We are looking for a Priority Relationship Manager to manage and grow relationships with high-value clients. The role involves understanding clients’ financial requirements, providing suitable investment solutions, increasing client engagement, and achieving business and revenue targets.
Key Responsibilities
Manage a portfolio of priority/high-value clients.
Build and maintain long-term client relationships.
Understand clients’ financial goals, risk profiles, and investment requirements.
Provide suitable financial/investment product solutions.
Generate business through existing clients and current client acquisition.
Achieve assigned revenue, sales, and portfolio growth targets.
Cross-sell and up-sell relevant financial products and services.
Conduct regular client meetings and portfolio reviews.
Coordinate with internal teams for smooth execution of client requirements.
Maintain accurate client records and follow compliance/KYC requirements.
Track market trends and communicate relevant opportunities to clients.
Prepare regular reports on client portfolio and business performance.
Required Skills
Excellent relationship management and communication skills.
Strong sales and negotiation abilities.
Knowledge of financial markets, investments, and wealth management.
Valuable understanding of mutual funds, equities, insurance, or other financial products.
Strong client acquisition and retention skills.
Target-oriented and result-driven approach.
Good MS Excel and CRM knowledge.
Role & responsibilities
Preferred candidate profile
📌 Priority Relationship Manager (Indore)
🏢 Arihant Capital
📍 Indore
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