Strategic Leadership Position

3 weeks ago


Surat, Gujarat, India DSP Eminence Consulting Services Full time
About the Role

The ideal candidate will be responsible for overseeing a team to secure high-net-worth individual (HNI) clients, supporting team members in advising affluent clients on investments, and deepening client relationships to generate assets under management.

Key Responsibilities
  • Maintain and develop client relationships to drive AUM growth.
  • Support the team in providing investment advice to affluent clients and managing their financial portfolios.
  • Help the team track and acquire new HNI clients.
  • Research and update the team on investment opportunities and market trends.
  • Coordinate with the product and research team to make informed investment decisions.
  • Organize seminars, workshops, and business development activities.

About Us
DSP Eminence Consulting Services is a leading consulting firm seeking a highly skilled and experienced professional to drive our client acquisition and relationship management efforts.

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