Sr. Executive at Fairwealth securities ltd, Delhi/NCR

One year great experience in Bajaj Capital Limited as Client Service Officer.

Two years great experience in RR Investor Capital Services Pvt Ltd as Sr. Associate (Institutional Sales Department Operational Services).

Fairwealth Securities Limited as a Sr. Executive (Sales & Operations) -till date

Job Profile:-
1.Calling to the clients and lead generation
2.Providing advisory services to the client regarding investment.
3.Solve query of the clients related to investment e.g. Mutual fund, FD, Bonds,NCDs,IPO,Insurance.
4.Punching the investment of MF, FD, Insurance , IPO & Bonds.
5.Bidding the application form of IPO & NCDs.
6.Prepare the Quotation of Secondary Market Bonds, YTM/YTC Calculator & Deal Confirmation.


ACHIEVEMENT
1. NISM Series V-A:Mutual Fund Distributors Certification Examination .
2.Certificate in french basic.
3. Third position holder in XI &XII class.

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