ISHAN BHATT

• Implemented AI-powered chatbots and omni-channel marketing solutions.
• Aimed to optimize customer engagement and enhance operational efficiency.
• Communicated directly with customers and partners to build strong business networks and relationships
• Established and maintained highly effective relationships with clients and industry partners to drive growth
• Developed new proposals, contracts and procedures to draw in more clients and streamline work operations
• Identified business development challenges and customer concerns for proactive resolution

• Responsible for creating daily research reports and event-based analyses for company's clients.
• Gained exposure to both technical and fundamental analysis techniques.
• Specialized attention given to Gann theory, Fibonacci retracement, and Elliot wave theory.
• Acquiring expertise in these advanced market analysis methodologies.
• Translated theoretical knowledge into practical applications.

• Fostered deeper relationships with High Net Worth Individuals (HNIs) through targeted needs-based marketing and investment product advisory.
• Studied a diverse range of financial market products.
• Provided research services for both retail and HNI clients.
• Collaborated with the Head Office (HO) to offer comprehensive research support.
• Involved in the process of onboarding new clients.
• Contributed to establishing strong client relationships through tailored advisory services.

Mainly focusing on customer relations and account opening, coordinating with the client, and opening accounts via. EKYC. Maintaining cordial relationships with the clients and resolving their queries and providing back-office support.