Milica Mandic

Collect and organize financial data from various sources using SQL to extract, manipulate, and summarize large datasets
Implement web scripts to automate the import of financial data from various online sources
Conduct analysis of financial data using Python and Excel for in-depth calculations
Engage in long-term projects within the company to improve data quality
Offer customer support for foreign clients and users of data, providing guidance and addressing and resolving issues related to financial data
Utilize Power BI to create interactive dashboards and reports
Collaborate with cross-functional teams to provide data insights, analytical support, and support decision-making
Conduct analysis of investment data, including stock market trends, company performance, and financial indicators, to support investment processes

Fetching data from service, Import/export data
Working with raw files, Using funcionts on Excel, collecting and modeling data, database queries on my Sql, creating Python scripts, analizing data and helping other teams to make descisions, etc

Collaborate with other teams, including fraud and risk management, to investigate suspicious activities and potential losses
Review and analyze financial documents, credit reports, and other relevant information to verify the accuracy and completeness of applicant data
Communicate proactively with clients through phone calls and video calls to gather additional information, clarify, and provide guidance throughout the underwriting process
Communicate underwriting decisions with management and provide recommendations as needed

Perform high intensity sales within the stock exchange market, maintaining client relationships, driving revenue growth, and exceeding sales targets
Develop and implement sales strategies to attract new clients and retain existing clients within the stock exchange market
Coordinate with research analysts and investment strategists to deliver comprehensive solutions tailored for clients
Stay updated on industry regulations, market trends, and market news
Mentor and coach junior account managers, providing guidance and support to enhance their sales skills and professional development
Follow regulatory requirements and compliance standards, including AML and KYC
Develop and track metrics to measure success
Use CRM software in daily work

Actively engage in both in-person and direct phone sales activities to attract new clients and retain existing clients within the stock exchange market
Educate clients on investment products, market trends, and risk management strategies to help them make informed decisions
Stay informed about industry regulations, market trends, and news
Collaborate with the investment team to understand the firm's investment thesis

Provide customer service by answering questions, solving problems, and assisting with account-related transactions
Open new accounts, including checking, savings, and certificates of deposit, ensuring all required documentation is accurately completed and filed
Assist customers with loan applications, explain available loan options, and facilitate the loan approval process
Process account transactions such as deposits, withdrawals, transfers, and loan payments, following bank policies
Sell bank products and services to customers based on their financial needs
Follow banking regulations and compliance standards, including customer identification procedures