Anna Thomas Email & Phone Number

Dubai

Kochi, Kerala, India

Evaluating clients’ credit data and financial statements in order to determine the degree of risk involved in lending money to themPreparing reports about the degree of risk in lending money to clientsAnalyzing client records and using the data to recommend payment plansConferring with credit associations and references to exchange credit information on clientsEvaluating the financial status of clients by producing financial ratios through computer programsFilling out loan… Show more Evaluating clients’ credit data and financial statements in order to determine the degree of risk involved in lending money to themPreparing reports about the degree of risk in lending money to clientsAnalyzing client records and using the data to recommend payment plansConferring with credit associations and references to exchange credit information on clientsEvaluating the financial status of clients by producing financial ratios through computer programsFilling out loan applications and including the credit analysis and loan request summaries, then submitting these loan applications to loan committees for their approvalHelping supply chain and sales and marketing departments in managing financial orders to help them control credit exposure, make payments on time, and reduce the risk of customer disputesConferring with clients to verify their financial/credit transactions and to resolve their complaints. Show less

Kochi, Kerala, India

Recruitment and Development of Business Associates - to manage them and ensure that they achieve their targets, and in turn achieve organizational targets.Managing team of Advisors and Business partners. Dealing with clientele issues. Recruitment of potential financial advisor and Leaders. Building relation with the Leader. Supporting them to achieve their goals. Innovating new ideas new strategies for consistent business flow. Building up a network of dedicated Leaders… Show more Recruitment and Development of Business Associates - to manage them and ensure that they achieve their targets, and in turn achieve organizational targets.Managing team of Advisors and Business partners. Dealing with clientele issues. Recruitment of potential financial advisor and Leaders. Building relation with the Leader. Supporting them to achieve their goals. Innovating new ideas new strategies for consistent business flow. Building up a network of dedicated Leaders as per area potential. Products planning and implementation based on client needs. Training the advisors and business partners. Show less

Kottayam, Kerala, India

 Understand customer needs and develop plans to address them Identify key staff in client companies to cultivate profitable relationships Resolve customer complaints quickly and effectively Forward upselling and cross-selling opportunities to the sales team Promote high-quality sales, supply and customer service processes Aim to preserve customers and renew contracts Approach potential customers to establish relationships Gain solid knowledge of competitors… Show more  Understand customer needs and develop plans to address them Identify key staff in client companies to cultivate profitable relationships Resolve customer complaints quickly and effectively Forward upselling and cross-selling opportunities to the sales team Promote high-quality sales, supply and customer service processes Aim to preserve customers and renew contracts Approach potential customers to establish relationships Gain solid knowledge of competitors Resolving customer questions and complaints relating to various product areas Establish a good relationship with customers and assist them in the absence of the managers. Any other tasks assigned from time to time. Acknowledge receipt of customer complaints providing customers with a reference number and timeframe for resolution (medium: SMS/Telephony/Email/fax/written/verbal) within the specified period Show less

Dubai

To assist the Business Banking Relationship Managers to manage the portfolio by ensuring that allcustomer issues are addressed promptly, prepare credit applications for facilities of BusinessBanking Customers and maintaining MI on all portfolio related activities.Resolving customer questions and complaints relating to various product areasAssist RM in the administrative functions of the department, particularly during the absence ofany of themMeeting… Show more To assist the Business Banking Relationship Managers to manage the portfolio by ensuring that allcustomer issues are addressed promptly, prepare credit applications for facilities of BusinessBanking Customers and maintaining MI on all portfolio related activities.Resolving customer questions and complaints relating to various product areasAssist RM in the administrative functions of the department, particularly during the absence ofany of themMeeting customers either at their premises or at the bank along with the RMProvide explanations / replies to various periodical exception reports detailing the cause ofexcesses and the course of action being initiated to regularize the excesses.Generate monthly MI for the RM relating to their portfolio.Establish good relationship with customers and assist them in absence of the managers. Any othertasks assigned from time to time.Acknowledge receipt of customer complaints providing customers with a reference number andtimeframe for resolution (medium: SMS/Telephony/Email/fax/written/verbal) within the specified period.Ensure that complaints received are handled in a professional and diplomatic manner by bankemployees and fully documented as per the procedureProcess all reversals of fees and charges of cards,retail or commercial accounts according to theempowerment matrix within the specified TAT.Identifying and recommending corrective action. Show less

Dubai

This role demands to be responsible for gathering and analyzing financial data about clients,including paying habits or history, earnings and savings information, and purchase activities. responsible for gathering and analyzing financial data about clients, including paying habits or history, earnings and savings information, and purchase activities.o Compare liquidity, profitability, and credit histories of individual or company being evaluated with similar establishments to determine… Show more This role demands to be responsible for gathering and analyzing financial data about clients,including paying habits or history, earnings and savings information, and purchase activities. responsible for gathering and analyzing financial data about clients, including paying habits or history, earnings and savings information, and purchase activities.o Compare liquidity, profitability, and credit histories of individual or company being evaluated with similar establishments to determine risk. Compile reports regarding finance and credit data. Analyze the financial records like earnings, savings, payments and purchase of the company or individual and recommend other useful financial activity for further plans. Manage files and records, stenography and transaction and other office procedure.o Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.o Review individual or commercial customer files to identify and select delinquent accounts for collection.o Reconcile customer statements/billings.o Minimize bad debt risk and maximize accounts receivable collections.o Conduct collection calls and customer visits to collect Accounts Receivables.o Market, train, counsel, advise, and communicate credit department policy and procedures tocompany personnel.o Generate financial ratios, using computer programs, to evaluate customers' financial status Show less

Dubai

Managing the Calendar for the Retail Credit Head and assist him in his day to day activities beinga custodian for all his departmental documents & Confidential data.o Provide office support services in order to ensure efficiency and effectiveness within the bandoffice.o Receive, direct and relay telephone messages and fax messages & direct the general public to theappropriate staff member.o Maintain the general filing system and file all correspondent documents.o… Show more Managing the Calendar for the Retail Credit Head and assist him in his day to day activities beinga custodian for all his departmental documents & Confidential data.o Provide office support services in order to ensure efficiency and effectiveness within the bandoffice.o Receive, direct and relay telephone messages and fax messages & direct the general public to theappropriate staff member.o Maintain the general filing system and file all correspondent documents.o Assist in the planning and preparation of meetings, conferences and Video & Audio conferencecalls.o Maintain an adequate inventory of office supplies & ensure that the grocery items as well aremonitored and records are maintained for the same including the maintenance of office assets.o Coordinate with HR and Admin related requirements for Retail Credit Team which covers the Bus services, Asset Management, Parking facilities, Leave schedules, Local & Overseas Travels, Maintaining and regularly updating the ORG charts for each units as and when required, ensure the staff appraisals are conducted before deadlines and liaise with the concerned departments for staff allowances(Mobile, Education, Club memberships, Health Memberships), Reimbursements(Mobile bills, Local & Overseas Travels, Hotel Stays, Extra Miles), Loans & CreditCard applications, Resignations, Staff Transfers etc.o Type confidential documents and liaise with the concerned as and when necessary.o Arranging for Staff Overseas travel Visas and Air tickets in liaison with the Travel Agents. Show less

Dubai

o Taking responsibility for the effective flow of information between team members and participants in project activities thus assisting and reporting directly to the Director.o Leading the project team and coordinating the project.o Ensuring the effective coordination with the Managers in preparation and delivery of all projectevents and meetings and production of all necessary documentation.o Participation at meetings for coordinators.o Responsible for maintaining… Show more o Taking responsibility for the effective flow of information between team members and participants in project activities thus assisting and reporting directly to the Director.o Leading the project team and coordinating the project.o Ensuring the effective coordination with the Managers in preparation and delivery of all projectevents and meetings and production of all necessary documentation.o Participation at meetings for coordinators.o Responsible for maintaining Timesheets for all the consultants regarding their working hours andtheir time consumed for traveling.o Planning for the travel and accommodation bookings as per the company’s budget for all theconsultants.o Acts as a custodian of departmental documents and records and maintains them.o Maintains a high level of confidentiality of all work of the office.o Manages the calendar and independently schedules appointments.o Maintains a highly organized filing system.o Responsible for delivering top-quality organizational, administrative and office managementservices.o Respond to all correspondence and queries within established guidelines an in a timely manner. o Responsible for supervising Management diaries, providing pro-active support to track actionsand deadlines, manage documents and filter calls, using own judgment to redirect action itemsand queries.o Develop and maintain a broad understanding of the business activities and objectives, to be able toprovide informed information.o Attend meetings, conferences; take minutes, record meeting proceedings and related matter.o Coordinate for administrative matters for the Management such as meeting requests, orderingbusiness cards and office supplies, internal moves, work spaces, liaising for IT equipment andother matters, booking conference rooms etc.o Organize and assist with department meetings, conferences, and events. Show less

Dubai

Responsibilities included assisting in maintaining the overall IT related problems of the Company o Handling different presentations or programs related to the company website or seminars.o Maintaining a database of all the different IT software & Hardware related problems and find apermanent solution for the same either by myself or by the Hardware assisting company that hasbeen given a contract with Continental.o Diagnose hardware and software problems and get the defective… Show more Responsibilities included assisting in maintaining the overall IT related problems of the Company o Handling different presentations or programs related to the company website or seminars.o Maintaining a database of all the different IT software & Hardware related problems and find apermanent solution for the same either by myself or by the Hardware assisting company that hasbeen given a contract with Continental.o Diagnose hardware and software problems and get the defective components replaced.o Maintain and administer computer networks and related computing environments, includingcompute hardware, system software, applications software and all configurations.o Monitor network infrastructure and peripherals; printers, scanners and related hard wares. o Troubleshoot problem with computer systems, software, email, network and peripheralequipment problems.o Knowledge of DHCP, Active Directory, HP Tape Backup, Veritas or Symantec Backup software,SQL or Access database and Outlook Configuration.o Maintaining the Daily, Weekly, Monthly and the Yearly Back-ups Of the IBS (Insurance BrokersSoftware) and the Emails - Incoming and Outgoing, to and from Continental.o Managing and liaising with Employees and our other Offices on all software’s that are used formaintaining the Client details of all the different insurance companies that we deal with.o Check for new updates and signature the viruses.o Handling all administrative responsibilities related to daily correspondence, filing. Maintainingrecords and keeping regular follow-ups with each problem.o Various administrative functions like handling correspondence, office communication andhandling reception board. Show less

Ahmedabad, Gujarat, India

Responsibilities included counseling students based in Ahmedabad, Pune and Mumbai.o Handling walk-in candidates, attracting prospective students from various seminars that wereheld.o Maintaining a database of students enrolled in different courses.o Preparing and sending Daily Sales Reports to Head Office.o Managing and liaising with students and the Head Office on all documentation and enrollmentprocess.o Responsible for organizing and arranging video conferencing… Show more Responsibilities included counseling students based in Ahmedabad, Pune and Mumbai.o Handling walk-in candidates, attracting prospective students from various seminars that wereheld.o Maintaining a database of students enrolled in different courses.o Preparing and sending Daily Sales Reports to Head Office.o Managing and liaising with students and the Head Office on all documentation and enrollmentprocess.o Responsible for organizing and arranging video conferencing for students as part of the admissionprocess.o Handling all administrative responsibilities related to daily correspondence, filing. Maintainingrecords and keeping regular follow-ups with students.o Monitoring and maintaining CV database.o Managing the front desk, assisting in customer support.o Various administrative functions like handling office correspondence, travel coordination,organizing hotel booking. Show less