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upGrad
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Relationship Manager - Private Banking (7-20 yrs)
upGrad
posted 2mon ago
Flexible timing
Key skills for the job
- Client servicing: Provide services to high net worth (HNI) and ultra-high net worth (UHNI)Private Banking clients
- Client engagement: Providing services to clients based on their needs, and strategizing to activate inactive accounts
- Client relationship: Building and maintaining relationships with clients, and ensuring they trade actively
- Market knowledge: Staying up to date with market news, financial trends, and current affairs
- Revenue generation: Working with the sales team to generate revenue from existing clients
- Compliance: Ensuring compliance with dealing regulations and KYC/SEBI rules
- Wealth creation: Developing and implementing a plan to help clients create, preserve, and enhance their wealth
- Product knowledge: Showcasing the product suite to clients
- Investment advice: Advising clients on investment options and potential risks
Functional Areas: Sales
Read full job descriptionPrepare for Relationship Manager roles with real interview advice
building and maintaining good relation with the clients is a pre requiste. one can learn so much and can build good relations and contacts
there is too much amount of workload all the time
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