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Sales manager VIP clients По договоренности
Работа на территории работодателя, полный рабочий день.
Дата рождения: 27 октября 1988, 29 лет. Не женат, детей нет.
02.2016—н.в. 2 года 2 месяца
Belgravia Wealth Management, г. Москва, полная занятость.
- attracting new clients/ cold calling
- asset management
- taxes, jurisdiction help
- capital protection
- insurance programs
- foreign exchange control
- full services for client in one company
09.2013—12.2015 2 года 4 месяца
Owner and Sales manager
Dengi do Zarplati (FD Nord), г. Samara Region, полная занятость.
before starting- understanding all franchise programm in the sector
sales products to new clients
marketing (newspappers, direct mail, advert on the street)
registering new company,
finding place for office,
adopt and correct scoring model,
collection- using law withdraw money back from bad quality clients.
Now all functions are transfered to director.
01.2012—05.2013 1 год 5 месяцев
Uralsib Capital, г. Москва, полная занятость.
- Sales of eurobonds, bonds, shares, structured products to Private Banking & Mass Affluent (Top-10 Forbes private banking и wealth management http://www.forbes.ru/rating-photogallery/299459-kakim-rossiiskim-bankam-doverit-million-reiting-forbes/photo/9);
- Sales of deposits, cards, insurance, npf and etc;
- tax consulting of clients;
- I have potential clients for asset management (and also existing client base);
- Liquidity management;
- Execution of transactions for treasury department, FX hedging;
- Execution of clients' orders for transactions on stock exchange trading systems (terminal of MICEX and FORTS) in securities on the MICEX, RTS and transactions in futures contracts and options on FORTS;
- Identification, analysis and monitoring / control of client risks on stock exchange Moscow Exchange, FX Market Section (Quik), LSE (depositary receipts);
- Identification, analysis and monitoring / control of client risks on the futures/options market FORTS (Qort, Colibri);
- Writing of reports for the Company's management on the turnover of all customers on all markets;
- Execution and risk control of REPO (making deals within the limits on counterparties, treasury functions);
- Execution and risk control of SWAPs;
- Control of margin requirements (for FSFR);
- Control of risk on the market RTS Standard.
11.2010—12.2011 1 год 2 месяца
ATON INVESTMENT GROUP, г. Москва, полная занятость.
- Sales of investment ideas (all stock exchange instruments, Top-10 Frobes wealth management и family office http://www.forbes.ru/rating-photogallery/299693-luchshie-upravlyayushchie-blagosostoyaniem-reiting-forbes/photo/2);
- Making structured products for new clients;
- Execution of clients' orders for transactions on stock exchange trading systems in securities on the MICEX, RTS and transactions in futures contracts and options on FORTS;
- working with Bloomberg;
- Conducting customer identification, filing instructions on the deal by telephone;
- Explaining the reasons for customers to reject the application for the transaction, in cases stipulated by the requirements of the Broker;
- Providing customers with information on their trading accounts and transactions, as well as post them on the positions in cash and securities.
04.2008—05.2008 2 месяца
Vozrozdenie bank, г. Москва, частичная занятость.
Learn the requirements of Basel (1,2), Interbank Market, Lombard List of CB, REPO, SWAP, requirements of Bank of Russia (H1, H2, H3, H4);
Learn the rules of crediting physical persons, the regulations accompanying retail credit products, the order of accounting records and documents for transactions lending physical persons;
Received practical skills: a practical training course has mastered the techniques and methods for processing of analytical information on borrowers based on software Microsoft Excel and interbank information-analytical system "Microsoft Dynamics CRM 3.0"
Московская международная высшая школа бизнеса "МИРБИС"
Дневная/Очная форма обучения
Sheffield Hallam University
Факультет: Banking & Financial Markets
Дневная/Очная форма обучения
Курсы и тренинги
Certificate 1.0 fsfr
Certificate 5.0 fsfr
Навыки и умения
Английский (свободно владею),
Creating site on WordPress (http://realestateinvestments.ru/), simple queries in SQL.
Have expirience in asset management of familiy money- Eurobonds, Shares, property under construction, deposits, mutual funds, microfinance, pawn shops. Investment strategy based ob book 'Intelligent Investor' Graham (teacher of Worren Buffet), main principles- no speculation, reliable and profitable assets, buy only when market goes down, safety margin, p/e, p/b and etc...
i passed all exams (for most case studies I worked with Saxobank business model, annual report, risk management, marketing and etc...), subjects were:
- corporate finance (npv, irr, dcf, wacc, ratio analysis, bond&equity valuation);
- risk management in financial institutions (credit, liquidity, operational, market, reputational risks);
- derivatives (options, futures, forwards, swaps);
- banking and financial markets (otc, organized stock exchanges, investment&commercial banks, insurance companies, pension funds, mutual funds, key features and central role of commercial banks in payment system and financial markets as a risk tool for risk management of banks);
- financial regulation and supervision (required interest rates, Basel, REPO, interbank market, base rate);
- economics (micro¯oeconomics, functions of cb);
- total risk management (risk management in not financial companies);
- methods of enquiry: research and consultancy in finance;
- treasury management;
- research methods;
i passed dissertation, topic was:
"how profitable have risk neutral option strategies been on cboe in the period from 2004 to 2007? what lessons could be learnt from this research "