Joicy Thomas

Experience

• 

  HDFC Ltd

  May 2001 - Apr 2004

  Trainee - Accounts
• 

  HDFC AMC

  May 2004 - Jul 2005

  Executive - Operations

  Branch Operations and Customer Service - Kerala Region

• 

  Principal Pnb Asset Management Company Pvt Ltd

  Aug 2005 - Mar 2007

  Officer - Client Relations

  Customer Service, Operations & Distributor Relationship Management for Kerala Region.

• 

  ING Investment Management (I) Pvt Ltd

  Apr 2007 - Jan 2010

  Manager - Investor Services

  Customer Service, Operations, Distributor Relationship and team management for Karmataka & Kerala

• 

  Reliance Capital Asset Management Company Ltd

  Feb 2010 - Apr 2014

  Area Operations Manager - Kerala

  . Relationship management - Corporate and HNI Segment for Kerala Region. Distributor relationship management for service channel . Activation of Individual Financial Advisors. Team Management - Operations and client servicing. Quality assurance - conduct BPMS audits for branches in South India, Assuring compliance across the branches of Kerala for both sales and operations processes. Regulatory compliance - implementation and continuous monitoring of SEBI and AMFI guidelines across the branches. Channel Migration. Promoting cross sales through service channel Show less

• 

  INDITRADE INSURANCE BROKING PRIVATE LIMITED

  Apr 2016 - now

  .Relationship management - Corporate & HNI clients.Regulatory Compliance & Reporting.Revenue Management.Performance analysis for Insurance Broking Channel.Management of Customer Service and Operations team at corporate office and branches

  • Deputy Vice President & Principal Officer

    Aug 2021 - now

  • Asst. Vice President & Pricipal Officer

    Aug 2019 - Jul 2021

  • Assistant Vice President

    Apr 2019 - Jul 2019

  • Chief Manager - Operations

    Apr 2017 - Mar 2019

  • Manager - Operations

    Apr 2016 - Mar 2017