aswathy varghese

* Responsibilities: * Sourced qualified investors for equity, futures and options trading * Maintained 85% client retention rate by suggesting strategic investment plans based on equity investing report evaluations and by operating the dealing terminal on behalf of them * Monitored / tracked securities transactions, fund transfers, margin accounts and options trading * Delivered sales presentations to potential investors for new business from blue chip companies * Supported the development of investor presentations and marketing tools for the company * Recommended innovative alternatives to generate revenue and reduce unnecessary costs pertaining to the client. For Example reduction in brokerage costs charged to the client through bespoke investment schemes tailored to client types * Met organisational challenges to generate cash through above mentioned bespoke schemes. * Researched market trends, surveys and used data to stimulate business and revenue growth * Developed a base of clients through networking and seminar marketing

* Understand customer needs, establish priorities and manage client database. * Explain product changes, restrictions, benefits, requirements and other relationship banking related product information to clients and bank employees. * Maintain and manage regular contact with customers to ensure Client Due Diligence. * Head responsibility to exceed business objectives, customer service satisfaction and account profitability. * Conduct additional transactions in current and new client segments. * Provide customer with apt solutions to their respective financial needs. . * Met challenges to provide qualified referrals to various departments.

Completed the Thomson Reuters Product Training (2011) - ‘3000 Xtra’ (Kobra)

Activities and Societies: * Treasurer for the ITRAX club at the University for Department of Information Technology. * Coordinator for the National Conference “CONFER 2010” talking about technology trends. * Led the Mock Stock project at university and completed it on time. Our project was selected by the National Board of Accreditation Program.