Role & responsibilities

Investment Advisory

- 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

- Review client portfolios periodically.

Portfolio Management

- Monitor portfolio performance.
- Suggest rebalancing based on market conditions.
- Track asset allocation.
- Prepare portfolio review reports.
- Ensure investments align with client objectives.

Client Relationship Management

- Maintain regular engagement with clients.
- Provide market updates and investment recommendations.
- Address investment-related queries promptly.
- Build long-term client trust and retention.

Market Research





- Monitor domestic and global financial markets.
- Track macroeconomic developments and corporate earnings.
- Identify investment opportunities.
- Share timely market insights with clients.

Client Acquisition

- Identify and acquire recent HNI, UHNI, and affluent clients.
- Conduct investor meetings and investment presentations.
- Build long-term relationships with clients.

Team Collaboration

- Coordinate with Research, Dealing, Operations, Compliance, and Product teams.
- Support junior relationship managers.
- Share market intelligence and best practices.

📌 Wealth Manager (Pune)
🏢 Vansh Capital
📍 Pune