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Scope of the call

We are looking to speak with Wealth Management Experts.

A Leading Management Consultancy

Expected date of call: 18/07/2018 or 19/07/2018

Minimum experience Needed: 8 Year(s)

BROAD CATEGORY

Strategy and Business Development

Sub CATEGORY

Strategy development

INDUSTRY

Banking

Domain Expertise Needed

wealth management

Required experience in organisation like

YES bankHDFC

Have worked in roles like

-

Question You Would be expected to answer

  • What is the business split between existing to bank vs new to bank customers?
  • What is the organisation structure of the wealth business vertical?
  • What is the ideal sales process and models? And what are the KPIs and how are the parameters of incentives determined?