Thiru Ragavan Email & Phone Number

Ipoh, My

Subang Jaya, Selangor, Malaysia

Taking care of clients on their stock market investment queries

Malaysia

• Conducting thorough research and analysis on KLSE stock market trends and specific stocks.• Executing trades based on analysis and client instructions, ensuring timely and accuratetransactions.• Providing regular updates and reports to clients on their investment portfolios and marketdevelopments.• Offering personalized investment advice and recommendations to clients based on their risktolerance and financial goals.• Implementing risk management strategies to protect investments in volatile markets.

Malaysia

• Prepare financial statements (balance sheets, income statements, cash flow statements) for clients according to accounting standards and regulatory requirements.• Assist with tax preparation, including tax return preparation, tax liability calculation, and ensuring compliance with tax laws and regulations.• Supportauditengagementsbyorganizingfinancialdata,preparingworkpapers,andassisting auditors in testing and verifying financial information.• Provide financial advice and guidance to clients on budgeting, financial planning, and compliance with accounting principles and regulations.• Keep updated on changes in accounting regulations, tax laws, and industry standards, providing proactive advice and updates to clients for compliance and financial optimization.• Conduct financial analysis and performance evaluations to identify areas for improvementand efficiency, providing actionable insights to clients for strategic decision-making.

Ipoh, Perak, Malaysia

• Handle inquiries, assist with account-related issues, and resolve customer concerns or complaints.• Analyze financial data, assess client creditworthiness, and evaluate loan applications or investment opportunities.• Assist in daily banking operations, including transaction processing, cash management, and record maintenance.• Collaborate on special projects or initiatives, like market research, product development, or process improvement efforts, under senior staff guidance.• Develop marketing materials and strategies to promote banking products and services to clients, fostering engagement and retention.• Support the implementation of digital banking solutions and technologies through online platforms and mobile applications to enhance customer experience and streamline operations.