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Browsing Tag

client retention

1 post
PPersonal finance
Client Associates hires Mayank Sharma as Head – Asset Allocation and Products
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‘MFDs must do leg, brain and heart work to form great client relationships’

  • December 23, 2025
Hyderabad MFD Venkatesan Srinivasan of Essar Exim and Financial Services currently manages an AUM of Rs. 300 crore…
Ireland
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