Thierry Deenmamode

• Client Relationship Management: Serving as main contact for clients, building long-term partnerships, and ensuring high levels of service and satisfaction.
• Sales and Business Development: Identifying, acquiring, and nurturing new business relationships to meet or exceed individual and company sales targets. Asset Management and Portfolio Monitoring: Managing leasing portfolio (e.g., vehicles, equipment), conducting periodic credit facility reviews, and monitoring client accounts to ensure satisfactory conduct.
• Risk Mitigation and Compliance: Reviewing credit information, structuring leasing terms to minimize risk, and ensuring compliance with KYC (Know Your Customer) policies, regulations, and company procedures.
• Internal Coordination: Working with internal teams such as Credit Risk, Documentation, and Operations to ensure smooth processing of proposals and disbursements.
• Product Promotion: Actively selling leasing company’s products and providing solutions tailored to client’s needs, such as fleet management solutions or asset financing.

Client Onboarding and Services: Facilitating the KYC (Know Your Customer) process, managing client accounts, and acting as a primary contact for administrative inquiries.

Operational Support: Preparing high-quality reports, including monthly appraisals, valuation schedules, and performance reviews.

Data Management: Using advanced Excel skills to manage large datasets and ensuring accuracy in company records.

Compliance and Regulation: Ensuring all administrative processes comply with regulatory requirements and internal firm policies.

Team Collaboration: Working with consultants and investment advisors to align administrative tasks with tailored client solutions.

• Client Relationship Management: Serving as main contact for clients, building long-term partnerships, and ensuring high levels of service and satisfaction.
• Sales and Business Development: Identifying, acquiring, and nurturing new business relationships to meet or exceed individual and company sales targets. Asset Management and Portfolio Monitoring: Managing leasing portfolio (e.g., vehicles, equipment), conducting periodic credit facility reviews, and monitoring client accounts to ensure satisfactory conduct.
• Risk Mitigation and Compliance: Reviewing credit information, structuring leasing terms to minimize risk, and ensuring compliance with KYC (Know Your Customer) policies, regulations, and company procedures.
• Internal Coordination: Working with internal teams such as Credit Risk, Documentation, and Operations to ensure smooth processing of proposals and disbursements.
• Product Promotion: Actively selling leasing company’s products and providing solutions tailored to client’s needs, such as fleet management solutions or asset financing.

• Prospecting: Identifying and pursuing new clients through networking, referrals, and marketing to expand their insurance portfolio.
• Sales Generation: Selling various types of insurance, including property, liability, life, and health policies, on behalf of insurance carriers.
• Customer Retention: Building long-term loyalty and nurturing relationships with existing clients to ensure policy renewals.
• Needs Analysis: Interviewing clients to determine their risk profile, financial resources, and coverage needs.
• Customization: Tailoring insurance programs to suit specific needs, combining different coverage types and policy riders for comprehensive protection.
• Expert Advice: Explaining complex insurance terms, such as exclusions, deductibles, and endorsements, so clients can make informed decisions.
• Regulatory Compliance: Ensuring all sales and advice conform to industry regulations and ethical standards.

• Asset Trading: Trading listed equities and government bonds on behalf of clients.
• Advisory Services: Delivering investment advisory to corporate clients regarding listed/unlisted funds.
• Operational Execution: Managing centralized depository, clearing, and settlement processes.
• Sponsoring Brokerage: Acting as a sponsoring broker for listed companies.
• Compliance: Ensuring trading operations adhere to regulations, with trading halt protocols during settlement issues.

• Executing Trades: Buying and selling currency pairs (e.g., EUR/USD, GBP/USD) using electronic trading platforms to capitalize on rate changes.
• Market Analysis: Monitoring global economic indicators, interest rates, and political developments to forecast future currency movements.
• Risk Management: Using hedging strategies to protect against potential losses from unfavorable volatility.
• Portfolio Management: Managing accounts for clients or employers (banks, hedge funds) to maximize returns.
• Continuous Monitoring: Maintaining awareness of 24-hour market movements across different time zones.

• Debtor Credit Assessment: Evaluate the creditworthiness of the debtor (customer of the client) to establish appropriate credit limits, using credit reports, trade references, and payment history.
• Invoice Due Diligence: Verify the validity of invoices by checking documentation like proof of delivery or approved timesheets to ensure invoices are collectible.
• Financial Spreading & Analysis: Analyze client financial statements, such as balance sheets and income statements, to assess their financial health.
• Monitoring & Compliance: Monitor daily, weekly, or monthly client reporting to ensure compliance with factoring agreements and internal credit policies.
• Risk Mitigation: Identify potential risks, such as high debtor concentration (too much risk in one debtor) or slow-paying debtors, and recommend actions to mitigate these risks.
• Supporting the Team: Assist senior analysts and relationship managers with preparing credit memos and updating debtor files.