Sr. Investment Advisor
Al Shuaib International Financial Brokerage Co. Kuwai
Total years of experience :20 years, 6 Months
• Demonstrate technical marketing skills and company knowledge to the marketing employees
• Training employees and monitoring their day to day work.
• To manage the entire companies line life cycle from strategic planning to tactical activities.
• To conduct market research in order to identify market requirements.
• To develop and implement companies wide plan to push staff working in different departments for its execution.
• Maintain a professional internal and external relationship that needs companies core value.
• Proactively established and maintained effective working team relationship with all support department.
Demonstrate technical marketing skills and company knowledge to the marketing employees
Training employees and monitoring their day to day work.
To manage the entire companies line life cycle from strategic planning to tactical activities.
To conduct market research in order to identify market requirements.
To develop and implement companies wide plan to push staff working in different departments for its execution.
Maintain a professional internal and external relationship that needs companies core value.
Proactively established and maintained effective working team relationship with all support department.
Create and maintain new accounts.
Offer high quality customer service in a professional manner.
Carry out trades for customers (over the phone or walk-in).
Put up stock quotes and news to customers.
Record all phone conversation with customers.
Accept stock certificates and customer checks.
Offer all types of customer services for all aspects of account maintenance.
Help the customers on the Internet when the Internet is down and answer to their questions about the company and market.
Handled margin accounts.
Follow up on leads from potential customers.
Execute other projects/duties as assigned.
Educate customers to working of the market by enabling Internet access.
Position- Marketing
Liaising and networking with a range of stakeholders including customers;
Communicating with target customers and managing customer relationships;
Liaising with customers;
Maintaining and updating customer databases;
Conducting market research, for example using customer questionnaires and focus groups;
Contributing to, and developing, marketing plans and strategies;
Supporting the marketing manager and other colleagues.
courses: Microsoft Office Specialist (MOS), 2007