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This position will involve managing a portfolio of UHNI clients, providing them with expert financial advice, and building lasting relationships in the exciting field of wealth management.
The role is a client facing role managing the HSBC relationship with our highest value clients where professionalism, client focus, and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Private Banking clients.
As a Director Customer Success, you will be responsible for building collaborative customer relationships, driving organic revenue growth, improving customer satisfaction and providing customer insights to customers to help them deliver full potential
Business Head - Secured Lending (LAP, Affordable Housing, Micro-Mortgages, Agriculture, and MSME) at a market leading NBFC
SVP Partnerships for a Market Leading SME/MSME Lending Fintech
The Associate Director - Business Development Ratings will play a pivotal role in expanding our client base within the west region and will be responsible for managing sales and customer relationships.
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