Vansh Capital
Tele Caller
Skills
10 days ago
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Important information
Contract type:
Permanent
Salary:
₹300,000 – ₹400,000 / year
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
17 October 2026
What they need
Role & responsibilities
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 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.
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