Rohan Thomas Email & Phone Number

East Gosford, Nsw, Au

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

* Leading a team of highly skilled Relationship Managers/EBOs for the acquisition of new corporates, servicing and retention of corporate clients* Currently managing a portfolio of 150+ corporates* Driving overall sales process including lead generation & management, qualification, evaluation & closing newbusiness* Cross selling & up selling of banking products viz, Credit cards, Insurance* Setting Objectives & Score Card for the team* Ensure full… Show more * Leading a team of highly skilled Relationship Managers/EBOs for the acquisition of new corporates, servicing and retention of corporate clients* Currently managing a portfolio of 150+ corporates* Driving overall sales process including lead generation & management, qualification, evaluation & closing newbusiness* Cross selling & up selling of banking products viz, Credit cards, Insurance* Setting Objectives & Score Card for the team* Ensure full adherence to Regulatory guidelines and SOPs Show less

Mumbai

* Responsible for driving profitability of one of the branches in West* Managing team of Priority Relationship Manager / Branch Sales & Service Managers ,Tellers & acquisition team • Ensuring the branch plays its part in the bank strategy.• Inculcating service culture in the branch.• Achieving the set business goals . • Responsible for current and savings value growth along with Wealth Management, Assets & Corporate Salary business.• Organise customer & community events… Show more * Responsible for driving profitability of one of the branches in West* Managing team of Priority Relationship Manager / Branch Sales & Service Managers ,Tellers & acquisition team • Ensuring the branch plays its part in the bank strategy.• Inculcating service culture in the branch.• Achieving the set business goals . • Responsible for current and savings value growth along with Wealth Management, Assets & Corporate Salary business.• Organise customer & community events effectively to enhance the bank’s portfolio & visibility in the market. • To ensure branch is audit and process complaint• Periodic review on the portfolio to avoid money laundering• Training the team on latest process changes and grooming them to deal with situations• Training new recruits by participating in induction and on-boarding programs of the bank • Organised many customer focused group meetings to get feedback on the branch in order to improve our services and grow with the customers Show less

Responsible to drive and supervise Busines Development Managers to Acquire and enhance the profitability of Bank’s Priority and Premium portfolios . Deepen the relationship with the existing Priority Banking clients by increasing their wallet shareHigh Net worth Customers, exceed the set targets for income and portfolio quality and therefore, help the branch / Cluster / zone to achieve its business objectives.Dealing in Wealth Management products: Mutual funds, Insurance, P.M.S.… Show more Responsible to drive and supervise Busines Development Managers to Acquire and enhance the profitability of Bank’s Priority and Premium portfolios . Deepen the relationship with the existing Priority Banking clients by increasing their wallet shareHigh Net worth Customers, exceed the set targets for income and portfolio quality and therefore, help the branch / Cluster / zone to achieve its business objectives.Dealing in Wealth Management products: Mutual funds, Insurance, P.M.S., Private Equity, and Structured Products. Experience in Cross sales of SME line credits and clients engagement through Assets and FX sales. Generating new priorities on client base through references and by organizing Micro Marketing events. Show less

Mumbai Area, India

Mumbai Area, India

Managing portfolios of Ultra HNI clients with investments across asset classes ranging from debt,equity and alternate assets Engaging with clients for assessing investment requirements and formulating investment plansbased on specific client constraintsProviding total wealth management solutions to clients.Framing asset management strategies for individuals and business owners towards the accomplishment of their goals.Providing clients with financial services… Show more Managing portfolios of Ultra HNI clients with investments across asset classes ranging from debt,equity and alternate assets Engaging with clients for assessing investment requirements and formulating investment plansbased on specific client constraintsProviding total wealth management solutions to clients.Framing asset management strategies for individuals and business owners towards the accomplishment of their goals.Providing clients with financial services with a view to protect and transfer their wealth by solving complex needs about the investment planning. Understanding financial requirements, designing & creating structured notes, evaluating risk return, constraints & horizon. Monitoring clients' portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels.Building and maintaining healthy business relations with major clients, ensuring the customer satisfaction by achieving delivery and service quality norms.Responsible for providing required assistance to clients to manage and safeguard wealth, investment and other financial concerns pertaining to bedrock of innovation and suggesting innovative mode of investments Actively participated in several presentation pertaining to wealth management and investment opportunities to update clients regarding the latest investment measures and wealth management through conducting required market researches Show less

Mumbai

Mumbai

Source NTBs, CitiGold and Business accounts. Organize customer events to source new accounts and increase the visibility of the branch. Responsibilities include Wealth management & portfolio designing for HNIAcquisition of HNI clients and catering to Citigold clients (Citigold relationship starts with 30 lacs of initial investment)Business lending services i.e. Forex, Lending, Cash Management Services; through acquisition of current account.Under went… Show more Source NTBs, CitiGold and Business accounts. Organize customer events to source new accounts and increase the visibility of the branch. Responsibilities include Wealth management & portfolio designing for HNIAcquisition of HNI clients and catering to Citigold clients (Citigold relationship starts with 30 lacs of initial investment)Business lending services i.e. Forex, Lending, Cash Management Services; through acquisition of current account.Under went specialized training on Citibank compliance, Internal investment programs, Citibank internal insurance training Organizing events and sourcing database for acquisition of the clientsInvestment Strategies for HNW ClientsPenetration into existing client base by providing one stop for all financial requirements Tracking market/competition to keep abreast the changing business environment Responsible for cross selling products (SIP, Homeloan, credit card, medical policies, Fixed deposits,forex accounts) Show less

Mba, Management

M.Com, Management

Bms, Marketing

Ssc, English

Activities and Societies: Football Team, Athletics

Global Certificate For Data Science And Artificial Intelligence