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.