- Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.
- Identify recent business opportunities through networking and referrals to expand client base.
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
- Stay up-to-date on market trends, economic indicators, and regulatory changes to provide informed advice to clients.
📌 Wealth Manager (Pune)
🏢 DSP Eminence
📍 Pune
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