From Managing Billions to Winning Global FinTech Awards - Radha Gupta’s Story | Ask FinTree #35 скачать в хорошем качестве

From Managing Billions to Winning Global FinTech Awards - Radha Gupta’s Story | Ask FinTree #35

To know more about CFA/FRM training at FinTree, visit: http://www.fintreeindia.com For more videos visit: https://www.youtube.com/c/FintreeIndi... CFA | FRM | Financial Modeling Live Classes | Videos Available Globally Follow us on: Facebook:   / fintree   Instagram: https://www.instagram.com/fintreeeduc... Twitter: https://x.com/askFinTree Linkedin:   / fintree-education   We love what we do, and we make awesome video lectures for CFA and FRM exams. Our Video Lectures are comprehensive, easy to understand and most importantly, fun to study with! This Video lecture was recorded by our Lead Trainer for CFA, Mr. Utkarsh Jain, during one of his live Session in Pune (India). To know more about CFA/FRM training at FinTree, visit: http://www.fintreeindia.com To know more about CFA/FRM training at FinTree, visit: http://www.fintreeindia.com For more videos visit: https://www.youtube.com/c/FintreeIndi... Time Stamps: 00:00 – Introduction 02:03 – Guest introduction 03:07 – Asset locations in the Middle East 03:54 – Role in asset management 10:11 – Is the service still operational? 11:54 – Indian business: assets & advisory size 13:19 – Finance job opportunities in Dubai for Indians 20:29 – Ultra HNI vs retail investors' demands 29:09 – Unique financial products & client demands 30:58 – Future of wealth management & AI impact 34:04 – Succession planning & real-life cases 37:35 – Innovations from Singapore/Dubai for India 40:31 – Scope for wealth tech in India 42:03 – Skills for client-facing wealth roles 44:32 – Importance of communication skills 48:40 – Studying Japanese markets from India 51:11 – Work culture shift: India vs Middle East/Singapore 54:08 – HNI challenges in India vs international clients 58:10 – CFA vs MBA for wealth management 59:29 – Security lapses in digital payments 01:04:17 – Setting up a global wealth boutique from India 01:06:00 – Challenges of relocating as a relationship manager 01:08:37 – Starting a career at SEBI RIA office 01:09:14 – Leveraging AI in finance for a competitive edge 01:14:26 – Key performance metrics in asset management 01:16:57 – Wealth managers handling ultra HNI luxury requests CFA | FRM | Financial Modeling Live Classes | Videos Available Globally Follow us on: Facebook:   / fintree   Instagram:   / fintree_education   Twitter:   / fin_tree   Linkedin:   / fintree-education   We love what we do, and we make awesome video lectures for CFA and FRM exams. Our Video Lectures are comprehensive, easy to understand and most importantly, fun to study with! This Video lecture was recorded by our Lead Trainer for CFA, Mr. Utkarsh Jain, during one of his live Session in Pune (India). To know more about CFA/FRM training at FinTree, visit: http://www.fintreeindia.com