Playing Captain Wealth Synergy HR Consultancy

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

In this role as a Playing Captain Wealth (Pan India) based in Mumbai, you will be responsible for leading wealth management teams, developing and implementing wealth management strategies, and ensuring the achievement of financial targets. Your daily tasks will include client relationship management, overseeing investment portfolios, and providing financial consulting. It is essential to have strong leadership skills, experience in wealth management, and a proven track record in client relationship management and financial consulting. Your in-depth knowledge of investment strategies and portfolio management will be crucial in this role, along with excellent analytical and problem-solving ski...

Posted 21 hours ago

AI Match Score

Apply

Playing Captain Wealth Synergy HR Consultancy

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

As a Playing Captain - Wealth (Pan India) based in Mumbai at Synergy HR Consultancy, your role involves leading wealth management teams, developing and implementing wealth management strategies, and ensuring the achievement of financial targets. Your daily tasks will include client relationship management, overseeing investment portfolios, and providing financial consulting. It is essential to coordinate with different departments to ensure seamless service delivery and adherence to regulatory requirements. Key Responsibilities: - Lead wealth management teams and develop wealth management strategies - Ensure achievement of financial targets - Manage client relationships and oversee investmen...

Posted 2 months ago

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.