Roles and Responsibilities
Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.
Identify recent business prospects 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 (India)
🏢 DSP Eminence
📍 India
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