Tele Caller (Pune)

Tele Caller (Pune)

18 Oct
|
Vansh Capital
|
Pune

18 Oct

Vansh Capital

Pune

Role & responsibilities

Client Acquisition

- Identify and acquire current 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.

📌 Tele Caller (Pune)
🏢 Vansh Capital
📍 Pune

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