Key Responsibilities
Drive Wealth Management business for Dehradun region.
Acquire and manage HNI/UHNI clients.
Lead a team of Wealth RMs and drive revenue, AUM, and client acquisition targets.
Cross-sell MF, PMS, AIF, Structured Products, Bonds, Insurance and Lending solutions.
Build local market presence and referral networks.
📌 Cluster Head Private Banking Dehradun (India)
🏢 Peoplenomic Consulting
📍 India
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