• Preaparing MIS of Revenue on daily basis.• Upgradation of MIS and Analysis with the proper output.• Analysis the data for pan India which help for Business Performance.

Job Profile - • Advising HNI clients and corporate clients on investments of equity and related products.• Having good understanding on fundamentals & report reading, conveying investment ideas to clients.• Generating revenue by conveying research ideas to the clients.• Managing a newly set up department servicing the franchisees and branches located across India.• Advising Branch and franchisee on investments of equity and related products. Sending market update to Branch and Franchisees with Etalk chatting software and by SMS. Handling Moneyware Advisor Software (Portfolio Tracker).• Preparing MIS in excel on daily basis for particular scripts generated by the company to the client to see the revenue of that particular period of time.• Handling Falcon Software (Technical charting software).Key Result Areas - • Restructuring Portfolios of HNIs and giving recommendations on the same.• Diversification of Portfolio amongst various sectors according to the risk appetite.• Recommending Advisors and Clients stocks for long term Investments.

• Handling Moneyware Advisor Software(Portfolio Tracker), Falcon (Technical Software).• To send SMSc on Market Calls (buy / sell) to all clients.• Informing clients on products and services, which directly proposes to the revenues of the company.

• Preparing purchase & sales register, ledger, cash & bank-book, stock counting etc.