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 7 hours ago

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