01Overview
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 efficient 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. .
