Team Leader
Saudi Fransi Capital
Total years of experience :17 years, 10 Months
Critically monitor all activities of brokers in the dealing room and provide guidance and assistance as and when required.
Encourage brokers to put in their best efforts by promoting strong team-sprit in the dealing room through close coordination and professional supervision.
Receive, accept and execute customer orders through the OMS system as and when required without any errors and omissions.
Address queries from clients linked with security prices, liquidity and other information for the fair valuation of their portfolios.
Maintain cordial relations with clients and assure confidentiality of their information and transactions for long term business association.
Strictly adhere to market regulations and internal polices for trading activities to avoid fines and penalties.
Coordinate seamless functioning of the dealing room system through collaboration with ITD.
Assist the local brokerage Unit Head in all activities and requirements to accomplish performance indicators in sync with corporate vision, growth goals and additional established targets.
Regularly update/provide client(s) who is/are classified as “customer(s)” with research material and analysts reports received from the company’s research department.
Maintain cordial relations with clients and address their concerns in a professional manner to secure future revenue streams for the Bank.
Complete Buy/Sell Orders in an accurate and efficient manner.
Provide guidance and support to clients in their investment decisions and share all the associated financial risks.
Liaise with the Back Office for the seamless execution of multiple transactions for corporate account holders.
Attend calls from clients and maintain high standards of professional conduct and customer service.
Execute Buy/Sell Orders in an accurate and efficient manner.
Remain abreast with the Saudi Stock Market and the Global Financial Markets through interaction with industry experts, newspapers, magazines, websites and blogs
لا يوجد