Playing Captain Wealth

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 skills. You will collaborate with different teams and departments to ensure seamless service delivery and adherence to regulatory requirements. Key Responsibilities: - Lead wealth management teams and develop wealth management strategies - Ensure the achievement of financial targets - Manage client relationships and oversee investment portfolios - Provide financial consulting to clients - Coordinate with different departments for seamless service delivery - Adhere to regulatory requirements Qualifications Required: - Strong leadership skills and experience in wealth management - Proven track record in client relationship management and financial consulting - In-depth knowledge of investment strategies and portfolio management - Excellent analytical and problem-solving skills - Ability to work collaboratively with different teams and departments - Bachelor's degree in Finance, Business Administration, or related field; advanced certifications (e.g., CFA, CFP) are a plus - Excellent written and verbal communication skills - Strong ethical foundation and commitment to regulatory compliance,