sergindo

Conducted KYC procedures and maintained strong client relationships. Managed investment portfolios for clients of all sizes. Onboarded 20+ major clients to investment accounts. Sold investment products: structured notes, Eurobonds, IPO, Pre-IPO, trust management. Provided market analytics and portfolio recommendations. Achievement: Successfully converted 20 high-net-worth clients to investment products.

Managed a portfolio of VIP clients with assets 10M+ RUB. Conducted KYC and prepared client documentation. Analyzed market conditions and informed clients about corporate events. Participated in creation of 3 structured products (notes). Achievements: Built a client portfolio worth 400M RUB with 19% annual return. Grew assigned client base revenue by 230% in 3 months.

Worked in the Premium client division. Onboarded 30+ major clients to investment accounts. Sold structured products: notes, Eurobonds, IPO, Pre-IPO, trust management. Provided personalized portfolio analysis and investment recommendations. Achievement: Built a client portfolio of 20M RUB with 33% return.

Built and managed a sales team from scratch. Consistently exceeded monthly targets by 110–115%. Organized client visits and investment product training (for clients and staff). Managed Comon auto-trading service as a priority product. Opened and ran a new office for 3+ years. Achievements: Grew client commission revenue from 300K to 1.7M RUB in 4 months. Promoted to Head of Sales within 1.5 years. Led entire office to consistent plan fulfillment within 1 year.