SP Jain Global recently hosted an insightful guest session for its Master of Applied Finance and Wealth Management (MFWM) program students, welcoming Ritesh Sampat, National Head of HDFC Wealth, to share his perspectives on the relationship-centric nature of wealth management.
SP Jain Global recently hosted an insightful guest session for its Master of Applied Finance and Wealth Management (MFWM) program students, welcoming Ritesh Sampat, National Head of HDFC Wealth, to share his perspectives on the relationship-centric nature of wealth management.
With decades of industry experience, Ritesh highlighted that wealth management extends beyond numbers, placing equal emphasis on relationship management and client trust. He outlined the essential soft skills required of Relationship Managers, including empathy, communication, and sustained client engagement.
He highlighted behavioural finance as a key enabler of client trust, explaining how Relationship Managers act as behavioural coaches, while stressing adaptability as technology continues to redefine client expectations.
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