• Develop and cultivate client base for the company• Analyze client needs and investment opportunities• Build client relationships based on strategies meeting clients’ financial goals• Market and promote company’s financial services and products as per policy and procedures• Prepare and deliver presentations to potential clients• Create reports of client productivity for the higher management

Conducts financial analysis of investment opportunities, including the creation of detailed pro-forma and financial models. Gathers, compiles, investigates, and analyzes market data to identify potential investment opportunities, and prepares narrative investment memorandum, detailed reports, and market summaries that provide insights on proposed acquisitions.- Managing the team for national and international equity and stock investment.- Formulate strategies to achieve income… Show more Conducts financial analysis of investment opportunities, including the creation of detailed pro-forma and financial models. Gathers, compiles, investigates, and analyzes market data to identify potential investment opportunities, and prepares narrative investment memorandum, detailed reports, and market summaries that provide insights on proposed acquisitions.- Managing the team for national and international equity and stock investment.- Formulate strategies to achieve income target.- Currently working for the indian stock and equity traders. Show less