David Thomas

<ul><li>Handling International client queries &amp; handling them.​</li><li>Selling of financial services &amp; create daily lead sources.</li><li>Assess clients overall financial pictures, understand their needs and develop a rigid financial plan.</li><li>Guide clients towards a profitable and secure financial decision.</li><li>Cultivate client base and build healthy relation.</li><li>Oversee the course of the financial plan and update it, if necessary, to ensure profits are there.</li><li>Take care of the client renewals.</li><li>Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support. </li></ul>

Communication

Customer Retention

Confidence

Sales / Business Development

Accounting / Finance

English

<blockquote>Capital Builder Financial Services is a SEBI Registered investment advisory company carrying out operations in the Indian Equities and commodity market. We generate intraday as well as Positional calls/BTST in Stock Cash &amp; F&amp;O Segment in NSE &amp; BSE, Commodities including bullions, metals &amp; Agro- commodities traded in MCX and NCDEX. We provide recommendations Live through SMS &amp; Chat room services. Our SMS facility is a very effective system which ensures the instant message delivery without any loss of time, so the clients get sufficient time to execute their trades in order to fetch maximum Profits.</blockquote>

Banking / Financial Services / Insurance

Capital Builder

Financial Analyst (International Process)

Financial Analyst (International Process)

Job description