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 prospects.
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