Premium Employer

i

This company page is being actively managed by upGrad Team. If you also belong to the team, you can get access from here

upGrad Verified Tick

Compare button icon Compare button icon Compare
filter salaries All Filters

78 upGrad Jobs

Senior Role - PCG Advisory - Wealth management (10-25 yrs)

10-25 years

Senior Role - PCG Advisory - Wealth management (10-25 yrs)

upGrad

posted 8d ago

Job Description

Responsibilities :

1.Managing team and ensuring their Productivity is met

2. Maintenance of the P&L of the team/branch monthly

3. Timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines

4. Pass on ground customer feedback to the Senior PCG advisor as and when reported

5. Keep check on the Advisory certification program for the advisors as per defined timelines

6. Compliance and surveillance to be checked on regular time intervals frequently

Role Requirements

- Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA / NCFM/AMFI

- Experience: 9+ Years in Financial Markets, 2+ Years in leadership role

- Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities


Functional Areas: Other

Read full job description

upGrad Interview Questions & Tips

Prepare for upGrad roles with real interview advice

Top upGrad Senior Role 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

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

Compare upGrad with

Simplilearn

3.2
Compare

Unacademy

3.0
Compare

BYJU'S

3.1
Compare

Great Learning

3.7
Compare

Imarticus Learning

4.2
Compare

Jigsaw Academy

3.6
Compare

NIIT

3.6
Compare

Edureka

3.2
Compare

Manipal ProLearn

5.0
Compare

TALENTEDGE

3.3
Compare

Hughes Net Global Education

3.9
Compare

Eruditus Executive Education

3.5
Compare

Whitehat jr

3.4
Compare

Extramarks Education

3.5
Compare

Planet Spark

3.7
Compare

Physicswallah

3.8
Compare

Vedantu

3.3
Compare

Next Education India

3.6
Compare

Skill Lync

3.1
Compare

LEAD School

3.3
Compare

Similar Jobs for you

Wealth Head at Talengage

9-15 Yrs

₹ 15-40 LPA

Manager/Senior Manager at Evalueserve

10-12 Yrs

₹ 16-45 LPA

Equity at Hireex Consultants

5-10 Yrs

₹ 15-40 LPA

Investment Banking at JM Financial

3-10 Yrs

₹ 10-50 LPA

Asset Manager at CapitaLand Services (India) Private Limited

10-15 Yrs

₹ 30-37 LPA

Head of Product at Smifs Limited

12-17 Yrs

₹ 36-50 LPA

Relationship Manager Wealth Management at Dimensions HRD Consultants

10-22 Yrs

₹ 25-40 LPA

Private Banker at valarr.io

3-10 Yrs

₹ 20-50 LPA

Investment Banking Executive at Vitasta Consulting

5-12 Yrs

₹ 20-35 LPA

Vice President at Black Turtle

18-25 Yrs

₹ 40-60 LPA

upGrad Mumbai Office Location

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

Business Development Manager

6-8 Yrs

Hyderabad / Secunderabad, Bangalore / Bengaluru

8hr ago·via naukri.com

Intern

0-1 Yrs

Bangalore / Bengaluru

1d ago·via naukri.com

Manager - IT Asset Management & Licensing

5-10 Yrs

₹ 15 - 19L/yr

Mumbai

1d ago·via naukri.com

Operations Executive

0-1 Yrs

Pune

2d ago·via naukri.com

Head - HNI Desk - Broking Firm (10-20 yrs)

10-20 Yrs

6d ago·via iimjobs.com

Admission Counsellor

0-1 Yrs

₹ 2.5 - 2.5L/yr

Pune

6d ago·via naukri.com

Recently Viewed

REVIEWS

Canara Bank

No Reviews

SALARIES

upGrad

SALARIES

upGrad

REVIEWS

Canara Bank

No Reviews

REVIEWS

Canara Bank

No Reviews

REVIEWS

Link Intime

No Reviews

COMPANY BENEFITS

Blinkit

No Benefits

SALARIES

upGrad

No Salaries

REVIEWS

KFintech

No Reviews

SALARIES

upGrad

write
Share an Interview
How was your last interview experience?
Rate your experience using AmbitionBox
Terrible
Terrible
Poor
Poor
Average
Average
Good
Good
Excellent
Excellent