Jerin Paul

Branch Head

The Federal Bank Limited

09.2015 - Current

Promoting and marketing the branch and its products
Meeting with customers and resolving any problems or complaints
Ensuring there’s a high level of customer service
Monitoring sales targets
Collaborated with the regional manager to align branch goals with corporate initiatives, resulting in a 15% increase in core banking products sales.
Reporting to head office
Analyzes financial data, statements, and trends and conducts due diligence to inform strategic decision-making for individuals, institutional investors, and private companies and manages investment portfolios.
Assesses market conditions, including a company’s financial performance, and prepares forecasts and reports that enable clients to make informed financial choices.
Provides advisory services to Individuals about stocks and bonds.
Conducts research on investment opportunities to define risk and return profiles.
Collaborating directly and on a regular basis to conduct reviews, lead transition calls, and handle paperwork for all actions with teams
Creates financial models to assess valuations for clients and upper management.
Ensuring all tasks are completed accurately, on time, and with full accountability.
Individual Responsibilities (transactional and analytics): tie-out decks for FP&A, system updates on pricing activities, month-end activities and reporting
Assists in preparing quarterly reports and communications for clients.
Manages all stages of initial client interactions, from the sales pitch to the investment contract.
Assists in financial audits and compliance checks.
Contributes to team success by accomplishing related results as needed.
Periodically carry out extra ad hoc financial tasks.