OnBenchMark Logo

RESHMA GOVIND

Wealth Advisor cum Dealer
placeholder
Location Mumbai
view-icon
Total Views136
availability
Shortlist0
back in time
Member since30+ Days ago
 back in time
Contact Details
phone call {{contact.cdata.phone}}
phone call {{contact.cdata.email}}
Candidate Information
  • User Experience
    Experience 5 Year
  • Cost
    Hourly Rate$5
  • availability
    Availability1 Month
  • work from
    Work FromAny
  • check list
    CategoryCustomer Support
  • back in time
    Last Active OnJuly 13, 2024
Key Skills
MS Office office coordination Customer Care Service maintain client relation
Summary

      PRESENT POSITION :

 

 

·  Serving as Wealth Advisor cum Dealer,

with Wealthstreet Advisors Pvt. Ltd. From 10th March 2018   

 

· Keeping the clients updated on their orders, introduce new clients in the market.

· Punching orders on bolt, advising daily market trade.

· Monitoring day to day operations at Branch.

· Research information, market outlook, order & trade details and confirmations.

· Update and follow up of KYC login process in back office.


·  Served as Sales Co-Ordinator ,

with “Holoflex Ltd” ( from :Feb-2016 at Andheri West )

 

·        Provide the necessary support to the field sales team.

·        Keeping schedules and providing feedback, documentation and information to Client.

·        Ensure the adequacy of sales-related equipment or material,

·        Respond to complaints from customers and give after-sales support when requested on             phone calls and through Emails.

·        Store and sort financial and non-financial data in electronic form and present monthly Sales and Analysis Report.

·        Monitor the team’s progress, identify shortcomings and propose improvements

·        Assist in the preparation and organizing of promotional material or events and , exhibition.

 

 

 

·  Served as Dealer, Office Assistant, and Branch co-ordinator

From,(08-04-2010 to 30-09-2014) with “S.S.J.FINANCE & SEC.PVT. Ltd”   

· Keeping the clients updated on their orders, introduce new clients in the market.

· Punching orders on bolt, advising daily market trade.

· Monitoring day to day operations at Branch.

· Research information , market outlook, order & trade details and confirmations.

Copyright© Cosette Network Private Limited All Rights Reserved
Submit Query
WhatsApp Icon