Ashwin Thomas Email & Phone Number

Abu Dhabi Emirate, United Arab Emirates

Develop and maintain professional understanding of customer base to assist in deepening current relationships.Perform as a key contact for selected customer relationships. Initiate apt activities to ensure on time and scheduled response to customers.Review independently all documents and link entire customer accounts to suitable relationship.Provide securities details, quotes and valuations to customers.Implement and supervise all unsolicited trade activities.Conduct evaluation of client’s accounts.Collect mandatory information to analyze client situation.Develop and oversee relationships with clients performing alongside Relationship Manager to ensure top level service provided to clients.Perform as key contact point for portfolio of clients dealing with routine matters throughout range of services and productsCollaborate with private banking team to assist clients in accomplishing wealth management objective

Dubai, United Arab Emirates

Onboarding clients and provide services related to various products –ICICI Direct, Home Loan, Money2india, Loan against Deposit & Insurance by coordinating with various product teams.To manage and grow portfolio of 150 High net worth individuals with total relationship size of around 20 million USD.Engage in client facing activities and ensure timely solutions to the client requirements.Studying various financial products and its relevance in customer portfolioOnboarding new clients under Premium segment accounts like PRO, PREMIA and Remittance PREMIA accounts and targeting for big value remittances.Coordination with ICICI branches in India for various client-servicing issuesDevelop and maintain professional understanding of customer base to assist in deepening current relationships.Analyze the financial needs of client in cognizance with their risk appetite and providing timely solutions to achieve their financial goals through Mutual Fund, Insurance and deposits.Providing guidance to existing and new clients to invest into different investment opportunities like mutual funds, FCNR and fixed deposits.Maintaining a regular communication with existing clients for any customer service requirements and new referral business.Monitoring the operations for correct accounting procedures, approving loan packages, and developing relationships with banking customers.Develop new leads to drive sales opportunities through cold-calling, networking, COI's and partnerships.Provide clients with demonstrations on various banking products, including but not limit to: online and mobile banking and ATMOnboarding new clients through client referral and business development activity.Ensuring delivery for actions in Account development plans are being tasked in advance.Regularly solicit feedback from clients and work with operations teams to continually improve the quality of the service provided.

Dubai, United Arab Emirates

Monitoring & follow-up of delinquent accounts. Visit the customer and negotiate the payment terms for recovery.Tele-calling on delinquent accounts and obtaining PTP (Promise to Pay) from customers.Implement strategies & streamline collections process to ensure the portfolios are effectively managed. Preparation of daily, weekly and monthly collection reports.Resolve customer's disputes and escalate to the management if required. Recommend potential products or services to management by collecting customer information and analyzing customer needs Performs other duties as per request and other responsibilities associated with the position.

Dubai, United Arab Emirates

Maintain customer data containing agreement terms and conditions.Help customers with complaints and queriesTele-calling on delinquent accountsArranging and conducting meeting with the customers to ensure positive client relation.Preparation of daily, weekly and monthly reportsFollow-up and coordinate with other departments as required.Making outbound and/or taking inbound calls Preparation of product or service reports by collecting and analyzing customer information Ensure adherence to the collection and recovery guidelines

Master Of Business Administration - Mba, Finance And Financial Management Services

Bachelor Of Business Administration - Bba, Business Administration And Management, General

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