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
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.