Understanding Challenges in Wealth Management in India
07/25/2025
One of our clients wants to connect with experts who have knowledge about the Wealth Management space. They are trying to understand the market landscape, challenges faced by Relationship Managers (RMs) and clients, role of RMs as service providers and advisors, product distribution mechanisms, the extent of technology enablement, training and development practices, and other emerging opportunities in this field. The experts who have previously worked with prominent players such as Kotak Wealth Management, ICICI Prudential, HDFC Life, Edelweiss Wealth Management, Motilal Oswal Private Wealth, and IIFL Wealth Management, etc. would be ideal.
