Thomas Søndergaard Email & Phone Number

Copenhagen, Dk

København Og Omegn

København, Hovedstaden, Danmark

Chief Consultant, Portfolio Management:Spearheading transversal project work within Commercial Excellence, with an emphasis on both tactical and strategic initiatives.Key Responsibilities:-Planning and coordinating go-to-market activities across channels, with a heightened focus on the investment area to maximize market penetration.- Leading strategic cross-functional projects aimed at increasing digitalization and enhancing self-service options for customers.- Implementing intelligent routing to optimize the inbound channel, ensuring inquiries are directed to the most suitable agents for personalized assistance and reduced wait times.

Copenhagen Area, Capital Region, Denmark

Strategic Portfolio Management:Leading strategic initiatives within Commercial Excellence, focusing on data-driven processes to optimize customer experience and efficiency.Key Responsibilities:- Played a pivotal role in the startup partnership between Tryg and Danske Bank, driving seamless integration and streamlining operations in the Go-to-Market area.- Prioritized data accuracy and customer-centric strategies to enhance relevance and proactivity, unlocking untapped potential.- Key contributor to building a data-driven outbound unit in Danske Bank, leveraging insights for targeted customer engagement.

Copenhagen Area, Denmark

Professional Development:- Enrolled in a Master's degree program in 2017 to enhance competencies and broaden career prospects.- Transitioned into a financial advisor role with a focus on acquisition to accommodate studies while balancing family and work commitments.Key Responsibilities:- Led acquisition efforts to attract new customers to Danske Bank, collaborating with branches and ambassador customers.- Provided comprehensive financial advisory services, guiding clients on investments, pension plans, home purchases, and insurance.

Copenhagen Area, Denmark

Private Banking Advisor:- Specialized in providing tailored financial solutions to high-net-worth clients, managing a portfolio of approximately 170 families.- Focused on complexity, adeptly handling intricate areas of banking with expertise in Customer Relationship Management (CRM).Key Responsibilities:- Advised and managed the most complex private clients, optimizing assets across finance, pension, investment, tax, and property planning.- Handled politically important clients, ensuring exceptional service and satisfaction.- Spearheaded acquisition efforts, expanding client base through networking within and outside the Danske Bank Group.

Nordhavn Branch

Leadership Experience:- Deputy manager at Nordhavn branch team. Starting with 7 members and expanding to 11.- Orchestrated a successful growth journey, establishing a robust presence in Nordhavn amidst its development.- Played a pivotal role in capturing and financing a significant portion of the "new" Nordhavn housing market, fostering strong partnerships with Home Real Estate.Key Responsibilities:- Provided training, coaching, and support to ensure team success in sales and customer satisfaction.- Implemented Danske Bank's new strategy in the branch.- Advising clients comprehensively on financial matters including investments, pensions, home purchases, and insurance.

Kastrup Branch

At Kastrup Branch, I was a leader of a team of 7 professionals.I took pride in serving as a mentor to new colleagues, equipping them with the tools and knowledge to thrive in the industry. Together, we created a supportive culture and Kastrup branch was i 2011 nominated to best branch in Denmark due to excellent result on sale and customer satisfaction. Working areas- Training, coaching and helping the team reach our goals in sales and costumer satisfaction. - Advising clients in all aspects of their financial situation, e.g. investments portfolios, pension plans, purchasing home, insurance.- Responsible for activities

København K

- Different projects concerning loan facilities, and stability- Monitoring payment systems and interact if problems occurs

Svanemølle Branch

- Advising clients in all aspects of their financial situation, e.g. investments portfolios, pension plans, purchasing home, insurance.- Responsible for the Investment area in the branch

Østerbro

2 year Traniee period. Focus on learning.- Working closely in a team of financial advisors.

Master'S Degree, Business Development

MBD (Master in Business Development)

Diploma Of Education, Organization And Leadership, Hd 2. Part

Akademi Merkonom - Finance, Economics And Finance, Hd 1 Part

Finansuddannelsen, Banking And Insuarence

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