Tele Caller Pune

Tele Caller Pune

19 Oct
|
Vansh Capital
|
Pune

19 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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