Farhan Bashir Email and Phone Number

Managing wealth of Ultra HNIs across J&K

Managing wealth of HNIs across J&K.

Dealing with Cooperative Banks & Regional Rural Banks for their SLR & Non SLRinvestments. Selling fixed income products (G Sec/SDLs/T Bills/Corporate Bonds/CPs, etc) to PF, Gratuity & Pension Trusts. Borrowing funds from banks in CALL/Notice/Term money. Advising clients for their Investments. Presentation to the Trustees, Investment Committees, Management of various Corporates, District Central Cooperative Banks, Urban Co-operative… Show more Dealing with Cooperative Banks & Regional Rural Banks for their SLR & Non SLRinvestments. Selling fixed income products (G Sec/SDLs/T Bills/Corporate Bonds/CPs, etc) to PF, Gratuity & Pension Trusts. Borrowing funds from banks in CALL/Notice/Term money. Advising clients for their Investments. Presentation to the Trustees, Investment Committees, Management of various Corporates, District Central Cooperative Banks, Urban Co-operative Banks, PF, Pension & Gratuity Trusts on Investments, guidelines, regulatory requirements. Negotiating with the clients for their Investments. Acquiring new clients and developing relationships with them. Pricing of debt securities for quote compilation. Mark to Market (MTM) analysis of clients’ investment portfolios. Consistent follow up for the deals. Knowledge Workshop/Conferences to educate clients about various debt products. Sharing various market related reports/news with clients and discussing the same with them. Guest faculty for NABARD, BIRD, etc for giving lectures on Treasury management to various Co-operative banks. Show less

Selling bonds to Retirement Benefit Trusts and Banks.Selling Gilt Mutual Fund Products.Compiling quotes.Negotiating for deals.Concept SellingRelationship ManagementAcquiring new client and servicing them.

Market research on various edible oils in the region. To understand the Consumer Behavior of all the Edible oils in the region and also understand the Brand Penetration.in the region.