Tele Caller
Vansh Capital
Pune(Deccan Gymkhana)Fresher1h agovia Naukri
Role
Tele Caller at Vansh Capital
Client Acquisition
- Identify and acquire new HNI, UHNI, and affluent clients.
- Conduct investor meetings and investment presentations.
- Build long-term relationships with clients.
Investment Advisory & Portfolio Management
- 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.