Financial analyst
Northern trust
Total years of experience :2 years, 11 Months
Auditing client portfolios.
Reconciling audit statements.
solving Daily and monthly exceptions to ensure clean monthly reporting To ensure that the account is signed off on the specified deadline without compromise on quality.
Perform quality checks on all the portfolio statements before delivery to clients.
Responding to internal and external inquires from partners client servicing team and account managers and providing guidelines and solutions to the same.
communicate regularly with account administrators and partners in areas of banking discrepancies and special procedures which arise in any account.
working closely with offshore locations and handling queries and new migrations.
Escalate critical issues to the management as also pertinent partners well in time.
Last but not the least, demonstrate client servicing capacity with excellent communication skills.
client acquisition.
bringing up new business to the company.
lead generations through references and by building networks.
Technical & fundamental analysis of shares of various sectors.
Established human resources functionally for improved business processes & activities. Responsible for new client acquisition, building new relationships and improving relations with existing clients.
Primarily selling online equity based products. identifying customer needs-assessing their risk appetite and providing them investment options. Responsible for achieving daily weekly and monthly targets assigned by the organisation.
internship at: Organisation: Kanwal foods and spices Pvt ltd. Duration one month. synopsis--- Analysis of total working capital invested in inventory, fundamental and performance analysis.
One month of internship at Jammu and Kashmir bank Pvt. Ltd.-- synopsis-- life history of Jimmy and Kashmir bank, sources of funds and loans and advances
A month of experience in short hand and typing.