Versailles Thomas

Versailles Thomas

Works at:

Karvy Private Wealth

Location in:

Abu Dhabi, United Arab Emirates

Versailles Thomas

Versailles connections

Currently

Works at:
Karvy Private Wealth
Location in:
Abu Dhabi, United Arab Emirates

Bio

Versailles is a results focussed management professional with more than four years of sales and key account management experience within banking and private wealth management. His core competencies include:

- Excellent communication and influencing skills
- Consultative selling
- Customer centric with the ability to build positive relationships
- Relationship management and revenue generation

Versailles would like to connect to people in


Versailles has worked/studied in

  • India
  • United Arab Emirates
  • United Kingdom

Versailles speaks

  • English
  • Hindi

Versailles has experience in

  • Real Estate

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Work

2012
(Mar – Oct)

Wealth Advisor

Karvy Private Wealth , India
  • The Wealth Advisor is responsible for acquiring high net worth relationships, managing and retaining them by delivering exceptional service standards. This is done by designing and implementing their financial plans and ensuring timely execution of the advice, which results in revenue generation for the business through products such as mutual funds, insurance, private equity, structured products, non convertible debentures, international funds et al.
  •  To research, investigate and be updated on new investment opportunities and financial market trends to determine how they can be adapted into client portfolios.
  •  To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
  •  To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
2011
(Jan – Nov)

Freelance Marketing Consultant

Self Employed , United Kingdom
  • I managed the outdoor marketing promotions and market research assignments for an advertising firm called Di5 Global, for certain South Asian companies trying to penetrate into the UK targeting specifically the South Asian consumer segment. Some of key companies include Veetee Rice, SBI UK, Colors (TV Channel) and Twiss.
2008 – 2009
(Apr – Aug)

Power Vantage Relationship Manager

HSBC , India
  • The RM was responsible for building the client base by adding ‘New To Bank’ clients, building strong relationships with the customers, successfully selling investment & insurance products, driving the growth of assets under management and cross sell of the bank’s products to the customers.
  •  Built the client base by increasing the wallet share of existing customers through successful sales of insurance and investment products. This resulted in a growth rate of at least 5% of assets under management on a quarterly basis.
  •  Conducted investment workshops among the Bank's Top 10 corporate salary clients, and built customer confidence by showing an increase of 25%, in average returns across client portfolios.
  •  Managed additional responsibility of handling select Premier clients (60) and increased their relationship size with the Bank to exceed the minimum benchmark set for client profitability.
  •  Consistently in the top 20 percentile of the team and recipient of the ‘Leaders Day Out Award’ for exceptional performance in mortgage disbursals and insurance business. (February 09)
2006 – 2008

Investment Relationship Manager

HDFC Bank , India
  • The RM was responsible for providing personalized investment solutions to an external client base as well as the Bank'sPreferred’ clients.
  •  Provided personalised investment and banking solutions to the Bank’s clients which increased the repeat business from existing clients by 5% from a portfolio of 300 customers.
  •  Migrated the second largest group of customers (more than 500) within India, towards a newly introduced online investment platform resulting in more than 20% reduction in logistical costs and 10% addition in revenues to the branch.
  •  Challenged by top management to ensure that TPP (Third Party Products) targets were achieved by driving sales through personal bankers and relationship managers, which resulted in 90% of the personnel, as well as, the branch reaching the annual revenue target ahead of the last quarter.

Work

2012
(Mar – Oct)

Wealth Advisor

Karvy Private Wealth , India
  • The Wealth Advisor is responsible for acquiring high net worth relationships, managing and retaining them by delivering exceptional service standards. This is done by designing and implementing their financial plans and ensuring timely execution of the advice, which results in revenue generation for the business through products such as mutual funds, insurance, private equity, structured products, non convertible debentures, international funds et al.
  •  To research, investigate and be updated on new investment opportunities and financial market trends to determine how they can be adapted into client portfolios.
  •  To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
  •  To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
2011
(Jan – Nov)

Freelance Marketing Consultant

Self Employed , United Kingdom
  • I managed the outdoor marketing promotions and market research assignments for an advertising firm called Di5 Global, for certain South Asian companies trying to penetrate into the UK targeting specifically the South Asian consumer segment. Some of key companies include Veetee Rice, SBI UK, Colors (TV Channel) and Twiss.
2008 – 2009
(Apr – Aug)

Power Vantage Relationship Manager

HSBC , India
  • The RM was responsible for building the client base by adding ‘New To Bank’ clients, building strong relationships with the customers, successfully selling investment & insurance products, driving the growth of assets under management and cross sell of the bank’s products to the customers.
  •  Built the client base by increasing the wallet share of existing customers through successful sales of insurance and investment products. This resulted in a growth rate of at least 5% of assets under management on a quarterly basis.
  •  Conducted investment workshops among the Bank's Top 10 corporate salary clients, and built customer confidence by showing an increase of 25%, in average returns across client portfolios.
  •  Managed additional responsibility of handling select Premier clients (60) and increased their relationship size with the Bank to exceed the minimum benchmark set for client profitability.
  •  Consistently in the top 20 percentile of the team and recipient of the ‘Leaders Day Out Award’ for exceptional performance in mortgage disbursals and insurance business. (February 09)
2006 – 2008

Investment Relationship Manager

HDFC Bank , India
  • The RM was responsible for providing personalized investment solutions to an external client base as well as the Bank'sPreferred’ clients.
  •  Provided personalised investment and banking solutions to the Bank’s clients which increased the repeat business from existing clients by 5% from a portfolio of 300 customers.
  •  Migrated the second largest group of customers (more than 500) within India, towards a newly introduced online investment platform resulting in more than 20% reduction in logistical costs and 10% addition in revenues to the branch.
  •  Challenged by top management to ensure that TPP (Third Party Products) targets were achieved by driving sales through personal bankers and relationship managers, which resulted in 90% of the personnel, as well as, the branch reaching the annual revenue target ahead of the last quarter.

Education

2009 – 2010

Cranfield School of Management

MSc Strategic Marketing (Masters)
2004 – 2006

IFIM Business School

MBA (MBA)
2001 – 2004

Bangalore Univerisity

Bachelor Of Commerce (Other)

Additional Info

Nationality:
  • Indian