Phunadol Ladnonmuang Email & Phone Number

ประเทศไทย

• Collaborate Work with Private Bankers (TTB Bank) up to date Client’s need Information Product Investment and market situations• Coach and arrange training / seminar to educate Private Bankers (TTB Bank) as well as providing mutual fund product, economic situations and strategies to staffs• Develop sale tools & Sales materials to support Private Bankers. (TTB Bank) to give information and recommendation mutual fund products• Handle Private Bankers. (TTB Bank) services including Funds' materials, Funds' information and update

ไทย

• Approach potential customers to establish relationships &provide sufficient information about the company, product,and service mainly focusing on Mutual Funds product for PrivateBanking customers (2 Mil+ THB)• Maintain relationships and provide information to around 250customers about investment knowledge and asset allocationmodel, with Tax assistance for each customer• Generate sales and services relating to an investment portfolioto customer• Update investment outlook and propose rebalancing forcustomer portfolio• Coordinate with analyst teams for update report, furtheranalyze, optimize and present to each customer forconsultation purpose• Analyze qualitative statistic data for each Mutual Funds toidentify profit return rate and entry pointAchievement• Initiate weekly highlight of the market to share with thecustomer to enhance their understanding of the market andtrends• Speaker in a podcast at "Monthly Digest" update investmentview EP.1-12• Prepare a summary of investment perspective articles forcustomers called "Finnomena Private Banking" the reportinclude outlook, key situation, market trends, and impact• Finnomena x Workpoint - Part of data & information researchteam

Assistant Manager Financial PlannerKrungthai Bank Co., LtdDec 2019 - May 2020• Handle Mutual Fund, Deposit, Insurance product line• Approach potential customers to establish relationships & provide sufficient information about the company,product, and service• Educate customers about investment knowledge and asset allocation models.• Generate sales and services relating to investment portfolios to customers.• Together with the branch organizing the event for public relations, investment, annual tax planningSenior Investment AdvisorKrungthai Bank Co., LtdJan 2017 - Dec 2019• Handle district branches around 10-12 branches• Manage 10+ Mil customers (Previous+, Infinite) for their investment portfolio• Initiate product campaigns and promotions to increase sales revenue• Maintain relationships and provide information to customers about investment knowledge and asset allocationmodel• Provide training & develop branches on investment products• Handle client privilege and complaintsAchievement• Achieve pre-planned target across all branches for investment products• Handle 100% complaints with good client satisfaction• Organize branch tax-saving events to educate customers on how to maximize tax planning

ปริญญาโท, Economics, 3.40

ปริญญาตรี, บริหารธุรกิจ/การตลาด