Hi friends, Im working in Bank as AM and Planning to apply under NOC 1114 other Financial officers, Can anyone pls confirm whether these roles are enough to match the NOC.
Researching the marketplace and providing clients with information on new and existing products and services. Designing financial strategies. Assisting clients to make informed decisions. Reviewing and responding to clients changing needs and financial circumstances.
Responsible for helping individuals and companies(corporate clients) examine their immediate and long-term financial situations to appropriate use their savings, income and make investments. Analyze financial situations to determine risk, reward and opportunity.
Assisting clients to create personal budgets, control expenditures, set goals for saving and implement strategies for accumulating wealth.
Build and maintain strong relationships with Institutional clients through coordination of effort with various internal departments and divisions of Indian Bank.
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments. Setting up meetings, either within an office environment or in clients' homes or business premises.
Ensure that a high level of customer service is maintained with clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs.
Determine clients’ current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
Sell financial products. Open accounts for clients and disburse funds according to financial goals.
Provide clients with guidance on Bank policies, procedures and training that directly impact their business. Maintaining all quality and procedural standards within the branch. Implementing policies that build trust between the Bank and its customers. Responsible for developing and implementing accounting policies and procedures.
Review clients’ accounts and plans regularly to determine life changes that would affect relationship with customers. Make recommendations in areas such as cash management, insurance coverage and investment planning.
Act as a liaison with the various operational areas within Indian Bank to ensure tasks are completed in a proactive and timely manner. Formulate strategic and long term business plans.
Provide process improvement recommendations that will enhance the overall business relationship with Customers.
Ensure that the company procedures and guidelines are kept up to date with changes in financial regulations and legislation.
Regards
Sabitha