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Financial Planning and Analysis

kopal · 30+ days ago
Kolkata, West Bengal, India
Negotiable
Full-time
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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

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