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Relationship Manager - Private Client Group - Banking (10-15 yrs)
upGrad
posted 1mon 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 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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