Niraj Saraf

- Signing/Reviewing Expat-Individual tax returns, collate and maintain client information

- Taking Arrival/Departure briefing calls and handling mailbox for major large clients

- Allocating tasks to the team members based on their ability and ensure that all tasks are done on time with the required standard.

- Plan and prioritise workload, meet deadlines and manage work under pressure.

- Take ownership of task, use initiative to resolve problems with practical solutions and exercise appropriate levels of judgement

- Implementing new initiatives and making sure that all the team members understand the process.

- Prepare and Review UK Expatriate Tax returns

- Collate and maintain client information

- Correspond and deal with client enquires in relation to their tax issues and liabilities, ensuring any unresolved issues are referred to the appropriate Partner; including the initial handling/ identification of both tax planning and tax investigation issues

- Maintain direct contact with clients and HMRC in the delivery of an excellent client service

- Execute client’s orders in terminal in all Segments and keep updated about the market scenario.

- Maintain dealing process standardization along with better dealing productivity.

- Excel-based tools using for the construction and analysis of investments.

- Execute the clients’ orders in terminal with proficiency and accuracy in the Segments NSE, BSE and F&O.

- Planning, directing and executing trades on behalf of the clients, maintaining a high level of accuracy, speed and in turn generating revenue.

- To research, compare, forecast and present a wide range of stock performance statistics.

- Responsible for Promoting MFs, Insurance, Equities and other Financial Instruments.

- Taking care of stock broking firm’s back office activities.