Talent for quickly mastering skills . Accustomed to handling sensitive, confidential records . Flexible, diverse and versatile- able to maintain a sense of humour under pressure . Poised and competent with demonstrated ability to easily transcend cultural differences . Excellent team- building skills.
Creating personal client portfolio.
Developing Company's Client base.
Building appropriate client relationships.
Establishing effective prospecting system/ sources.
Establishing repport with new / existing clients.
Review independently all documents and links entire customer accounts to suitable relationship.
Provide securities details, quotes and valuations to customers.
Implement and supervise all unsolicited trade activities.