Equity Sales handle institution clients as well as individual clients

Assistant Manager Equity Sales handle institution clients as well as individual clients.

-Deal with institutional clients actively participating in the stock market viz Askari Bank, National Bank of Pakistan, NAFA Asset Management Company, Samba Bank, NIT, SILK Bank, Bank of Punjab and Bank of Khyber.-In addition, I deal with online department to activate inactive clients & encourage them to get active with 70% success ratio.

Responsible for all the activities done on the trading desk and directly reports to the Chief Investment Officer. Main responsibilities includes,- Placement of trading orders and maintaining the follow-up for precise execution of orders.- Preparing Daily Trading report containing all the details of activities done on trading desk.- Maintaining the brokerage ledger for the trading details with the brokers- Responsible for the correspondence with the brokers for specific assignments (other than trading activities) for the implementation of strategies made by Investment Team.2 of 3- Assisting Fund Manager by maintaining the updates of portfolio on daily basis and setting the limits as per the strategies. - Maintaining all regulatory protocols specified internally and externally for the trading desk.- Prepare detail reports containing all the trading activities done during the following fortnight for perusal of the feedback over the strategies made by Investment Committee in their fortnightly meetings. - Maintaining the library of trading and portfolio detail reports generated on daily basis. Also maintain details of notices and announcements of KSE and Corporate.

- Dealing with institutions- Manage their positions- Manage daily confirmation reports, CFS release and unreleased position- Handle NCHS programs and manage release/unreleased positions- Manage clients debit and risk management

Worked as Equity Dealer - Facilitated high net worth clients- Dealt with institutional clients- Managed client exposures- Managed leverage positions and investment in the spot marke

Worked as a Settlement Officer - Handled daily client positions- Managed day to day trading activity- Excellent knowledge of KATS operations- Client dealings