Understanding Challenges in Wealth Management 09/18/2025
One of our clients is looking to connect with experts who have experience in the Wealth Management Industry. They are looking to understand the Client Engagement Landscape, Relationship Management Dynamics, challenges and best practices of key players in this Industry. Experts who have previously worked with leading key players like Kotak Wealth Management, IIFL Wealth Management, Anand Rathi Wealth Limited, Motilal Oswal Private Wealth, JM Financial Services, Edelweiss Wealth Management etc. would be ideal.