Prepare for Your upGrad Interview with Real Experiences!
View interviews
AmbitionBox
Search
Jobs
- Reviews
- Salaries
- Interview Questions
- About Company
- Benefits
- Jobs
- Office Photos
- Community
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
Work with us 
Compare
All Filters
74 upGrad Jobs
Senior Private Banker - Private Wealth Management Firm (8-20 yrs)
upGrad
posted 3+ weeks ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
- Financial Planning (FP) and Portfolio Services
- Execution of transactions post FP and on periodical basis
- Manage Private Wealth, PMS and AIF fund related queries
- Ensure delivery of various MIS reports as per requirements
- To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Ensure discipline of asset allocation
- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
- Continuous learning, to be better equipped than our competitors
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
- Revenue Generation
Functional Areas: Other
Read full job description
What people at upGrad are saying
What upGrad employees are saying about work life
based on 1.9k employees
Flexible timing
Monday to Friday
No travel
Day Shift
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
View more benefits 
Compare upGrad with
Simplilearn
Compare
Unacademy
Compare
BYJU'S
Compare
Whitehat jr
Compare
Planet Spark
Compare
Extramarks Education
Compare
Physicswallah
Compare
Vedantu
Compare
NxtWave
Compare
Next Education India
Compare
LEAD School
Compare
Skill Lync
Compare
Orion Edutech
Compare
Toppr
Compare
IDP Education Limited
Compare
Cuemath
Compare
Scaler Academy
Compare
Kidzee
Compare
LearningMate Solutions
Compare
CollegeDekho
Compare
Similar Jobs for you
upGrad Mumbai Office Location
Mumbai Office
Headquarter
Ground Floor, Nishuvi 75 Dr. Annie Besant Road Worli, Mumbai – 400018
Mumbai
400018
400018
Senior Private Banker - Private Wealth Management Firm (8-20 yrs)
8-20 Yrs
Private Banking, Wealth Management, Bfsi Sales
Hiring For Business Development Managers at upGrad
5-10 Yrs
₹ 10L/yr - 15L/yr
Ahmedabad, Vadodara
Team Handling, Inside Sales, Communication Skills +2 more
Walkin Drive on 24 July | Intern-Copy Writer | Marol | 30K
0-1 Yrs
₹ 3L/yr - 3.5L/yr
Mumbai
Content Writing, Copy Writing, Content Creation +5 more
Walkin Drive on 24 July | Intern-CopyWriter | Marol | 30K
0-1 Yrs
Mumbai
Content Writing, Copy Writing, Creative Writing +3 more
Business Development Associate - Mumbai, Hyderabad & Bangalore
2-7 Yrs
Hyderabad / Secunderabad, Bangalore / Bengaluru, Mumbai
Sales, Overseas Education, Education Industry +6 more
Center Manager_Company Owned Stores || Hyderabad
4-9 Yrs
Hyderabad / Secunderabad
Sales, Lead Generation, Retail Sales +6 more
Academic Counsellor
1-4 Yrs
₹ 4L/yr - 5.5L/yr
Kolkata
Edtech, Education Counseling, Career Counselling +1 more
Admissions Counsellor - Study Abroad
2-7 Yrs
Kochi, Vijayawada, Coimbatore
Sales, Counselling, Business Development +8 more
Instructor- Data Science & Machine Learning
3-5 Yrs
₹ 8L/yr - 10L/yr
Bangalore / Bengaluru
Data Science, Teaching, Python +5 more
Sales Academic Counsellor - Study Abroad || Ahemadabad
2-7 Yrs
Pune, Ahmedabad, Mumbai
Sales, Overseas Education, Counselling +11 more
Share an Interview