Jagmeet Kaur Bhasin

Roles &Responsibilities

• Handling clients in stock market in portfolio investments
• Performing market research daily and investing in high returns yielding stocks
• Associates with other company and do research papers and dairies
• New product launch by any company, do research for them .
• Immigration program EB5 with US based company . Handling there consultancy and conduct seminar in different states.
• Supported creation of detailed, technical financial models to value potential acquisition targets
• Optimized customer experience by delivering superior services and effectively troubleshooting issues

• Handling HNI and Ultra HNI client portfolios in Investments Insurance
• Performing market research and Advising client on investing in high returns yielding Insurance
• Corporate Insurance with companies for yielding more returns

• Handling HNI and Ultra HNI client portfolios
• Performing market research and Advising client on investing in high returns yielding stocks
• Buying and selling stocks for clients per their needs
• Analyzing, monitoring and forecasting stock market trend
• Experience in planning and designing financial goals subject to stock market
• Business Development and cross selling of Products: Equity Investments, Bond market, Currency, EB5(Immigration Green Card for US), SLB (Stock Lending and Borrowing)
• PMS (Portfolio Management service), IRD market (Interest rate Derivatives)
• Conducting seminar and events targeted towards HNI and Ultra HNI individuals for business development.

• Business Development: Products – Equity, Commodity and Alternative Investments
• Client acquisition & brokerage targets
• Developing networking & relationship skills
• Client Acquisition, Equity & Commodity Trading, Pitching new Public Offerings to clients
• Corporate Relationship Management
• Coordination of local market initiatives with marketing division
• Business development in Forex exchange & National Spot Exchange.

Roles & Responsibilities:

· Business Development: Products – Equity, Commodity and Alternative Investments.

· Client acquisition & brokerage targets. Developing networking & relationship skills.

· Client Acquisition, Equity & Commodity Trading, Pitching new Public Offerings to clients.

· Coordination of local market initiatives with marketing division.