Sales and Service Engineer

  • Free
  • Published date: June 25, 2018
    • New Jersey, United States

Dear Candidate,

JOB DESCRIPTION :

Troubleshooting potential problems
Handling inquiries related to a new client
Co-signing for securities transfer
Identifying investment objectives
Describing the characteristics, rewards, and risks of any particular security
Informing the customer of tax implications for each investment
Meeting regulatory compliance standards
Daily coordination with the other departments. and branches by collecting/ sending documents and information to prepare your database/ records/files/ reports on computers by using Excel ( formulas), word, power-point. Outlook, Tally etc. and filling physically.
Preparing proper bills/ invoices and discuss with the seniors before submitting to the client.
Control debtors from time to time by following up payments and other deductions, discuss and stop the deductions if any with the clients and seniors.
Daily coordination with the other Departments, Operations staff, Branches, Accounts Dept. to fulfill their requirements and for smooth working.
Reference : Sales and Service Engineer jobs

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