Thulasi Jally Email & Phone Number

Bengaluru, Karnataka, India

CxSearch is a global retained executive search and leadership advisory firm, committed to building trusted partnerships with organizations to hire transformational leadership. We are CxSearch!

Bangalore

Rinalytics is a specialized executive search and executive research firm focused on Analytics and Risk Management leadership talent hiring. The team at Rinalytics brings forth a combination of industry-specific expertise and an unrivalled reputation for delivery on key positions. Proven Track Record, Experience and Thought Leadership in constantly delivering quality outcomes by aligning business processes with people practices. Founded by veterans in the search business, with deep subject matter expertise and reach leveraged through industry leaders as its board members. Rinalytics is head-quartered in Bangalore, India’s Silicon Valley.

Bangalore

Implementation- Non-core development

Port Louis, Mauritius

As a Business Consultant / Business Analyst, I am responsible for providing functional application and banking support throughout all functional stages of TEMENOS products implementation projects whilst focusing on solving basic functional problems.Areas handled: Retail & Credit Operations including Limits, Collaterals, Loans and Past DuesKey Responsibilities:• To analyze the client business/functional requirements and relate them to TEMENOS T24 product capability.• Identify any gaps together with proposals for their resolution (e.g. workarounds or changes in processes) and ensure any solutions proposed are realistic and within the agreed scope of the project.• Define customization needs for TEMENOS products as per agreed business definitions.• Write specifications, if and when needed, for local development and ensure that Technical Consultants have a clear understanding of these specifications.• Participate in functional testing to support User Acceptance Testing (UAT).• Liaise with the TEMENOS maintenance groups to ensure that the product problems identified are understood and resolved.

Chennai Area, India

Wealth Manager- Private Banking GroupWealth management and revenue generation by distribution of fee based products:• Responsible for proactively building and developing a portfolio of high net worth clients of HDFC.• Provision of appropriate advice to clients upon broad range of financial matters in order to maximizethe level of client service and generation of cross sales opportunities.• Advised High Net Worth clients and small business owners on investment strategy & asset allocationinto Equity , Mutual Funds & Life Insurance and assisted clients in executing planned investments.Cross-sold banking products like term deposits, commercial banking (current and saving accounts),personal loan, home loan, Insurance of HDFC Standard Life and credit cards directly or by referring toexperts.Key Responsibilites include:o Portfolio designing in accordance with the risk appetite, corpus and time horizon etc of theclients.o Portfolio analysis for existing clients and re-design according to client’s requirement.o Tracked investments and worked with clients to optimize portfolio performance.o Emphasis on insurance cover and retirement planning advisory in addition to standardInvestments to existing clients directly or by referring to experts.

Chennai Area, India

• Managing Portfolios of HNI Clients.• Actively advise and interact with Clients based on the client objectives and requirements.• Hands on experience in Mutual fund, Bond investments, Insurance, Art Fund, Property etc.

Mba, Finance, Gold Medalist

B.Com, Commerce