Jaison Thomas Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Key responsibilities of the role were to educate and advise clients on investments, credit solutions, retirement planning and day to day banking solutions. it included helping clients identify and set financial goals based on their individual situations, assisting them in achieving goals by implementing tailored solutions and providing the highest level of service experience to ensure all their concerns were solved in time and to satisfaction

Bmo Investment Inc

Key responsibilities of the role included advising clients on various investment options , increasing sales by identifying optimum solutions, meeting client needs and accepting and processing trades ensuring compliance with all regulations and policies

Kuwait

The main responsibility of the role was to liaise with,advice and source business from expat investors interested in setting up business operations in Kuwait. Other responsibilities included helping internal and external clients with their marketing initiatives and also providing service support to new and existing clients.

Kuwait

Responsible for the business development function of Synergy Collection Services and Alamana Investment Company both part of Alghanim Industries. Acquired & managed critical business relationships for both companies.

Mumbai Area, India

The key responsibility of the role was to support the institutional business head in managing key clients, increase sales revenue from existing & new clients and provide service & product support. The role also entailed creating & supporting new business development initiatives and providing critical product,marketing and operational support to the sales team pan India.Other major responsibilities included handling high profile business mandates, working on inter departmental projects… Show more The key responsibility of the role was to support the institutional business head in managing key clients, increase sales revenue from existing & new clients and provide service & product support. The role also entailed creating & supporting new business development initiatives and providing critical product,marketing and operational support to the sales team pan India.Other major responsibilities included handling high profile business mandates, working on inter departmental projects important to achieving strategic organizational objectives, managing change & optimizing processes and market intelligence programs. Show less

Mumbai - Corporate Office

Reporting to Chief Manager - Retail Banking Received top rating on a project to critically analyze and study the retail products of Bank of Baroda with respect to the competitor’s products and to develop strategies to increase the adoption of technologically advanced service offerings from the bank

Mba, Marketing

Ma, Economics

Ba, Economics