Financial Broker cum Customer service Representative
Doha Brokerage Financial Service
مجموع سنوات الخبرة :15 years, 6 أشهر
*Trading in Commodities and Currencies
*Keeping track of the daily updates about the Global Market, Economic Data etc
*Managing client portfolio
*Ability to construct portfolio's depending upon the requirement of client considering their risk exposure and instruments which likely attract them.
*Back office work
*Accounting (Updating Financial Entries, Pay In, Pay Out, Petty Cash, Bank Reconciliation & Updating Books)
*Managing client portfolio and addressing their queries.
*Organizing training sessions for clients, educating them about various investment options available in the market.
*Held sessions on how to go about planning for child’s education, retirement and Family income protection.
*Analyzing markets, keeping an up to date knowledge about the various investment and insurance products available.
*I have also dealt with travel, medical, motor and Group life insurance.
*Preparing proposals as per client’s requirement and setting up presentations.
*Coordinating with different insurance Companies for attaining competitive quotes.
*Arranging and maintaining customer database, documents and their applications
•Activation of Accounts
•Addressing customer queries
•Trading and Managing Client Portfolio
•Have taken up training session for new joint employees
*Activating Trading Accounts
*Addressing customer queries
*Trading and Managing Client Portfolio
*Handled Corporate Accounts for the South and North region in India.
*Ability to construct Portfolio's depending upon the requirement of client considering their risk exposure.
*Prepare Reports based on approached customer, Revenue generated and the Follow ups.
*Have taken up Training Session for New Joint Employees
Got a Distinction
Secured 73% with Honor