Rajeeb Maharjan Email and Phone Number

Involved in<> Managing the portfolio of individual retail or corporate clients.<> Performing buy and sell of securities and investment instruments available in the market as per the agreement made with the customers<> Providing advisory services to the customers regarding portfolio management and sell and purchase of securities<> Developing intensive research and investment methodology to deploy the investment fund in the most profitable avenues in the market.<> Cross-checking and verifying the daily transaction list executed by assistant staffs.<> Supervising regularly to the sub ordinate staff by closely monitoring their activities providing them the necessary feedbacks.

Involved in<> Assist in managing the portfolio of individual, retail or corporate clients<> Performing buy and sell of securities and investment instruments available in the market as per the agreement made with the customers and decision of Portfolio Manager<> Analyzing the performance of listed companies fundamentally and technically and arranging to disseminate the information to the respective customers efficiently<> Providing regular information to the portfolio-customers regarding investment areas, investment period and subsequent updates therein<> Ensuring that adequate liquidity is always maintained with the Company<> Preparing the client's PMS report (weekly, monthly, quarterly, half yearly, annual) regularly

Involved in• Content Writing• Management and training of interns• Market/IPO/FPO/Right/Debenture Analysis• Analyzing and collecting financial data of listed company in Nepal stock market• Financial records data entry verification• Analyzing listed companies in NEPSE in term of financial indicator and ratios• Collaborating with IT teams for developing financial analysis tools• Manage/monitor daily office operation

Exposure to Statutory Audit, Internal Audit, Tax Audit, Concurrent Audit, Bank Audit.