Representation of investment firms on the market by buying and selling securities
Tracking of market developments as well as preparation of forecasts
Coordination of securities processing and settlement operations for proper transaction clearings
Creation of prices for certain products
Interpretation of financial reports
Provision of information about recent trades and price developments for sales department
Develops a business plan and sales strategy for the market that ensures attainment of the firm?s sales goals and profitability.
Educate and train prospective clients about the company?s products, the markets and the trading platform to convert them to active clients.
Assist all leads gathered through marketing or other connection to understand the process and regulatory requirements of the company.
Update all information on all leads you have on back office system, starting with profile notes and continuing with updates after each meeting and calls.
If account is introduced to other jurisdiction, make sure regulators requirements are met.
Attend seminars, conferences and events where appropriate.
