Thomas Baïo Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

I leverage data analytics and reporting tools to drive innovation, automate reporting, and optimize operational processes. Through collaboration and trend analysis, I enhance wealth management services, delivering measurable value and impact.- Leverage data analytics and reporting technologies- Interpret data to support decision-making- Proactively.

Toronto, Ontario, Canada

• Analyze data and model business processes to identify opportunities for improvement and inefficiencies.- Design solutions to optimize existing business processes and improve customer experience. Develop effective.
• Led cross-functional teams in the development and implementation of data automation projects, resulting in successful project completion and improved relationships
• Implemented data integration solutions that streamlined the flow of data between different systems, resulting in improved data quality and reduced manual errors
• Reduced manual data processing tasks by designing and implementing automation scripts and workflows, resulting in significant time and cost savings for the organization.

Toronto, Ontario, Canada

- In the prolonged absence of the team supervisor and concurrently with the position of Senior Solutions Specialist.- Manage, assist, develop, and motivate team members to consistently provide the best possible service.- Prepare and conduct monthly performance reviews of team agents and ensure their satisfaction.- Ensure strong adherence to Key Performance.

Toronto, Ontario, Canada

• Supporting our Sales Team and Financial Representatives by investigating complex and tier-2 escalated account related inquiries- Identifying opportunities to help our Service Centre knowledge provide better.
• Obtained the Exceptional Performance rating in 2020 and 2021
• Designed innovative automated solutions, enhancing the performance of our 12 members by about 30%.

Toronto, Ontario, Canada

• Exceeded advisors and clients expectations by listening and taking ownership while finding the most appropriate solution- Provided a fast, precise and professional service in a fast-paced environment- Achieved.
• Obtained the Top Call Quality award in 2019 and the Innovation award in 2018 and 2019
• Designed innovative solutions (VB) that still increase our Client Services department overall efficiency.

Paris Area, France

• Advised customers on investments within a €1+ billion portfolio, including market outlooks- Modeled clients’ portfolios and provided recommendations on multi-asset allocations to diversify risk- Performed qualitative.
• Nearly doubled our sales objectives by supporting a new money investment deal on multi-strategy funds
• Converted an old Excel-based CRM into a sophisticated coded one, cutting time looking for data by 75%
• Increased operating efficiency by 300% in our 120-arbitrages batch through a VB solution, eliminating redundant procedures and reducing market exposure.

Région De Paris, France

• Researched securities using fundamental analysis and advised Portfolio Manager on investment potential- Wrote quarterly letter to clients analyzing portfolio performance using Morningstar- Ensured completeness.
• Revamped all the essential duties of the position, which ended up in far increased efficiency in handling Portfolio Managers’ assignments
• Wrote various scripts in VB from scratch to generate 80% faster every customer report requested.

Nîmes Area, France

- Worked in binomial with a senior advisor on a 250 active customers portfolio- Developed relationships with professional partners to maintain a high quality of service- Analyzed company's balance sheets and income statements to reevaluate creditworthiness of existing clients (50 processed)- Answered clients' needs by cross-selling banking and financial.

Toulon Area, France

- Provided personalized relationship to new and existing customers- Explained to clients all types of banking and financial products and services provided- Actively identified client needs to evaluate the most appropriate solution- Delivered tax, legal and financial advisory to upper retail customers- Proactive contribution to help meeting branch sales.

Montpellier Comédie

- Delivered outstanding service to 200+ customers per day in a high-pressure and dynamic environment- Promoted at the desk new and additional bank solutions to existing customers- Ensured compliance verification of the new retail and professional relationships as per approved bank procedures- Processed loans and business accounts applications- Participated.

Master'S Degree, Gestion De Portefeuille

Activities and Societies: Promoted the Master's benefits to interested students during open.

Master'S Degree, Marché Des Particuliers Puis Des Professionnels, Admis

Activities and Societies: Certified by WES (World Education Services)Master Banque, Finance, Assurance

Bachelor'S Degree, Banque, Finance Et Assurance, Admis

Supplemented by an European Diploma of Higher Education (DEES BANQUE - Geneva)