Allen Thomas Email and Phone Number
Dedicated and results-driven finance professional with a Bachelor of Commerce (B.Com) degree from Christ University, Bangalore. Currently an Analyst in the Wealth Management Division at Goldman Sachs, focusing on the Private Lending department. Demonstrates a keen interest in Wealth Management and is committed to continuous learning and professional growth. Known for exceptional analytical, interpersonal, and teamwork abilities, contributing effectively to dynamic and high-performing teams. Enthusiastic about leveraging expertise to drive meaningful outcomes within the organization and keen to make significant contributions in the finance industry, particularly in Wealth Management.
Kristal.Ai
View- Website:
- kristal.ai
- Employees:
- 164
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Kristal.AiBengaluru, Ka, In -
Awm-Pwm-Private Lending Servicing AnalystGoldman Sachs May 2024 - Nov 2024Bengaluru, Karnataka, India -
Inside Sales ExecutiveMycaptain Jun 2023 - Oct 2023Bengaluru, Karnataka, IndiaMyCaptain, Bangalore (June 2023- October 2023)Position – Inside Sales ExecutiveMyCaptain is an Ed-Tech startup that enables every human to pursue a career they love. With a focus on Alternate and Creative courses, MyCaptain has trained more than 100,000 learners in careers across Content, Copywriting, Design, and Digital MarketingKEY RESPONSIBILITIES1) Customer engagement: Build and maintain strong relationships with prospects, providing them with information about course offerings, benefits, and pricing.2) Sales presentations: Conduct persuasive and informative sales presentations, addressing client needs and objections effectively.3) Sales quotas: Consistently meet or exceed monthly and quarterly sales targets, contributing to company revenue growth.4) CRM utilization: Proficiently use CRM tools to track leads, manage follow-ups, and monitor the sales pipeline.5) Market research: Continuously analyze market trends and competitor offerings to stay ahead in the ed-tech sector.6) Customer Feedback: Gather and relay customer feedback to the product development team for continuous improvement. -
Customer Segmentation And Market AnalysisIifl Wealth Jun 2022 - Jul 2022Kerala, IndiaPosition – InternIIFL is one of the fastest-growing Wealth Management companies in India. The company operates in Seven Countries and Twenty-Three Locations in India with an AUM greater than USD 44B. Internship HighlightsWorked closely with the highest-level Financial Advisors.Familiarized with various Asset classes, Capital Market Structure, Financial Products, Various Asset Allocation Strategies, etc.Acquainted with how to identify qualified prospects and prepared a database of HNI Investors by completing a detailed questionnaire on wealth management.Gained Industry and organizational knowledge through daily business interactions and job assignments.Successfully accomplished an internship project on “Customer Segmentation and Market Analysis”. Major Areas Covered apart from the topic are Organizational Design, Functional Areas, Key Performance Areas, Organizational Control and its Strategies.
Allen Thomas Education Details
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Accounting And Finance -
Birla Public School, Doha-Qatar
Frequently Asked Questions about Allen Thomas
What company does Allen Thomas work for?
Allen Thomas works for Kristal.ai
What is Allen Thomas's role at the current company?
Allen Thomas's current role is Analyst at Goldman Sachs | Christ University , Bangalore.
What schools did Allen Thomas attend?
Allen Thomas attended Christ University, Bangalore, Birla Public School, Doha-Qatar.
Who are Allen Thomas's colleagues?
Allen Thomas's colleagues are Mohd Aslam, Aishwarya Singh, Vibhuti Sahu, Kris Edge, Perathur Lakshminarasimhan, Elmar Rustemov, Raj Kumar.
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Allen Thomas
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