Harshal Jadiye
Associate Vice President - Private Wealth Management @Motilal Oswal Private Wealth
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WORK HISTORY
Associate Vice President - Private Wealth Management @Motilal Oswal Private Wealth
Bengaluru, IN
Spearheaded client acquisition strategies for Ultra High Net Worth Individuals (UHNI) in Private Wealth Management & Family Office.• Developed tailored investment solutions in Private Equity and Estate Planning, enhancing client satisfaction and retention. • Collaborated with cross-functional teams to streamline broking and distribution processes, resulting in a 20% increase in operational efficiency.
SKILLS
ABOUT HARSHAL JADIYE
With over three months at Motilal Oswal Private Wealth, contributions focus on private…
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