Tom Jacob Cfp™ Chartered Mcsi, Cwm®

Tom Jacob Cfp™ Chartered Mcsi, Cwm® Email and Phone Number

Wealth Manager & Certified Financial Planner @ West Riding Personal Financial Solutions Ltd
west yorkshire, kirklees, united kingdom
Tom Jacob Cfp™ Chartered Mcsi, Cwm®'s Location
Leeds, England, United Kingdom, United Kingdom
Tom Jacob Cfp™ Chartered Mcsi, Cwm®'s Contact Details

Tom Jacob Cfp™ Chartered Mcsi, Cwm® work email

Tom Jacob Cfp™ Chartered Mcsi, Cwm® personal email

About Tom Jacob Cfp™ Chartered Mcsi, Cwm®

Tom Jacob Cfp™ Chartered Mcsi, Cwm® is a Wealth Manager & Certified Financial Planner at West Riding Personal Financial Solutions Ltd. He possess expertise in business development, new business development, team management, vendor management, sales management and 40 more skills. Colleagues describe him as "I have knows Tom from my time in Oman while i was a part of OMASCO Al-Futtaim. Tom worked with Apex press and publishing in Oman and did the organisation proud. He maintained an excellent rapport with our business and ensured the best service at all times. All the best for all your future endeavour's. " and "Tom has been extremely good in sourcing nee clients and closing them. He has good communication skills and presentation ability. Is an asset to any team"

Tom Jacob Cfp™ Chartered Mcsi, Cwm®'s Current Company Details
West Riding Personal Financial Solutions Ltd

West Riding Personal Financial Solutions Ltd

View
Wealth Manager & Certified Financial Planner
west yorkshire, kirklees, united kingdom
Website:
wrpfs.com
Employees:
3
Tom Jacob Cfp™ Chartered Mcsi, Cwm® Work Experience Details
  • West Riding Personal Financial Solutions Ltd
    Paraplanner
    West Riding Personal Financial Solutions Ltd Dec 2024 - Present
    Castleford, England, United Kingdom
  • Abrdn
    Client Support Administrator
    Abrdn Feb 2024 - Dec 2024
    Leeds, England, United Kingdom
  • Maples Group
    Credit Control Administrator
    Maples Group Nov 2023 - Feb 2024
    Leeds, England, United Kingdom
  • Sheffield Hallam University
    Finance And Investments Student
    Sheffield Hallam University Jan 2022 - May 2023
    Sheffield, United Kingdom
  • Geojit Financial
    Branch Head - Investment Advisory
    Geojit Financial Oct 2019 - Jan 2022
    Ernakulam
  • New Gateway Llc
    Senior Manager - Sales & Marketing
    New Gateway Llc Nov 2017 - Apr 2019
    Sultanate Of Oman
    A start up recruitment and manpower company based in Oman.• Was heading Sales and Marketing activities.• Through systematic study and analysis positioned the company to become the most preferred manpower servicing company in Oman in the hospitality industry and increased revenue by 25% in a year.
  • Ote Group
    Marketing Manager
    Ote Group May 2012 - Jun 2017
    Muscat Governorate, Oman
    One of the leading business groups in Oman with distribution of premium brand automobiles, automobile ancillaries, electronics and home appliances, etc. The brands included Cadillac, Chevrolet, Hyundai, Subaru Isuzu, LG, Bosch, etc.• Was the brand manager for Subaru and Isuzu and later Chevrolet and Cadillac. Responsible for product launches, plan and execute promotional campaigns, media buying, etc.• Successfully planned and executed strategic & tactical campaigns for the brands responsible.• Launched more than 15 new models.
  • Apex Press And Publishing
    Assistant Manager - Advertising
    Apex Press And Publishing Nov 2010 - Apr 2012
    Muscat, Sultanate Of Oman
    One of the leading publishing companies in Oman. Publications included daily newspaper Muscat Daily, magazines Business Today, Usrat Alyoum and weekly Al Isboua and The Week.• Generate advertisement revenue by liaising with existing clients and identifying new clients.
  • Bharti Axa Life Insurance
    Distribution Training Manager
    Bharti Axa Life Insurance Feb 2009 - Jun 2010
    Cochin Area, India
    One of the leading life Insurance companies in India.• Trained distribution teams on life Insurance, investment and annuity products, compliance and regulations and other skill building programs, etc.
  • Times Of India
    Senior Executive
    Times Of India 2007 - 2009
    Times Group, a leading media conglomerate with print, TV, radio, online, event platforms.• Responsible for B2B vertical and part of events team.• Planned, organised and launched several innovative events and features to generate ad revenues and increase sales by 100%.
  • Icici Prudential Life Insurance Company Limited
    Unit Manager
    Icici Prudential Life Insurance Company Limited Jul 2005 - Aug 2006
    One of the first and largest private life insurance companies in India• Responsible for a team of insurance advisors to promote life insurance, investments, and annuity products.
  • Ocl Informatics Limited
    Sales Executive
    Ocl Informatics Limited Jan 2003 - Jul 2005
    IT Training provider• Responsible for generating sales of training packages.

Tom Jacob Cfp™ Chartered Mcsi, Cwm® Skills

Business Development New Business Development Team Management Vendor Management Sales Management Relationship Management Market Research Public Speaking Marketing Key Account Development Marketing Strategy Neuro Linguistic Programming Strategic Planning Sales Advertising Business Planning Customer Relationship Management Project Management Social Media Marketing Digital Marketing Leadership Executive Coaching Wellness Coaching Negotiation Training Team Leadership Presentation Skills Motivational Speaking Team Motivation Communication Easily Adaptable Team Building Teamwork Cross Functional Team Leadership Customer Service Employee Training Training And Development Business Relationship Building Transformational Life Coaching Sales Motivation Business Understanding Persuasive Speaker Energetic Leader Team Coordination Key Account Acquisition And Retention

Tom Jacob Cfp™ Chartered Mcsi, Cwm® Education Details

Frequently Asked Questions about Tom Jacob Cfp™ Chartered Mcsi, Cwm®

What company does Tom Jacob Cfp™ Chartered Mcsi, Cwm® work for?

Tom Jacob Cfp™ Chartered Mcsi, Cwm® works for West Riding Personal Financial Solutions Ltd

What is Tom Jacob Cfp™ Chartered Mcsi, Cwm®'s role at the current company?

Tom Jacob Cfp™ Chartered Mcsi, Cwm®'s current role is Wealth Manager & Certified Financial Planner.

What is Tom Jacob Cfp™ Chartered Mcsi, Cwm®'s email address?

Tom Jacob Cfp™ Chartered Mcsi, Cwm®'s email address is jt****@****ail.com

What schools did Tom Jacob Cfp™ Chartered Mcsi, Cwm® attend?

Tom Jacob Cfp™ Chartered Mcsi, Cwm® attended Sheffield Hallam University, Indian Institute Of Management, Calcutta.

What skills is Tom Jacob Cfp™ Chartered Mcsi, Cwm® known for?

Tom Jacob Cfp™ Chartered Mcsi, Cwm® has skills like Business Development, New Business Development, Team Management, Vendor Management, Sales Management, Relationship Management, Market Research, Public Speaking, Marketing, Key Account Development, Marketing Strategy, Neuro Linguistic Programming.

Who are Tom Jacob Cfp™ Chartered Mcsi, Cwm®'s colleagues?

Tom Jacob Cfp™ Chartered Mcsi, Cwm®'s colleagues are Linda Liversidge, Toni Turton.

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