Investment Product Specialist OR Investment Advisory or Investment Counsellor

Position Leading Wealth Management Firm

Department: Wealth

Sub Function: Sales

Location: Kolkatta and rest of East

Single/ Multiple Position Type: Full Time/

Job Purpose Direct Reports (Position Title)

Resources Core domain expertise have Sound knowledge of Wealth.

The objective of this role is to contribute to the team's efforts in delivering exceptional financial solutions and maintaining strong client relationships. As an Individual Contributor, you will provide crucial support to Relationship Managers, assisting in the execution of wealth management strategies and ensuring the seamless delivery of high-quality services to our valued clients. Your attention to detail, analytical skills, and passion for wealth management will be pivotal in driving client satisfaction and contributing to the team's overall success.

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.
- Thorough Understanding on Various Wealth Product such as MF, PMS, AIF, Structured Product, Bonds, Pvt equity, real estate funds, IPO funding etc.

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.

📌 Investment Counselor - Team Lead (Kolkata)
🏢 Unidus Services
📍 Kolkata