Stanley Thomas Email & Phone Number

Ahmedabad, Gj, In

Valsad, Gujarat, India

* Developed and managed relationships with over 200 non-resident clients, providing tailored financial services to meet their unique needs. This led to a 20% increase in portfolio growth through personalized solutions based on clients’ financial goals, risk tolerance, and investment preferences. * Led Re-KYC and due diligence processes, ensuring strict adherence to regulatory requirements and internal policies. Focused on minimizing risk through vigilant compliance efforts and proactive risk management * Achieved a 98% client satisfaction rate by anticipating client needs and offering proactive financial advice. Process improvements enabled faster query resolutions, enhancing the overall client experience and strengthening the bank’s reputation as a trusted advisor to the NRI segment * Grew the NRI client base by 20% through targeted marketing, referrals, and partnerships. Collaborated with internal stakeholders to stay ahead of market trends and regulatory updates, further improving client acquisition and relationship management* Provided exceptional financial advisory services, driving revenue growth by upselling premium products and investment opportunities. Conducted detailed portfolio reviews, improving clients' portfolio performance by 30% through expert product recommendations * Increased cross-selling opportunities by 15% through collaboration with internal teams. Leveraged client feedback to identify business expansion opportunities, aligning products with customer needs * Maintained accurate records and implemented efficient operational practices, ensuring smooth day-to-day functioning of the branch. Promoted teamwork by sharing insights and fostering a collaborative, positive work environment* Provided guidance across departments while managing individual client relationships, contributing to the branch’s success and laying the foundation for future leadership opportunities

Ahmedabad, Gujarat, India

Responsibilities:• Supervised a team size of 15 Relationship Managers managing prime portfolios• Ensured that the portfolio objectives like cross-sell, income, quality parameters and regular service interactions etc. are met and the Prime customers are serviced efficiently by the Team• Strictly adhered to Operations process, meeting the Audit and Compliance parameter• Guiding the Team to engage with the customers with focus to increase the digital penetration and all product penetration also to achieve the objective of income/revenue generation• Personally interacting with the High Value customers from the set of given portfolios• Proactively handled Customer escalations, ensuring that its resolved and customer is satisfied post discussion and the same is done before the TAT• Identified ideal customers, engaged proactively with them, facilitated their smooth on-boarding as new bank customers, and consistently delivered exceptional customer service and support• Collaborated with intra team and cross functional stake holders in order to obtain a smooth customer experience• Interviewed and shortlisted right candidates for the role of BDRs/Relationship Managers• Motivated and Mentored the team for improving productivity and conducted timely training and repeated refresher sessions, if required, basis on the review on Target / Income achievement done with the Relationship Managers on regular basis• Engaged in the employee retention activity on the floor, discussing an taking strategic actions to keep employees motivated and focused so that they choose to remain employed and productive for the benefit of the organizationAppreciations:• Received multiple awards on third party insurance products cross-sell (HDFC Ergo, Niva Bupa, Bharti Axa, Aditya Birla etc.)• Received a Silver Star Award from the bank for excellent performance and a top supervisor

Ahmedabad Area, India

Managed the collection and debt servicing of portfolios containing customers with delinquencies exceeding 180+ DPD • Guided collection agencies to meet targets effectively in the Ahmedabad region by elevating cash recovery rates, resulting in an impressive 25% increase for accounts with 90+DPD , all while sustaining a solid daily DRR of 85%• Prepared MIS and management reports• Ensured compliance with regulatory processes• Provided positive customer service experience in collections

Dubai Emirate, United Arab Emirates

• Acquired and managed new HNI and Corporate Clients for currency remittance• Generated substantial revenue by establishing and managing lucrative corporate partnerships, resulting in a 35% increase in transactions through Premium Service channel, while delivering toptier customer service as a Premium Corporate Service Manager.• Played a pivotal role in delivering specialized financial solutions to a diverse clientele, including multinational corporations, large enterprises, and small-scale businesses across the UAE• Delivered expertise in Remittance, Foreign Exchange, Cash Management and Offered Payplus Payroll Solutions, including expertise in the Wage Protection System (WPS)• Leveraged cutting-edge technology and professional services to empower clients to handle financial transactions securely and efficiently• Diligently cultivated a comprehensive understanding and strict adherence to the Organization’s AML and Sanctions policies• Review and reinforced the department’s knowledge and implementation of AML/Sanctions protocols to maintain compliance and operational integrity for all the transactions • Fostered strong client relationships by providing personalized financial guidance and solutions, contributing to increased client satisfaction and retention

Pune Area, India

Responsibilities:• Consulting timeline for bulk projects to accomplish the assigned projects within SLA and set timelines• Set up the accounts for future and options markets for New York region• Ensure the accuracy and productivity of the team and are within the KPI set• Improve the turn-around time (TAT) for execution and enrichment of client experience and becoming a trusted partner to the Clients• Participate and provide expert knowledge of various tactical and strategic programs (i.e. FXMM, CDDS, NTPA, SDS, etc.) impacting OTC Reference Data Services• Played a vital role as a Point of Contact (POC) for Over the Counter (OTC) Reference Data team• Preparing MIS reports such as Static Data Server report, Business Failure Report and Direct Entry Report on a daily basis to the Management

Pune Area, India

• Applying cash with a valid backup • Identifies and analyse all cash items not automatically posted to the accounts receivable portfolio during the automated cash application process• Researches reasons for discrepancies and/or inability to post payment• Ensure transactions balance in a timely manner so that proper payment is made to one or multiple parties, review and correct own work, make a correction and /or adjustments as needed • Solving the Client’s and Customer’s query, if any,

Ahmadnagar Area, India

• Upheld the daily book of records• Performing bank statements reconciliation and reporting the variances• Liaise with suppliers, buyers, surveyors and trade and shipping team• Managed office administration

Master Of Business Administration (Mba), Finance

Activities and Societies: member of the organizing committee and team-building activity

Bachelor Of Commerce (B.Com.), Cost Accounting

Activities and Societies: Represented Pune University in cultural events at the state and zonal levels of the Indradhanushya 2008 youth.