• Work with brokers and underwriters to executive financial plans including the purchase of insurance, equities, bonds, mutual funds and exchange traded funds.
• Well-trained to help individuals or organizations make wise financial decisions utilizing latest information on market trends and stock values.
• Provide superior analytical/numerical aptitude and analyze/identify trends using key market
metrics.
• Meet with customers to review financial situation and create investment strategies that help them achieve their long term goals.
• Research securities to determine value by analyzing financial statements, corporate filings and earnings reports.
• Diagnose equity price charts to determine trends, support and resistance.
• Review client accounts periodically to identify need for plan adjustments.
• Proactively partnering with clients regarding collection, reviewing, and distribution of due diligence items necessary for successful loan closures.
• Consultancy with the help of financial institutions and brokers to buy high value assets, securities and private placements.
• Strong understanding of financial investments, securities analysis, equities, fixed income and corporate bonds.
• Manage the negotiation and execution of investment trades on multiple exchanges covering foreign exchange, Commodities, stocks and fixed income.
• Implement corporate trading strategies and execute external client trading services.
• Trade a variety of investment vehicles including commodity futures, FOREX, equities, options and bonds.
• Helping customers build their stock portfolios by providing an in-depth analysis of capital markets.
• Dealing with all range of financial product i.e. Mutual fund, Life & Health Insurance, Investment in Direct Equity, Commodity & Currency, Debt & Equity PMS , All kind of Debt instrument ( Corporate FDs, Infrastructure Bond & Government Bonds)
