Bala Murugesh

Coimbatore, Tamil Nadu, India
Finance, Banking, Equity Research
About
Dtermined Financial Advisor with 1 year Exprienced in Capital Market
Talents
Work Experience
EQUITY ADVISOR
Karvy Stock Broking Ltd
Full Time Feb-2018 To May-2019 1 year 3 months
Responsibilities
  • Interacting with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy.
    Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
    To help customers to Execute trade online and place orders on behalf of customers
    Ensure active management of clients & achieve the revenue target
    Responsible for identifying customer needs, assessing their risk appetite and providing them investment option
    Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
    Assist in new client acquisition, building new relationships and increasing depth in existing relationships
Education
Master of Business Administration, Finance and HR
, Anna University
2016-2018
Bachelor of Commerce, Computer Application
Sri Venkateswara University College of EngineeringSri Venkateswara University
2013-2016 Score69%
yKnown
Profile Snapshot
Bala is based out of Coimbatore & has studied Finance and HR, MBA-Master of Business Administration from Year 2016-2018 in , Anna University.
Bala Murugesh is Skilled in Finance, Banking, Equity Research and other talents.