Maiar Barshiny

1- Responsible for converting warm leads (potential clients) into live trading accounts and achieve Annual sales targets.
2- Sets meetings with the potential leads/clients to discuss the ways of investing.
3- Familiarizing potential clients with the firm's products and services as well as educating them about the Forex market & using the company trading facilities.
4- Assist clients through the account opening process and respond inquiries involving their accounts and various requests.
5- Tracking Back Office and Compliance department's progress of Live Account approval and openings.
6- Follow-up phone calls to ensure clients are aware that their account has been funded and ready for trading.
7- Maintain the good relationship with existing clients by conducting follow-up calls, continuous interactions, and working on their difficulties.
8- Generate new leads and sales through Soliciting potential Introducing Brokers (IB) and Money Managers (MM) and assist in IB and MM application process.
9- Respond to Introducing Broker and Money Manager's inquires involving client applications, accounting, technical issues, and comprehensive compliance matters.

As Budgeting:

 Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
 Direct the preparation of regular and special budget reports.
 Consult with managers to ensure that budget adjustments are made in accordance with program changes.
 Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
 Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
 Perform cost-benefits analyses to compare operating programs, review financial requests, and explore alternative financing methods.
 Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
As Accountant:
 Maintaining cash books.
 General ledger maintaining with the help of Peachtree.
 Handle Bank transactions and reconciliation.
 Billing of payments and receipts of day-to-day affairs.
 Prepare of wages and salary statement of employees.
 Finalization of accounts up to balance sheet for audit purposes.
 Projected balance sheet prepared to bank for over draft facility.