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2 upGrad Relationship Manager Jobs
Relationship Manager - Private Client Group - Banking (10-15 yrs)
upGrad
posted 28d ago
Job Description
- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
Functional Areas: Sales
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What Relationship Manager at upGrad are saying
Rating based on 22 Relationship Manager
reviews
Anonymous · Marketing & Communication
in Chennai
building and maintaining good relation with the clients is a pre requiste. one can learn so much and can build good relations and contacts
- Salary - Excellent
there is too much amount of workload all the time
Relationship Manager salary at upGrad
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upGrad Benefits
Our door is always open for you With you throughout You become the owners Your career, your move Referral benefits No cost for upskilling yourself 
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