Rafi Raza

• Offering excellent services to High Net Worth Individuals, managing a private client base and helping them to generate positive returns
• Handling sales, marketing, networking & client service operations, documentation for opening new accounts and maintenance of accounts
• Generating lists of prospective clients through networking & obtaining referrals, meeting with them and educated them about the services offered by the company in order to seek new clients & develop a clientele
• Executing orders on Equity, Derivatives & Commodities and F&O
• Monitoring the client’s performance & portfolio and suggesting investment options such as Equities, Commodities, Derivatives, Portfolio Management Services, Mutual Funds, Fixed Income Products, Structure Products, Bonds, Insurance, & IPOs
• Analyzing market trends to identify business opportunities and developed strategies for existing clients keeping exposure limits in mind
• Resolving administrative and operational queries and assisting the Sales Team with business activities
• Collaborating with the Marketing Team to open new accounts & increase revenue generated from existing accounts

• Administering sales & marketing operations and driving initiatives in order to increase revenue volume and achieve business goals
• Conducting analysis & competency mapping for keeping abreast of trends and competitor’s moves to achieve market share
• Coordinating the activities of various departments concerned with the pricing, sales, and distribution of products & services
• Identifying & utilizing business opportunities through a thorough analysis of market surveys and trends
• Initiating & developing relationships with key decision makers in target organizations for business development
• Planning, organizing, training, motivating and leading team members to complete special assignments

• Proficient in offering services for High Net Worth Clients and ensuring long-term, trusting relationships with them
• Possess strong client service orientation combined with excellent ability to build trusting relationships with clients and colleagues
• Expertise in risk management, strategic hedging, market technical analysis, trade execution and trading concepts
• Experienced in executing marketing events & promotional activities for increasing sales, enhancing market share and improving business operations
• An effective team player with exceptional relationship management, planning, presentation & communication skills

Seek out new clients and develop clientele by networking and Referrals generate lists of prospective customers, meeting and interacting with clients, making presentations, Account opening documentations.
Interfacing with clients for mapping requirements, making presentations and delivering need based business solutions. Maintaining and improving client relationship by frequently meeting them,
understanding their needs and architecting plans to satisfy them.
Co-ordination with back office to provide excellent service to Clients. Attending to clients (Individuals and Corporate clients) concerns and undertaking steps for effectively resolving them.
Maintaining cordial relations with customers and Servicing HNI Clients giving them technical and fundamental ideas.