Wealth Manager

Vansh Capital Pvt Ltd; Pune District; Vor Ort; INR 900.000 - 1.300.000; Vollzeit

Zusammenfassung

Vansh Capital Pvt Ltd invites you to join our investment advisory team in Pune. You will assess client goals, risk appetite, and horizons to tailor strategies across equities, mutual funds, bonds, IPOs, and PMS. You will review portfolios, monitor performance, and propose rebalances while building lasting client trust.

The role entails market research, client meetings, and collaboration with multiple teams to deliver timely insights and investment recommendations.

Qualifikationen

• Understand clients' financial goals, risk appetite, and investment horizon.
• Review client portfolios periodically.
• Provide market updates and investment recommendations.

Aufgaben

• Investment Advisory: Understand clients' financial goals, risk appetite, and investment horizon.
• Portfolio Management: Monitor portfolio performance and suggest rebalancing based on market conditions.
• Client Relationship Management: Maintain regular engagement with clients and address investment queries promptly.
• Market Research: Monitor domestic and global financial markets and identify investment opportunities.
• Client Acquisition: Identify and acquire new HNI, UHNI, and affluent clients.
• Team Collaboration: Coordinate with Research, Dealing, Operations, Compliance, and Product teams.

Jobbeschreibung

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.