• Ensuring that all records, documents, compliance are properly maintained to avoid any loss of record or information (AR).• Updating and maintaining customer records in the Billing portal ERP.• Managing Queries of clients and coordinating with Interdepartmental teams to provide timely and efficient resolutions.• Managing Payment Gateways for collection and reconciling the payment received in our Banks.• Following up on accounts receivable and collecting the past due invoices.• Handling billing queries of the customers over the chats, calls and emails.• Preparing necessary trackers of payments verification and follow-ups.

Learning about how the financial market workHow trading, investment & mutual funds workAdvising clients with regards to their investment in the equity & derivative market.Building relationships with the client & educating them.Generate detailed research reports based on technical analysis & fundamental analysis.Doing sales & marketing related to products & services.Practical knowledge of current market & prepare market outlook.