledge in various products and to increase wealth
• Overall in charge for bottom line and increasing revenue of profit center by ensuring maximum customer satisfaction, by providing pre/post assistance there by achieving delivery and quality norms

• Responsible for buying and selling of shares by targeting key customers
• Joined as a Dealer (Advisor) later promoted to executive level (RMS – Back off), than handled one of the branch in Ambattur, Chennai
• Also handled branch coordinator position and inspected branches and Franchisees across India for almost 2 years
• Advising clients on investments and creating investment strategies based on client risk profile and investment horizon managing client's portfolio
• Branch / Channel Partner inspection done by visiting the targeted location itself and reported to General Manager directly