Ольга Панферкина

• Carrying out nearly 100 clients with deposition sum 5000$– 500000$.• Investment analysis, developing of financial plan of client fund disposition.• Development and improvement of the strategic relationships with the clients.• Opening the accounts, profitably reporting.• Construction and maintenance of strategic attitudes with the client.• Investment portfolio management for the Russian residents in Russia and abroad: bonds, stocks.• Cooperation with unit funds in Russia («Troika Dialog», «UFG» etc).• Sale the individual insurance products (CIV Life)• Cooperation with Compliance Department, risk management, profiling of the clients.• Close communications with Citibank, London, service of residents of Russia.• Client portfolio structuring.• Attraction the new clients, carrying the negotiations, increasing the deposition sum.