Janam Patel Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Mumbai, Maharashtra, India

• Advising the clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks.• Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. • Creating & deepening of relationships from existing customer base of customers.• Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.• Develop business, maximize revenue generation & other business sectors • Selling Equity based investment ideas to the base & to generate brokerage primarily through advising them on their equity portfolio and work on other business vectors.• Target-driven, self-starter and effective in servicing skills and conflict management. • Perform Trades as per the approval / orders of the customer • Cross selling of other financial products - MF, InsuranceKEY RESPONSIBILITIES AND ACCOUNTABILITIES  To maintain a synergetic relationship with Investment Counsellors, to enhance business.  To keep abreast with the market knowledge and market intelligence.  Responsible to ensure all activities are in adherence as per Compliance & Risk.  Provide regular updates to the immediate superior as and when required.  Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

Mumbai

Develop new business relationships, generate and negotiate new contracts for Facility Management Services as per targets /per year.- Identifying new business opportunities by mapping of the upcoming projects.- Meeting clients and finalizing the comprehensive Facility Management deals.- Making business plans, quotations, customized presentations & proposals.- Conduct site surveys along with the operations team.- Analysing latest trend of the market in terms of Facility Management Services.- Coordinating with safety manager at site and ensure the achievement of targets. - Communicating with the outsourced parties and keeping check on the equipments hired and used. - Ensure timely submission of all MIS reports.Weekly review of the sales activity in the branch with corrective actions- Generating leads and prospects- Ensure all client agreements are signed before contract start-up date and handed over to planning & costing.

Mumbai Area, India

Mumbai Area, India

Cfa Level 1, Finance, Passed

Passed Level 1- 2023

Graduate Certificate Program, Financial Planning And Wealth Management

Bachelor'S Of Commerce In Accounting And Finance, Accounting And Finance, A+