Jagrati Singh

Evaluated, analyzed and compared various investments and financial products like equity security, mutual funds, bonds etc., for HNI (High Net worth Individual) customers. Analysis and resolution of intercompany differences between trading partners. Analyzed and managed the financial expectation of clients by delivering optimal solutions. Performed various trade support activities across the Trade Lifecycle like Trade confirmation matching, trade Pre-Settlements support, and report generation etc. Performed monthly/quarterly/ annual close accounting activities, journal entry preparation, account reconciliation, audible, adequate support for necessary approvals. Prepared and interpreted client details such as investment performance reports, financial document summaries and income projections. Analyzed financial information obtained from clients to determine strategies for meeting their financial objectives.

Collaborating and working closely with the logistic team. Enabled the logistics and client management teams in performing their respective functions effectively with DMS Application.

Analyzing customer buying and non-buying patterns and forecasting this behaviour. Suggested strategies for efficient promotional activities to gain more customers and work better than the competitive companies.