About our client A leading NBFC Job Title: Head of Wealth Management Location: Chennai Experience: 18...+ Position Overview: The Head of Wealth Management will lead and manage the Wealth Management division of the NBFC, driving...
Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main...-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth...
management experience from a product and interpersonal point of view through the teams Achieve organizational objectives of high... AUM, TRV and Revenue targets of the team and delivering on all financial parameters Provide a seamless banking and wealth...
of NTB customers in Premium Banking/ Wealth category Sound understanding of financial planning and wealth management... Treasures clients through “need-based approach” and revenue performance by leverage product penetration opportunities through...
of NTB customers in Premium Banking/ Wealth category Sound understanding of financial planning and wealth management...) DBS Treasures clients through “need-based approach” and revenue performance by leverage product penetration...
of NTB customers in Premium Banking/ Wealth category Sound understanding of financial planning and wealth management...) DBS Treasures clients through “need-based approach” and revenue performance by leverage product penetration...
of NTB customers in Premium Banking/ Wealth category Sound understanding of financial planning and wealth management...) DBS Treasures clients through “need-based approach” and revenue performance by leverage product penetration...
of HNI Sales/ wealth management product suite, platforms and operational procedures Understanding of banking... of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched...
of HNI Sales/ wealth management product suite, platforms and operational procedures Understanding of banking... of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched...
of NTB customers in Premium Banking/ Wealth category Sound understanding of financial planning and wealth management...) DBS Treasures clients through “need-based approach” and revenue performance by leverage product penetration...
of HNI Sales/ wealth management product suite, platforms and operational procedures Understanding of banking... of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched...
of NTB customers in Premium Banking/ Wealth category Sound understanding of financial planning and wealth management... Treasures clients through “need-based approach” and revenue performance by leverage product penetration opportunities through...
engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key... category Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market...
Reviews, ad-hoc Group FP&A requests) Support Group Head WRB Cost Management, Cluster WRB finance leads and Product/Segment... CFOs on all cost matters. Participation in all key reviews with WRB Group Head FP&A and Group Head Cost Management...
client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key... category Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market...
client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key... category Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market...