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76 upGrad Jobs

Relationship Manager - Private Banking (7-20 yrs)

7-20 years

Relationship Manager - Private Banking (7-20 yrs)

upGrad

posted 2mon ago

Job Role Insights

Flexible timing

Job Description

- 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 description

Prepare for Relationship Manager roles with real interview advice

Top upGrad Relationship Manager Interview Questions

Q1. Why do you think you can crack the deal with customers?
Q2. How would you rate your sales pitch on the rate of 1-10?
Q3. Sort 0 and 1 Problem Statement Given an integer array ARR of size N containing only integers 0 and 1, implement a function to sort this arr ... read more
View all 73 questions

What people at upGrad are saying

3.9
 Rating based on 22 Relationship Manager reviews

Likes

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
  • +6 more
Dislikes

there is too much amount of workload all the time

Read 22 Relationship Manager reviews

Relationship Manager salary at upGrad

reported by 77 employees with 1-9 years exp.
₹2.1 L/yr - ₹6.2 L/yr
15% less than the average Relationship Manager Salary in India
View more details

What upGrad employees are saying about work life

based on 1.8k employees
57%
62%
70%
98%
Flexible timing
Monday to Friday
No travel
Day Shift
View more insights

upGrad Benefits

Submitted by Company
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
Submitted by Employees
Free Food
Health Insurance
Work From Home
Job Training
Cafeteria
Education Assistance +6 more
View more benefits

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upGrad Mumbai Office Location

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Mumbai Office
Headquarter
Ground Floor, Nishuvi 75 Dr. Annie Besant Road Worli, Mumbai – 400018 Mumbai
400018

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