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Jaison Thomas Email & Phone Number

Branch Manager
Location: Toronto, Ontario, Canada 10 work roles 3 schools
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Role
Branch Manager
Location
Toronto, Ontario, Canada

Who is Jaison Thomas? Overview

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Jaison Thomas is listed as Branch Manager based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jaison Thomas.

Jaison Thomas previously worked as Branch Manager at Scotiabank and Assistant Manager at Scotiabank. Jaison Thomas holds Mba, Marketing from Itm Group Of Institutions.

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About Jaison Thomas

11+ plus years of experience managing internal & external sales and sales support functions predominantly in financial services sector including banks, mutual funds, wealth management, and financing . Demonstrated track record of developing sales and business with some of the most sophisticated corporates as well as high net worth clients and handling their service queries. Excellent team player possessing a good blend of technical, relationship, functional and problem solving skills. Areas of expertise include sales & sales Support,business development, relationship management, customer service, analysis & research, investment solutions, due diligence and process improvement .

10 roles

Jaison Thomas work experience

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Assistant Manager

Toronto, Ontario, Canada

Nov 2021 - Feb 2023

Financial Advisor, Investment & Retirement Planning

Toronto, Ontario, Canada

Jun 2021 - Nov 2021

Senior Financial Advisor

Toronto, Ontario, Canada

Feb 2019 - Jun 2021

Financial Advisor

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.

Jul 2017 - Feb 2019

Investment Specialist

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

Dec 2016 - Mar 2017

Marketing Consultant - Corporate Sales

Ksc

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.

Jan 2013 - Feb 2016

Manager - Business Development

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.

Sep 2012 - Dec 2012

Deputy Manager - Institutional Business

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.

May 2008 - May 2012

Summer Internship

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

Feb 2008 - Mar 2008
Team & coworkers

Colleagues at this company

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3 education records

Jaison Thomas education

Ma, Economics

St. John'S College Agra
FAQ

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What is Jaison Thomas's role at their current company?

Jaison Thomas is listed as Branch Manager.

Where is Jaison Thomas based?

Jaison Thomas is based in Toronto, Ontario, Canada.

What companies has Jaison Thomas worked for?

Jaison Thomas has worked for Scotiabank, Bmo Financial Group, Ksc, Alghanim Industries, and Reliance Mutual Fund.

How can I contact Jaison Thomas?

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What schools did Jaison Thomas attend?

Jaison Thomas holds Mba, Marketing from Itm Group Of Institutions.

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