upGrad Rekrut | PCG Relationship Manager

3 days ago


chennai, India upGrad Rekrut Full time

Roles & Responsibilities :


Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.


Showcase entire product suite of company Group to existing clients and growing their

assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct

Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.


 Deliver solutions to clients based on their investment profile in consultation with

product & research team. Periodic review of client portfolios in accordance with

established procedures and/or timelines.


 Proactively advise and consult with the clients explaining the types of financial

services available, educate them about investment options and potential risks.


 Identify potential new clients and work with them to build up a relationship with the

goal of managing their wealth.


 Achieve revenue objectives as assigned by the organization.


 Comply with KYC/SEBI rules, regulations, and legislation governing the financial

services industry.


Skills required


 6 – 8 years relevant work experience in a Wealth management/Private Banking

platform.

 Post graduate from a premier institute.

 Self-starter, proactive & target oriented.

 Strong networking & relationship building skills.

 Well organized, customer-service oriented, and driven by a desire to consistently

achieve top results.



  • Chennai, India upGrad Rekrut Full time

    Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...


  • chennai, India upGrad Rekrut Full time

    Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...


  • chennai, India upGrad Rekrut Full time

    Roles & Responsibilities : Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. Showcase entire product suite of company Group to existing clients and growing their assets across Mutual funds, PMS/AIF...


  • Chennai, India UpGrad Rekrut Full time

    Greetings from up Grad Rekrut!!We are hiring for State Head (Tamil Nadu) position in one of the leading broking firm in Chennai.Vertical- FranchiseeCandidate should have team leading experience in the TN region with good Franchisee experience into broking firmJob role:Responsible for Sourcing & Acquiring New Franchisee in his Region from Broking Background...


  • Chennai, Tamil Nadu, India upGrad Rekrut Full time

    Are you passionate about helping high net worth individuals achieve their wealth goals? Join upGrad Rekrut, a leading broking house, as a Private Client Group (PCG) Relationship Manager and Team Lead. In this role, you will cater to HNI/UHNI clients with average ticket sizes of ₹1 crore and above, providing them with expert advice on wealth creation,...


  • Chennai, Tamil Nadu, India upGrad Rekrut Full time

    The National Sales Manager role at upGrad Rekrut is a high-impact position that requires a skilled professional to lead national-level education institutional funding sales efforts. With a strong focus on financial knowledge, analytical skills, and relationship-building abilities, this individual will be responsible for driving sales growth and expanding the...


  • Chennai, Tamil Nadu, India upGrad Rekrut Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Management Specialist to join our team at upGrad Rekrut. In this role, you will be responsible for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients.You will showcase the entire product suite of our company group to existing...


  • Chennai, India UpGrad Rekrut Full time

    Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...


  • Chennai, India upGrad Rekrut Full time

    Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...


  • Chennai, India upGrad Rekrut Full time

    Roles & Responsibilities : Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. Showcase entire product suite of company Group to existing clients and growing their assets across Mutual funds, PMS/AIF...


  • Chennai, India upGrad Rekrut Full time

    Roles & Responsibilities :Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.Showcase entire product suite of company Group to existing clients and growing theirassets across Mutual funds, PMS/AIF...


  • Chennai, Tamil Nadu, India upGrad Rekrut Full time

    Job Description:">We are seeking a skilled National Education Institutional Funding Sales professional to join our team at upGrad Rekrut. This role requires a strong understanding of financial instruments, asset classes, and the nuances of financial markets in relation to educational funding.The successful candidate will have advanced analytical and...


  • Chennai, Tamil Nadu, India upGrad Rekrut Full time

    We are seeking a highly motivated and experienced Corporate Sales Growth Manager to join our team at upGrad Rekrut.As a Corporate Sales Growth Manager, you will be responsible for driving sales growth and revenue expansion through identifying and developing strategic relationships with potential clients.Your primary role will be to drive the sales of...

  • Senior Team Lead

    1 month ago


    Chennai, Tamil Nadu, India upGrad Rekrut Full time

    Company OverviewupGrad Rekrut is a leading organization in the industry, dedicated to delivering exceptional services.SalaryThe estimated salary for this role is $60,000 - $80,000 per year, depending on experience.Job DescriptionAs a Shift Manager at upGrad Rekrut, you will be responsible for leading operational excellence and guest experience. This...


  • chennai, India upGrad Rekrut Full time

    National Education Institutional Funding Sales role. This outline clarifies the key responsibilities and required skills for the position, tailored to a national level focus: Job Responsibilities: Identifying Opportunities Proactively identify and pursue funding opportunities within assigned institutional market channels, including national educational...


  • chennai, India upGrad Rekrut Full time

    National Education Institutional Funding Sales role. This outline clarifies the key responsibilities and required skills for the position, tailored to a national level focus: Job Responsibilities: Identifying Opportunities Proactively identify and pursue funding opportunities within assigned institutional market channels, including national educational...


  • chennai, India upGrad Rekrut Full time

    National Education Institutional Funding Sales role. This outline clarifies the key responsibilities and required skills for the position, tailored to a national level focus:Job Responsibilities:Identifying OpportunitiesProactively identify and pursue funding opportunities within assigned institutional market channels, including national educational...


  • chennai, India upGrad Rekrut Full time

    Role Shift Manager: Exp - 0.6months to 6yrs in QSR1.Leads Operational Excellence and the Guest Experience:2. Role models expected behavior and coaches team on hospitality standards3. Executes processes that ensure the restaurant meets safety and sanitation standards4. Executes processes that ensure inside and outside cleanliness standards are met5. Ensures...


  • chennai, India upGrad Rekrut Full time

    Position : Regional Manager- BD- SouthLocation : bangalore/ ChennaiExperience : 6- 12 YearsPositions summary-Regional Manager is responsible for driving sales in residential and commercial segment, through a channel partner network across multiple states in south region. This role involves managing a team of State Business Development (BD) Managers who are...


  • chennai, India upGrad Rekrut Full time

    Position : Regional Manager- BD- South Location : bangalore/ Chennai Experience : 6- 12 Years Positions summary- Regional Manager is responsible for driving sales in residential and commercial segment, through a channel partner network across multiple states in south region. This role involves managing a team of State Business Development (BD) Managers...