Thomas Chacko Omacheril
Southend-on-Sea,Essex
Overview
18
18
years of professional experience
Work History
Insurance and Mortgage Consultant
Kurians Financial Consultants Ltd
Southend-on-Sea, Essex
04.2024 - Current
- Maintained accurate records of client interactions, applications, and transactions for regulatory compliance.
- Conducted market research to stay updated on mortgage trends and products.
- Supported clients with mortgage processes by assisting with applications and required financial documentation.
Office Administrative Assistant
Owl Financial
Peterborough, Cambridgeshire
06.2023 - 01.2024
- Maintained filing systems for efficient document retrieval in both digital and paper formats.
- Answered telephone calls to provide information, direct inquiries, and take messages.
- Delivered staff inductions and training sessions on administrative procedures for compliance with company policies.
- Opened financial statements, inputted transactions, and reconciled accounts.
- Conducted research and compiled data for strategic planning sessions.
- Assisted in budget preparation and monitoring to support financial stewardship within the department.
Project Coordinator
Jafco Aluminium & Steel Co
Doah, State of Qatar
02.2008 - 06.2018
- Created digital file classification system for company-wide use.
- Developed organisational policies for administrative oversight and internal controls.
- Created classification systems to manage archives.
- Planned revenue generation strategies designed for growth.
- Oversaw facility maintenance and allocated needed resources to meet standards.
- Maintained smooth-running business operations by delegating priorities to staff abilities.
- Streamlined processes to improve and optimise office operations.
- Established clear budgets and cost controls strategies to meet objectives.
Sales and Project Co-ordinator
Al Sarooj Technincal & Commerical Services
Muscat, Sultante of Oman
09.2018 - 01.2022
- Arranged regular meetings with clients to engage with new products and services.
- Built rapport with new and existing customers to boost client retention.
- Advised design teams of unique client requests requiring product adaptations.
- Coordinated goods and equipment delivery and installation.
- Adapted client orders to meet evolving business needs and maintain loyalty.
- Observed technology advancements to deliver knowledgeable medical sales advice.
Education
Diploma of Higher Education - Mechanical
Annamali Polytechnic College
Chettinad01-1996
Skills
- Client needs analysis
- Client management
- Financial consulting
- Risk assessment
- Commercial acumen
- Protection upselling
- Face-to-face advice
- Financial counselling
- Affordability checks
Timeline
Insurance and Mortgage Consultant
Kurians Financial Consultants Ltd
04.2024 - Current
Office Administrative Assistant
Owl Financial
06.2023 - 01.2024
Sales and Project Co-ordinator
Al Sarooj Technincal & Commerical Services
09.2018 - 01.2022
Project Coordinator
Jafco Aluminium & Steel Co
02.2008 - 06.2018
Diploma of Higher Education - Mechanical
Annamali Polytechnic College