Customer Service Analyst

DYER AND BLAIR INVESTMENT BANK

May 2014 to February 2016

? Providing professional services to retail and on-line clients.
? Building relationships and earning trust from customers in order to retain customer loyalty.
? Keep updated with current market trends both local and international, utilize research reports and actively look for information to be able to give recommendations to both existing and potential clients.
? Carry out KYC on new clients to establish client?s investments needs so as to help them make efficient investment decisions suitable to their profiles.
? Perform valuation analyses using various methodologies including cash flows and market multiples.
? Undertaking detailed economic, sectorial and company research and analysis.
? Analyzing and synthesizing financial and operating information about companies and sectors in order to gain insights and develop opportunities for clients.
? In charge of Customer Service back office.
? Receiving and placing clients? orders in the market. (Through the use of the Broker back Office system) .Execution of clients orders.
? Work with clients to put in place financial plans and execute those plans.
? Responding to the customer service department email address.
? Cross selling of the company?s products. (equity, cash management and fixed income)
? Process advisory across office department?s i.e. Private equity, Trading and Corporate Finance.
? Overall portfolio management for retail clients

Bcom-Finance

May 2012 to December 2013

Career Goals

Industries of interest

Areas of interest

Availability to travel and work outside the city

No

Interests and hobbies