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Relationship Manager - Private Banking (7-20 yrs)
upGrad
posted 2mon ago
Job Role Insights
Flexible timing
Key skills for the job
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
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What people 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
What upGrad employees are saying about work life
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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