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Financial Partner (FP)

Kolkata, WB
Job Code:
  • Banking & Finance
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Job Details

? Relationship Management o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customerso Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.o Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.? Generating Incremental Businesso Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.o Proactively sell the full range of consumer and commercial product to current and potential Relationshipso Increase CASA balance in allocated portfolio either through Deepening or Acquisitiono Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.? Customer Engagemento Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valueso Face to the client and First person Responsible for service and sales satisfaction of mapped clients? Investmentso To analyze financial needs of the customers and offer appropriate product with utmost transparencyo Driving revenue business to generate fee income through products like mutual funds, investments and insurance? Audit & Complianceo Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 3-5


Finance/Budgeting | Financial Analysis | Funds Management | Investment Banking
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