Toji Thomas
Salesforce Project Manager
Summary
Excelling in process improvement for enhanced accuracy, consistency, and efficiency. Renowned for analytical expertise and stakeholder management, fostering collaboration and integrity for exceptional results.
Overview
15
15
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Assistant Manager
Bureau Veritas India Pvt Ltd
05.2022 - Current
- Addressing Salesforce issues and user queries via ticketing system.
- Providing training to country users in case of recurring queries on similar issues.
- Collaborating with various stakeholders (ISM SF L3, Flex team and Siebel) to resolve issues and identify root causes.
- Implementing Salesforce-Flex (Finance tool) integration across multiple countries.
- Handling update requests for country-specific Referential & Quote templates.
- Conducting User Acceptance Testing (UAT) for new enhancements.
- Informing country data stewards/Key users about new enhancements.
- Providing training to team members on Salesforce tools, new enhancements, and ticket management.
Project Supervisor
Bureau Veritas India Pvt Ltd
07.2020 - 05.2022
- Define, monitor and implement performance projects
- Be the performance project manager for transition of new processes within shared service center (SSC) and global performance projects, Managing the successful deployment of existing Business solutions
- Define and follow up implementation of change requests related to In house tools
- Supporting CIF Performance projects (requirements review and validation, UAT, assessment)
- Monitoring, Coaching and Timely Feedback to member
- Trained new joiners on the process.
- Deployment of Salesforce in Certification Business, MyCertif and CMX enhancement were project managed
Team Leader
Bureau Veritas India Pvt Ltd
09.2016 - 06.2020
- Handling 4 different scheme on Food Certification and team size of 20.
- Ensuring Team member adhere to KPI (to get certificate within specified time period).
- Ensure that country follow the SLA and if any discrepancy, escalated to country manager.
- Timely Publication of Weekly, Monthly and Quarterly Report for management.
- Trained new joiners on the process.
Quality Associate
India Infoline Ltd (IIFL Holding Ltd.)
08.2014 - 09.2016
- Setting up CAL team in 12 Location in Pan India by replicating same process of Mumbai.
- To check on Quality and efficiency on team member, based on soft skills, Compliance and customer handling.
- Train team members on new products provided by India Infoline Ltd.
- Rolling out process tests on a monthly basis to measure process improvement
- Conducting feedback session with team member fortnightly for improving performance of team members
Team Leader
India Infoline Ltd (IIFL Holding Ltd.)
10.2013 - 08.2014
- Monitoring and checking the call flow of team members in ASPECT system.
- Guiding team of 10 members for advising Maharashtra based clients on investment products
- Reporting daily, fortnightly and monthly brokerage and achieved target figure to the Management.\
- Co-coordinating with various departments for processing of Account opening, Shares transfer etc
- Handling escalated customer queries by advising best possible solution for the query.
Premia Branch
India Infoline Ltd (IIFL Holding Ltd.)
06.2013 - 10.2013
- Advising clients on shares and other investment opportunity.
Punching order for client in cash and Future and Option market in NSE and BSE exchanges. - Resolving client query on holding, ledger, charges and their investment requirement
- Trading and Demat account opening for client in cash, Derivatives, Debt, Currency and Commodity
- Consult with concern team open account, settle fund, dematerilsation of shares
Associate
State Street Syntel Pvt Ltd.
02.2010 - 08.2011
- Responsible for timely and accurate processing of SWIFT message for Investment Company in international exchanges.
- Dealt with the day to day processing and settlement of trades, trade repairs due to corporate action, Factor adjustments, brokerchange, Reclaims etc.
- Processed the trades related to Equities, Asset Backed Short / Long term Maturity, Cp's, CD's, municipals, corporate bonds, etc.
- Monitored quality and accuracy of work from team members. Ensured and advocated consistent execution and adherence to
internal policies, procedures and controls. - Minimized the risk of business with proper coordination with the fund groups, clients, peers, superiors and clients.
- Trained new employee on SWIFT and IMaGE ticket, training them to process it accurately.
Management Trainee
Geojit BNP Paribas Financial Service Ltd.
07.2009 - 01.2010
- Introduction to Capital market and the working of capital in India
- Handling customer queries about their trading and demat account.
- Handling branch operation
- Processing of dematerialisation of shares and delivery instruction slip.
Education
Master's in Management Studies -
Mumbai University
06.2011 - 2013.05
Bachelor in Management Studies - undefined
Mumbai University
08.2006 - 2009.05
Higher Secondary School Certificate - undefined
Thomas Baptista Jr College
07.2004 - 2006.05
Secondary School Certificate - undefined
St. Augustine High School
07.1994 - 2004.05
Skills
Problem Solving
undefinedCertification
Passed NCFM Module of Capital Market.
Marital Status
Married
Passport
J0678708
Additional Qualification
- ACHIEVEMENTS
- Monitored quality and accuracy of work from team members. Ensured and advocated consistent execution and adherence to internal policies, procedures and controls.
- Minimized the risk of business with proper coordination with the fund groups, clients, peers, superiors and clients.
- Trained new employee on SWIFT and IMaGE ticket, training them to process it accurately.
- Introduction to Capital market and the working of capital in India
- Handling customer queries about their trading and demat account.
- Handling branch operation
- Processing of dematerialisation of shares and delivery instruction slip.
Personal Information
- Date of Birth: 08/06/88
- Nationality: Indian
Awards
- Received Syntel Value award "SYNERGY" for the year 2010.
- Two Spot Award in Bureau Veritas
- 3 Time awarded "Manager Award"
Hobbies
Reading Books
Playing Cricket and Football
Watching Movies
Timeline
Assistant Manager
Bureau Veritas India Pvt Ltd
05.2022 - Current
Project Supervisor
Bureau Veritas India Pvt Ltd
07.2020 - 05.2022
Team Leader
Bureau Veritas India Pvt Ltd
09.2016 - 06.2020
Quality Associate
India Infoline Ltd (IIFL Holding Ltd.)
08.2014 - 09.2016
Team Leader
India Infoline Ltd (IIFL Holding Ltd.)
10.2013 - 08.2014
Premia Branch
India Infoline Ltd (IIFL Holding Ltd.)
06.2013 - 10.2013
Master's in Management Studies -
Mumbai University
06.2011 - 2013.05
Associate
State Street Syntel Pvt Ltd.
02.2010 - 08.2011
Management Trainee
Geojit BNP Paribas Financial Service Ltd.
07.2009 - 01.2010
Bachelor in Management Studies - undefined
Mumbai University
08.2006 - 2009.05
Higher Secondary School Certificate - undefined
Thomas Baptista Jr College
07.2004 - 2006.05
Secondary School Certificate - undefined
St. Augustine High School
07.1994 - 2004.05
Passed NCFM Module of Capital Market.
Passed NISM-Series-III-A: Securities Intermediaries Compliance (Non-Fund) Certification Examination
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