PUNE · FULLTIME
Tele Caller
Vansh Capital
Pune · onsite · Posted 1d ago
Sourced from
₹3.0L - ₹4.0L PA0–1 yrsfulltimePune
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Section · 01
About this role
Role & responsibilities
Client Acquisition
- Identify and acquire new HNI, UHNI, and affluent clients.
- Conduct investor meetings and investment presentations.
- Build long-term relationships with clients.
Investment Advisory & Portfolio Management Product
- Understand clients' financial goals, risk appetite, and investment horizon.
- Recommend suitable investment strategies.
- Provide investment ideas in:
- Equity Cash Market
- Mutual Funds
- Bonds & Fixed Income
- IPOs
- PMS
Team Collaboration
- Coordinate with Research, Dealing, Operations, Compliance, and Product teams.
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Section · 02
Skills
Communication Skills