julior thayalasingh M.B.A

 

julior thayalasingh - Professional Summary:     [ 

 An outstanding professional with 1.7 years of experience in marketing of investment products for rural customers. That is low-end savings bank account to high-end life insurance products

 Presently associated with Canara Bank as Investment officer.

 Experience in lead generation, convincing, & getting the business.

 BE [Production Engineering] from Karunya Institute of Technology, Coimbatore, India.

 MBA [Marketing ] from Madurai Kamaraj University, Madurai , India.

 Proficient in presentation of investment ideas thereby enhancing my selling capabilities.

 Effective communicator with strong analytical, problem solving & learning skills.

 Presently interested in high-end career with other organizations & wish to develop career in this direction.

 

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julior thayalasingh - Professional Experience:     [ 

Investment Officer Canara Bank, Sakthi nagar Branch, Erode Since July’09

 

Playing an essential role in marketing of investment products (mutual funds,insurance, fixed deposits) lead generation, follow-up, complaints handling, feed-back, convincing and conversion of leads into business.

 

Key Result Areas

 

Planning – Lead generation

 Effective preparation of client list. That is like from walk-in’s, well wishers, lead-generators & self-directed clients.

 Proper scheduling of meeting plans with the clients as per their priority & interest and making myself and other resources available to enable achieve organization’s targets.

 

Productivity – Business conversions.

 Developing attractive and profitable investment plans that effectively enable clients to cross their financial milestones like child’s higher education, marriage & their retirement.

 Making clients delighted by visiting their homes and presenting their plans and getting it converted at that right time.

 Scrutinising investment application processes to ensure adherence to standards.

 

Operations - Followup

 Planning and effecting growth schedules to increase the profitability of investments.

 Conducting periodic portfolio checks to ensure performance of investments done.

 Proactively identifying areas of non-performing investments and rectifying it through application of trouble shooting tools, like switching of funds, re-direction of funds and redemptions.

 

Improvement - Marketing

 Ensuring complete happy and worthy discussions with the customers for continuous business development, thereby consistent improvement graph is ensured.

 

Quality Compliance

 Ensuring compliance of quality measures by maintenance of appropriate requisite documentation/ records as needed by the bank.

 

 

Social Responsibility

 

 Empowering customers with financial basics so as to help them lead a financially respectable and a secured life with the bank

 Passionately listening to their financial problems and advising them with the right choice available in the bank.

 

 Delighting customers with sweet relationships, best manners, respects and up-dating them with the best investment products available and with industry trends and future changes.

 

 

Highlights

 Year 2005 - Appreciation letters received for early identification of problems and solving in crisis situations from the first employer.

 Year 2008 - Participant in Total Quality Management and ISO 9001 : 2000 quality audit training programme and successfully completed internal auditor training.

 Year 2009 – Achieved centum in IRDA on-line exams.

 Year 2009 – Passed AMFI Certified Mutual Fund Advisor exams.

 

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julior thayalasingh - Education:     [

 

ACADEMIA

 

BE [Production Engineering] Karunya Institute of Technology, 2001 63%

Coimbatore, India.

 

MBA [Marketing ] Madurai Kamaraj University, 2008 57%

Madurai, India.

 

IRDA Certificate Exam NSE Centre, Madurai 2009 100 %

 

AMFI Advisor Exam Canara bank staff training college 2009 56%

Madurai

 

IT SKILLS MS office ( word & excel )

Internet surfing

ERP software – Basic Work experience in MS-Navision

 

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julior thayalasingh - Interests:     [ Not Updated Yet ] 

 

 

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