Relationship Wealth Manager

Vansh Capital Pvt Ltd; Pune District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Vansh Capital Pvt Ltd in Pune seeks an experienced investment professional to lead advisory services and shape investment strategies across equities, mutual funds, bonds, IPOs and PMS.

You will monitor portfolios, share market insights, and work to acquire high-net-worth clients while coordinating with research, dealing, operations, and compliance teams to deliver timely recommendations.

Responsibilities

• 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.
• Monitor portfolio performance.
• Suggest rebalancing based on market conditions.
• Track asset allocation.
• Prepare portfolio review reports.
• Ensure investments align with client objectives.
• Maintain regular engagement with clients.
• Provide market updates and investment recommendations.
• Address investment-related queries promptly.
• Build long-term client trust and retention.
• Monitor domestic and global financial markets.
• Track macroeconomic developments and corporate earnings.
• Identify investment opportunities.
• Share timely market insights with clients.
• Identify and acquire new HNI, UHNI, and affluent clients.
• Conduct investor meetings and investment presentations.
• Build long-term relationships with clients.
• Coordinate with Research, Dealing, Operations, Compliance, and Product teams.
• Support junior relationship managers.
• Share market intelligence and best practices.

Skills

Client relationship management

Financial analysis

Communication

Market research

Job description

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 new 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.