Kalpana Chakraborty

Client Growth Manager - Senior

Findola Capital Services Pvt. Ltd.

Corporate Branch

About Me

I am Kalpana Chakraborty, a dedicated financial professional with over 5 years of experience in client relationship management and investment support. My expertise lies in handling client communications, maintaining strong relationships with High-Net-Worth Individuals (HNI clients), and providing consistent financial guidance with professionalism and trust.

My Professional Credibility

5+ years of experience in personal finance & mutual fund advisory
Strong expertise in handling HNI and long-term investor relationships
Proven ability to maintain high client satisfaction and trust
Dedicated to helping clients move towards financial freedom through disciplined investing

What's My Purpose in Organization

As a Client Growth Manager at Findola, my purpose is to simplify investing for individuals and help them move from confusion to clarity. I focus on guiding clients with practical, goal-based strategies that align with their real-life financial needs and long-term aspirations.

My Contribution to Client Success

I help clients understand their financial position, build disciplined investment habits, and stay consistent through market ups and downs. My approach ensures that clients not only invest—but invest with clarity, confidence, and a long-term vision.

My Role in Company Growth

I contribute to Findola’s growth by building strong client relationships, driving trust-based referrals, and actively participating in financial awareness initiatives that expand our reach and impact.

Professional Snapshot

I am Kalpana Chakraborty, a finance professional with 5 years of experience in client relationship management and financial guidance support. I specialize in handling client communication, managing HNI relationships, and helping investors stay committed to their long-term financial goals. My focus is on trust-building, disciplined service, and guiding clients towards financial freedom through practical investment support.

What Can I Do for You

Help you clearly understand your current financial position
Design goal-based investment strategies (SIP & Lump Sum)
Recommend right mutual funds based on your risk profile
Guide you during market ups and downs
Ensure smooth investing through the Findola App

Work Approach:

I believe in maintaining professional relationships through transparent communication, timely support, and a client-first mindset. My approach combines consistency, discipline, and personalized guidance to create long-term value for investors.

Explore Findola App

Goal-Based Investing | Golden Year SIP | 1-Minute SIP | Fast & Easy KYC

Plan • Invest • Track • Grow — All in One Powerful App

Get it on

My Growth performance Dashboard

Query Resolution Efficiency - 94% On-Time

94%

Client Retention Rate - 98%

98%

First Response Time - 89% Within 30 Minutes

89%

Client Satisfaction Score - 4.9/5 (~%)

98%

Portfolio Review Coverage - 81% Clients Coverted

81%

Client Goal Achievement Tracking - 66% on Track

66%

My Growth performance Dashboard

Behavioural Guidance Effectiveness - 88% Clients Stay invested

88%

Transaction Support Accuracy - 100% Error-Free processing

100%

Client Query Closure TAT - 87% within 24 Hours

87%

My Core Responsibilities

What I Do

Connection Buildup

Building trust through meaningful conversations to understand client needs, behavior, and financial mindset.

Client Onboarding

Smooth onboarding on the Findola app with seamless KYC completion, guided setup, and clear investment journey understanding.

Goal Planning and Execution

Designing clear financial goals and executing structured investment strategies to achieve them step by step.

Engagement (App / SIP / Workshop / Digital Meeting)

Regular engagement via app, SIP tracking, workshops, and meetings to keep clients informed and confident.

Scheme Selection Guidance

Providing research-based mutual fund selection aligned with client goals, risk profile, and time horizon.

Yearly Review

Annual portfolio review to track performance, rebalance investments, and align with changing goals.

My

Expertise

Total Experience

Industry Experience

Key Skills

Tools Using

Education & Certifications

Qualification: Masters of Arts (M.A), Rabindra Bharati University

Certifications: NISM Series V-A – Mutual Fund Distributors Certification

Learning Focus (optional)
Continuously improving knowledge in personal finance, wealth management, and investor relationship strategies.

Work Principles

Approach Towards Clients: Client-centric approach focused on understanding financial needs, maintaining trust, and providing practical support throughout the investment journey.

Growth Mindset / Target Approach: Focused on sustainable client growth, relationship strengthening, and consistent performance through trust and service quality.

Personal Side

Hobbies

Interests / Likes

Personality Traits

Vision & Goals

Career Goals:To become a trusted financial relationship manager known for helping clients achieve long-term financial freedom.

Skill Development Goals: To strengthen expertise in wealth management, investor psychology, and advanced client servicing.

Long-Term Vision: To help more families and investors build financial security and disciplined investment habits for the future.

Declaration

To provide honest, transparent, and responsible financial guidance focused on long-term wealth creation.
To contribute to Findola’s growth by maintaining high standards of client service, trust, and professionalism.
To always prioritize ethical practices, client interest, and regulatory compliance in every interaction.

AMFI Registered Mutual Fund Distributor (ARN 161373)

Findola was started by Young, Dynamic and Experienced team with a motive to simplify the investment process and also to deliver right information to the investors along with unbiased preliminary advice to accomplish financial goals.

Business Adress
SLS Tower, 15th Floor, GP Block, Sector 5, Bidhan Nagar, Kolkata, West Bengal PIN 700091, India | Helpline: +91 8100600300

Findola Capital Services Pvt. Ltd. (with ARN code 161373) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.