Director
INVESTERIA FINANCIAL SERVICES PRIVATE LIMITED
Total years of experience :14 years, 7 Months
This Company is active in brokerage & distribution of financial services and products registered with Securities Exchange Board of India (SEBI) presence pan India levels. Report to Managing Director; handle the financial aspect and relationships for high net worth clients (HNI), corporate, institutions for assigned portfolio.
• Provide personalized service, manage, guide, retain and grow the business within existing clients and develop new client relationships.
• Consult with clients to determine financial needs and goals and develop growth plans.
• Offer detailed, research-based advice and strategies to meet client’s needs thoroughly in person, over the phone via emails.
• Regularly featured on various media and business news channels like CNBCTV18, Bloomberg TV India, NDTV Profit and Zee Business.
• Effectively set-up 42 new channel partners (B2B) and contributed to the profitability of the company.
• Exceeded revenue goals with an average of USD $225 thousand annually.
• Appointed “One Point of Contact” to all new & existing clients to their financial solutions.
• Formulated research based technical call in financial, currency and commodity
• Developed daily, weekly and monthly technical reports also strategies to find best investments
• Led HNI, institutional clients and FII’s in term of presenting technical reports
• Addressed query related to technical positions
• Ensured client meeting for business prospectus or acquisition of new big clients
• Suggested changes in methods or procedures where necessary
Job Responsibilities:
• Started off job profile as Dealer (Dial N Trade) wherein reporting was to head of dealing.
• Speedily with performance promoted as Team Leader handling team member of ten.
• Further promoted as deputy manager taking care of 5 Team leaders and 50 Team members.
• On Daily/Weekly basis MIS reports, Weekly team meeting, Motivating weak team for focusing on Revenue generating, presentation on reports release by research team.
• Dealing/Trading in Cash and Future and option segments.
Job Responsibilities:
•Appointed as Equity Dealer for Pan India levels for execution/trade of order.
Grade first class.