Financial Advisor (Wealth & Investment)
Barjeel Geojit Financial Services LLC (Geojit Group)
Total des années d'expérience :19 years, 10 Mois
Financial Planning & Providing investment advisory services in Mutual Funds & Stock Market in diverse geographies like India, USA, Euro Zone, China & Emerging Markets as per investor’s goals
& risk profile.
Strategizing clients’ investment in Mutual Funds (Indian & Offshore), Equities (Indian & Global), Savings/Investment plans ULIP & Retirement Plans, USD denominated insurance plan.
Providing advisory for trading in Forex, Commodities & Derivatives.
Planning & Implementation of different strategies in line and suitable to changing market conditions to achieve maximum returns on investment accounts.
Market Research & Analysis - Studying positioning of financial market & their future outlook across different geographies to rebalance client’s portfolio accordingly.
Acquiring new clients and managing client
Investment services in Real Estate Market predominantly in India for a sister concern - Al Majaz Real Estate LLC.
Providing inputs & writing articles on financial markets for the company’s bi-monthly magazine “Market Digest” which gets circulated to its +50k customers.
Conducting seminars/presentations in corporate houses, social gatherings, and many other assemblages for spreading Financial Awareness & Inclusion.
Advising clients for trading/investment after due research & analysis of company, share price and Indices movements.
Managing portfolio of High Net Worth & corporate clients in both cash & derivatives segment by adopting hedging strategies.
Managing entire mutual funds broking division of the company.
Conducting meeting with branch managers & executives to review as well as to evaluate overall/individual performance for achieving target & growth acceleration.
General Management of branch and conducting event/seminars for growth/business development and updating clients on performances of companies, impacts of budget & govt policies.
Stock Market Terminal Operation & managing clients’ trade.
Supervision of depository service (Demat Accounts services), accounting, back-office works.
Promoting Online Share Trading & Share Market terminal (ODIN) operation.
Equities Advisory services and managing client’s shares investment portfolio.
Coordinating with clients to ensure smooth process of their share delivery & financial obligation to complete trade transaction before its pay-in.
Managing all works in Depository business processes.
Handling front & back office and serving client’s needs to resolve their grievances.
As an officer of accounts department, maintaining & supervising client’s ledgers accounts, preparing payrolls, managing pay-in & pay-out of funds & shares, preparing & finalization of accounts.