Building competency and depth in the wealth management offering

Anshu Kapoor, Head, Private Wealth Management, Edelweiss, shares the secret formula behind the firm’s success with talent and clients alike.

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1. We have been discussing competency assessment and professional development for some time - but nothing really seems to have changed in the industry?

2. How do you get feedback from clients and what do you do with this feedback?

3. How have you managed to keep your turnover of colleagues and clients so low?

4. What else have you done to try and enhance the client experience?

Video transcript

1. We have been discussing competency assessment and professional development for some time - but nothing really seems to have changed in the industry?

2. How do you get feedback from clients and what do you do with this feedback?

3. How have you managed to keep your turnover of colleagues and clients so low?

4. What else have you done to try and enhance the client experience?

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