I mainly process tax returns for clients and also enhance their earnings through giving investment options.
I handle regular customers and remain present for all queries and problem solving.
I was responsible for reading and studying stock market trends on a daily basis and brief teams of brokers in the company.
I was responsible for handling key clients and selling different securities to them or to new clients with excellent presentations and projected estimates.
I was responsible for handling clients and offering them different investment plans according to the stock market trends.
A projected estimate and also results of investments were prepared to present to clients and each month's target had to be achieved.
I presented many securities investment plans to clients.
I was always praised for my comprehensive method and knowledge of the subject.
I have also trained other team members to present securities investment plans for clients.
- Customer Relations
- Stock Market Knowledge
- Trends and Market Regulations
- Customer Communication
- Securities Knowledge
- Selling and Buying
- Daily Checks
- Financial Advisory
- Trade Advice
- TIme Management
- Decision Making
- Financial Analysis