Kunal Dutta
Kolkata
Summary
Detail-oriented Banking Relationship Manager experienced with routinely assessing and meeting the financial needs of various individual and business customers. Focused on applying knowledge of financial products and investment packages to offer to existing and new customers.
Overview
4
4
years of professional experience
Work History
Priority Relationship Manager
The Federal Bank Ltd.
04.2022 - Current
- Assessing financial needs of various clients and offering right sets of products to clients.
- Conciliation of clients portfolio and suggesting better alternative investments for maximum return as per their risk apatite.
- Inward and outward FOREX transfers like bill discounting, LC processing, outward remittances, etc.
- Extensive knowledge of common financial products and packages.
- Providing personalized services to HNI clients.
Assistant Manager
The Federal Bank Ltd
05.2019 - 03.2022
- Customer handling and resolving customer quarries.
- Assessing customer needs and providing right product to meet their financial goals.
- Processing transfer and other cash transactions.
- Organizing customer awareness programme.
- Day to day branch operations.
- Loan documentations.
Education
MBA - Finance And Marketing
Globsyn Business School
Amtala, Kolkata03.2018
Bachelor of Commerce - Accountancy
Dinabandhu Andrews College
Garia, Kolkata03.2015
Skills
- Excellent Team Leadership
- Build Customer Relationships
- Financial Reporting and Analysis
- Portfolio Management
- Relationship building and management
- Strategic and financial planning
Accomplishments
- Qualifier in Wealth Management campaign
- Qualifier in SGB campaign
- Top performer in Life Insurance Campaign
Languages
English
Hindi
Bengali
Timeline
Priority Relationship Manager
The Federal Bank Ltd.
04.2022 - Current
Assistant Manager
The Federal Bank Ltd
05.2019 - 03.2022
MBA - Finance And Marketing
Globsyn Business School
Bachelor of Commerce - Accountancy
Dinabandhu Andrews College
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