Client Engagement and Relationship Management:

• Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients

mapped to the wealth managers.

• Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manager.

• Regular regional visits for HNI client meetings, seminars/events.

• Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.

• Provide investment support, education, and guidance to clients, prospects, and Relationship Managers.

• Provide updates on investment opportunities to clients and Relationship Managers.

• Collaborate with internal teams to provide seamless and productive client support.

Market Research and Analysis:

• Maintain current knowledge of competitors' investment capabilities, product offerings, and pricing policies.





• Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and

enhance client portfolios.

• Stay informed about regulatory changes and industry best practices to ensure compliance and high-quality service delivery.

Financial Planning and Reporting:

• Assist in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences.

• Prepare and deliver accurate and insightful financial reports, investment summaries, and performance reviews for client presentations.

Team Management

• Collaborate with senior management to define team objectives and key performance indicators (KPIs), ensuring alignment with

organizational goals.

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📌 Investment Specialist (West Bengal)
🏢 WOW Softech
📍 West Bengal