Associate

Была больше месяца назад

По договорённости

Соискатель скрыл дату рождения

Москва, готова к переезду

Занятость

полная занятость

Гражданство

Россия

Контакты

Телефон

Почта

Будут доступны после открытия

Фото, имя и контакты доступны только авторизованным пользователям

Опыт работы 9 лет и 9 месяцев

- Август 2018 – февраль 2020
- 1 год и 7 месяцев
Inside Sales Associate
Ninja Trader Brokerage, Город за рубежом
https://ninjatrader.com
NinjaTrader™, LLC is a leading provider of award-winning trading technology and brokerage services for active traders
Обязанности и достижения:
• Created close relationships with existing and potential clients via phone and emails and followed up on pending client requests Performed queries in multiple databases, answered average of 150 calls, recorded financial and related information for follow-ups to develop new accounts • Provided quality customer service by answering incoming calls regarding wide range of questions and inquiries such as opening futures account, information on brokerage account, tax, trading activity, cash withdrawal orders, account balance, holding, among others • Conducted internal KYC and AML reviews to ensure 100% compliance with CIP, KYC, and performed Customer Due Diligence/Enhanced Due Diligence for 25 institutional and retail customers per day • Educated clients on all market requirements, rules, and in-house platform, including working hours, minimum deposit, type of contracts, risk exposure, other technical and non-technical inquiries • Revised all daily control e-mails to ensure breaks, outages, or issues were resolved for all clients daily; researched discrepancies and updated accounts with accurate information in a timely manner • Resolved client inquiries regarding trade issues, IT queries, collateral management, assets, client reporting, cash breaks and translated for other departments as needed • Onboarded process for new options and products for clients and set up commissions charge • Interfaced with Trading, Sales, Legal, Technology, and Finance teams across firm, ensuring accuracy and completeness of trade execution • Participated in appropriate aspects and dealing of development, implementation and product support processes • Created and uploaded FAQ section on company website, which decreased number of incoming calls and processing time of responses Increased contact with up to 120 prospective clients on a daily basis, winning an average of 10 new clients daily and achieving an increase in funded accounts from 5% to 10%. Decreased processing time for general clients requests at least one 7% Increased quantity of a new platform features on 1% monthly Increased quantity free of charge services for clients from 5 to 7
- Декабрь 2015 – август 2018
- 2 года и 9 месяцев
Business Manager
Freelancer, Город за рубежом
Professional services for Fintech industry
Обязанности и достижения:
• Reconciled global exchanges and instruments, including equity, bonds, FX Swaps and derivatives • Recalculated brokerage commissions; reported unrecognized costs to clients • Worked collaboratively with brokers, operations, trading, onboarding, and compliance team • Controlled morning trading limits, check custodian/cash position and, if necessary, confirmed with brokers • Contacted brokers regarding current issues, such as missed trades and incorrect commissions • Reviewed reports to ensure data was accurate, trades were uploaded, and cash & shares were reconciled • Provided documents for financial institute upon request, including clients reports, full list of trades, commission schedule, paid commission, brokerage agreement, bank account statement, and cash & shares movement • Updated documents for KYC and AML process and provided accurate information to broker in timely manner • Kept electronic documents up to date
- Апрель 2010 – сентябрь 2015
- 5 лет и 6 месяцев
Client Relationship Manager
Renaissance Capital
http://et.rencap.com/eng/ElectronicExecution/
Established in 2005, Electronic Trading Group is Renaissance Capital’s high-tech business, focused on the provision of top-quality prime brokerage services for customers worldwide.
Обязанности и достижения:
• Developed client relationships; resolved client issues & educated clients on products & service functionalities • Expanded client’s relationship by cross-selling complimenting services • Performed all procedures for eliminated breaks with different types of products (equities, bonds, futures, options, etc.) on daily bases in timely manner • Served as a main point of contact with trade support teams, branch offices during trade day on any questions regarding clearing process, middle and back office procedures and confirmed necessary changes • Used variety of systems for uploading trades and necessary information • Provided daily report and volume statistic and fixed any breaks created during daily processing • Collaborated with different teams to support client’s needs and provide best services • Tested 100+ releases and fixed 300+ system bugs in coordination with IT, Trading, Treasure and Compliance • Adhered to all risk policies and procedures

Образование

- Высшее образование
- Вечерняя
- 2002
Tyumen State University
Факультет: Finance
Специальность: Economic

Обо мне

Дополнительные сведения:

Proactive, result-oriented, fast learning, communication skills. Capable of managing a team and maintain a high level of motivation. Computer skills: MS Office Suite (Excel, Word, PPT), Calypso system, and Trading software (Quik and Back Office Qort), Bloomberg, Salesforce, Ninja Trader Platform, CQG, Help Spot