
Nouman Munshi
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Nouman Munshi
- Bis heute 4 Jahre und 2 Monate, seit Juni 2021
SENIOR RELATIONSHIP MANAGER & DEALER
HDFC Bank Ltd.
Maintaining a deep knowledge of HDFC products and services them with investment plans of Hdfc securities clients. We research new investment opportunities in stocks, bonds, mutual funds, insurance, for our clients. Punching orders on behalf of clients on terminal. Identifying clients' needs and requirements and proposing suitable solutions. Upselling and cross-selling products/services to clients. Reactivation of dormant clients Meeting sales/revenue targets. Ensuring client satisfaction.
- 10 Monate, Jan. 2020 - Okt. 2020
SENIOR EQUITY DEALER & RELATIONSHIP MANAGER
State Bank of India
We use our financial expertise to help clients grow their wealth and investment. We create strategic plans based on our clients’ objectives and financial profile, encompassing investments, insurance, bonds and mutual funds. We manage investment portfolios and asset allocation, vigilantly tracking results and adjusting their course of action. Reactivation of dormant clients. Punching
- 1 Jahr und 9 Monate, Mai 2018 - Jan. 2020
SENIOR EQUITY DEALER & ADVISOR
Idafa investment
Buy, sell and give advice on Islamic investment and financial instruments, such as stocks and mutual funds with shariah way We research the companies producing these Sharia investments and make recommendations to our clients. We help our clients to invest in a Shariah ways as halal investment.
- 2 Jahre, Apr. 2016 - März 2018
TECHNICAL SUPPORT EXECUTIVE
Teckzilla
Installing and configuring computer software, systems, networks for United States payment Gateway Software. Monitoring and maintaining computer systems and networks for clients Responding in a timely manner to service issues and requests . Reactivation of dormant clients. Providing technical support across the United States clients.
Ausbildung von Nouman Munshi
- Bis heute 4 Jahre, seit Aug. 2021
NISM Series 8 - Equity Derivatives
National Institute Of Securities Market
- Bis heute 4 Jahre und 7 Monate, seit Jan. 2021
NISM-Series-VII: Securities Operations and Risk Management Certification Examination
National Institute of Securities Market
- Bis heute 13 Jahre und 5 Monate, seit März 2012
Computer Networking
NIIT
- 3 Jahre und 5 Monate, Juli 2011 - Nov. 2014
Commerce
Institute of Engineering and Management (IEM)
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