THOMAS CHACKO OMACHERIL
Southend On Sea
Summary
Seasoned finance professional with expertise in critical thinking, risk assessment, and financial products. Specialises in insurance, protection planning, and compliance with FCA regulations. Executes strategic prospecting and market trend analysis to deliver tailored financial solutions while upholding client confidentiality and ethical standards.
Overview
3
3
years of post-secondary education
18
18
years of professional experience
Work history
Mortgage and protection adviser
Kurians Financial Consultant Ltd
Southend on Sea, Essex
2024.04 - Current
- Mastered a variety of mortgage software systems, optimising work efficiency.
- Consistently met targets without compromising on quality of service delivered.
- Maintained strong professional relationships for repeat business.
- Participated in industry events to enhance knowledge and skills.
Office assistant
OWL Financial Consultant
Peterborough, Cambridgeshire
2023.06 - 2024.03
- Maintained a tidy reception area, creating a positive impression on visitors.
- Streamlined office operations through diligent maintenance of supply inventory, ensuring availability of necessary materials.
- Scheduled appointments effectively to ensure efficient time management for executives.
- Executed general administrative tasks, including photocopying, faxing, and mailing, to support seamless day-to-day office functioning.
- Performed data entry tasks diligently, maintaining accurate office records at all times.
- Updated database regularly ensuring accessibility of current information when needed.
- Organised and maintained office space cleanliness and supply stock, fostering a professional environment for visitors and staff.
Sales and project co-ordinator
Al Sarooj Technincal & Commercial Services
Muscat, Oman
2018.09 - 2022.01
- Executed strategic sales presentations to secure profitable projects.
- Delivered professional presentations to potential clients securing significant contracts.
- Sourced new clients through targeted research and networking.
- Enhanced client relationships for improved business retention and growth.
- Achieved higher customer satisfaction with effective communication and problem resolution.
- Developed comprehensive project plans for successful execution of sales targets.
- Oversaw all aspects of project lifecycle, ensuring completion within budget constraints.
- Streamlined workflow by efficiently managing resources related to the project.
- Led cross-functional teams to deliver high-quality results within set timelines.
- Facilitated team meetings, resulting in improved collaboration and communication.
- Recorded sales for goods and service performance monitoring.
- Actioned client feedback to improve goods and services provided.
- Devised promotional campaigns to increase customer spending.
- Communicated complete legal guidance for purchased devices.
Assistant manager - projects
Jafco Aluminum & Steel Co.
Doha, Qatar
2008.02 - 2018.06
- Increased project efficiency by implementing new management strategies.
- Streamlined processes, improving overall quality of projects.
- Coordinated resources, resulting in smooth project execution.
- Monitored project progress, ensuring all deliverables were met on time.
- Managed daily operations to ensure project continuity.
- Developed detailed project plans to meet deadlines.
- Aligned team goals for successful completion of projects.
- Prioritised tasks effectively to meet tight deadlines.
- Enhanced team productivity by promoting a positive work environment.
- Identified training needs of the staff, enhancing their skills and competency.
- Collaborated with other departments for efficient resource allocation.
- Maintained strong client relationships through regular updates and feedback sessions.
- Promoted transparency by regularly updating stakeholders about the status of the projects.
- Organised and scheduled meetings, conferences, and appointments to ensure effective communication.
- Drafted documents and reports for management review.
- Compiled and created detailed expense reports, ensuring all expenses were accurately matched with receipts.
- Prepared and drafted contracts and purchase orders to facilitate team procurement processes.
- Prepared and arranged necessary supplies, documents, and meeting spaces to support productive discussions.
Education
Diploma of Higher Education - Mechanical
Annamali Poly Technic College
Chettinadu 1994.08 - 1997.05
Elementary First Aid - Fire Prevention & Fire Figh -
Marine Academy
Mumbai 2000.05 - 2000.07
Skills
- Insurance products proficiency
- FCA regulations
- Financial product knowledge
- Protection planning
- Customer retention aptitude
- Regulatory compliance understanding
- Professional communication
- Effective decision making
- Compliance reporting
- Market insight
- Financial critical thinking
- Financial literacy
- Strategic prospecting
- Client confidentiality respect
- Critical evaluation
- Risk evaluation
Timeline
Mortgage and protection adviser
Kurians Financial Consultant Ltd
2024.04 - Current
Office assistant
OWL Financial Consultant
2023.06 - 2024.03
Sales and project co-ordinator
Al Sarooj Technincal & Commercial Services
2018.09 - 2022.01
Assistant manager - projects
Jafco Aluminum & Steel Co.
2008.02 - 2018.06
Elementary First Aid - Fire Prevention & Fire Figh -
Marine Academy
2000.05 - 2000.07
Diploma of Higher Education - Mechanical
Annamali Poly Technic College
1994.08 - 1997.05