upGrad Rekrut | PCG Relationship Manager
3 days ago
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.
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upGrad Rekrut | PCG Relationship Manager
6 days ago
Chennai, India upGrad Rekrut Full timeRoles & 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...
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upGrad Rekrut | PCG Relationship Manager
7 days ago
chennai, India upGrad Rekrut Full timeRoles & 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...
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upGrad Rekrut | PCG Relationship Manager
4 days ago
chennai, India upGrad Rekrut Full timeRoles & 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...
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Upgrad rekrut | head of sales
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Chennai, India UpGrad Rekrut Full timeRoles & 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...
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PCG Relationship Manager
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Chennai, India upGrad Rekrut Full timeRoles & 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...
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PCG Relationship Manager
7 days ago
Chennai, India upGrad Rekrut Full timeRoles & 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...
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upGrad Rekrut | National Sales Manager | chennai
2 months ago
chennai, India upGrad Rekrut Full timeNational 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...
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upGrad Rekrut | National Sales Manager | chennai
2 months ago
chennai, India upGrad Rekrut Full timeNational 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...
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upGrad Rekrut | National Sales Manager | chennai
2 months ago
chennai, India upGrad Rekrut Full timeNational 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...
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upGrad Rekrut | Shift Manager | chennai
1 month ago
chennai, India upGrad Rekrut Full timeRole 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...
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upGrad Rekrut | Regional Manager- BD- South
7 days ago
chennai, India upGrad Rekrut Full timePosition : 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...
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upGrad Rekrut | Regional Manager- BD- South
3 days ago
chennai, India upGrad Rekrut Full timePosition : 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...