Key Responsibilities
- Alert management of significant variances, the cause, and suggested corrective measures
- Margin updating, advisory services
- Focus on client needs and initiating transactions on behalf of clients’ accounts.
- Generate and convert sales leads into active trading accounts (equity and commodity)
- Cross selling of mutual funds, Portfolio Management Services
- Identification of areas of improvement in existing processes
- Plan and propose strategies for business enhancement
- Provision of professional consultancy and ad hoc problem solving services
- Monitor and review real time performance data and provide client updates as required
- Communication & liaison with internal and external parties on an ongoing basis to deliver seamless customer experience
- Other related duties as required
Recognitions & Achievements:
Consistently achieved a personal revenue increase of 15-20% every quarter.
Consistently exceeded company expectations by a multiple of 3 by generating revenues 11 times the Cost to Company.
Recognized as one of the top two employees with consistent revenue generation track record throughout the employment tenure.
Generated a base of 125 active trading clients over a period of 26 months
Successfully implemented strategies for margin trading
Successfully secured an NRI account of AUD$ 500,000 within 10 months of employment
Negotiated and secured effective brokerage deals with High Net-worth Individual (HNI) clients
Commended for active risk management and margin maintenance.
Delivered excellent internal and external service by striving to go beyond what is expected
Efficiently balanced competing priorities and liaised with cross-functional expertise to deliver results