Stock Broker
Commonwealth bank of Australia
Total years of experience :16 years, 8 Months
Assist Customer enquiries
Assisting clients in managing their Cash management products
Placing trade orders for clients
Educating clients on the subject of the share market
Giving factual information about specific company & products
Adhere with ASX rules and business rules
Manage Clients margin lending account
Give Factual information about shares and products
Customer Service - Answering Phone calls, welcoming customers
Sales and Cross selling other product lines
Customer interaction and education on different products.
Interacting positively with staff, management and customer
Cash Handling, Receipting and balancing books
Customer enquiries
Ordering of cash
Processing of ATM's and EBD's
Processing of international transactions
Despatching of overseas currency
Outbound calls
Home loan preapproval
Give insurance quotes
Establish Client relationship and analyse needs
Develop, present and negotiate client solutions
Provide appropriate services, advice and products to clients
Bachelor Degree in Economics ( Majoring in Banking and Finance)
Majoring Banking and Finance. This Course stresses further in regards to Financial Planning. I've completed a further 3 major subjects, which are Investment planning, superannuation and retirement planning & Risk. upon completion of those subject i was RG 146 Complaint which is a requirement by ASIC ( Australian Security and Investment Commision) that allows me to give general and personal advise in regards to finance and allows me to write Statement of Advice. b
Majoring Financial Planner
Majoring Banking and Finance