Financial Planning and Analysis

Job Introduction:

Research Support, HNI Customer Service

Key Responsibilities:

• Providing services to client.
• Learning, understanding and applying Technical Analysis.
• Bringing out maximum knowledge from training .i.e Technical Training, Software Training, Respective Market Training Product Training etc.
• Client retention and renewals along with Client satisfaction.
• Proper sharing of knowledge.
• Proper utilization of resources.
• Providing complete research support and ticket solving.
• Assisting client in terms of :-

o   Client track sheet.

o   Client P& L.

o   Healthy relationships

o   Regular reporting to mentors.

o   Client’s trading improvisation strategies.

Knowledge:

• Basic knowledge of market.
• Basic IT Knowledge, like MS office.
• Good Communication Skills.

Skills and Abilities:

• Flexibility.
• Adaptability.
• Coordination among team members and managers.
• Able to handle situation under market pressure.
• Cooperative.
• Trustworthy.
• Sincere.
• Self Management.
• Patience.
• Time management.

Last updated on Oct 29, 2023