PORTFOLIO MANAGER
MJB PROPERTIES
Total des années d'expérience :6 years, 11 Mois
Managing Data and Analysis of fund and investment options.Managing Portfolio and guiding with detailed investment schemes for the clients and doing various data
management activities as part of presales
Managing and guiding investment plans of HNI clients.
As a Relationship manager to create a portfolio for customers to invest.
Finding value portfolio and converting to AXIS.
Detailing of various segments and providing support by lending.
Acquiring various govt funds and banker to concern organizations.
Business acquisition through CASA Accounts.
Plan and design Sales and Marketing Strategies for each concern.
Conducting market research and planning promotional activities.
Comparative Analysis for the year to new pricing policy of the company to achieve sales target.
Taking care of customer satisfaction with quality services.
Keeping the track of competitors.