Position - Priority Relationship Manager Location- Delhi and Noida CTC- Up to 7 LPA Experience: 1–5 years in Priority Banking, Broking, Wealth Management, or Financial Advisory

Industry: Financial Services/ Broking Job Purpose:- The Priority Relationship Manager is responsible for managing and growing a portfolio of Priority/High-Value clients by offering end-to-end financial solutions. The primary purpose of the role is to drive margin collection, blended pricing (Blended Px), and new client acquisition.

The role demands a strong understanding of Demat, Mutual Funds (MF), Insurance, Equity, and other investment products to deliver a superior customer experience and portfolio growth.

Key Deliverables:- Business Development & Client Acquisition

· Acquire new priority clients through branch leads, references, and direct sourcing.

· Drive growth in book size, equity activation, and overall AUM.

· Achieve targets for Blended Px, value-added services, and product penetration.

Margin Collection & Revenue Growth

· Ensure timely and accurate margin collection from trading clients.

· Optimise client profitability by cross-selling investment products such as Demat, MF, Insurance, Bonds, Equity &

Wealth products.

Process Adherence (C3 Process)

· Ensure strict adherence to the C3 process, including documentation, compliance checks, and client Onboarding protocols.

· Maintain high standards of KYC, risk assessment, and regulatory compliance.

Morning Research Call Participation

· Attend and implement insights from the Morning Research Call to drive client conversations.

· Share research-based market outlook, stock ideas, and product recommendations with clients.





Monitoring, Reporting & Performance Tracking

· Track activity metrics such as daily meetings, conversions, cross-selling, and new client Onboarding.

· Maintain accurate MIS reports, client trackers, and revenue dashboards.

· Monitor client-trading patterns to identify opportunities for upselling and risk mitigation.

Key Requirements:- · Education: Graduate / Postgraduate in Finance, Commerce, or Business Administration. Professional qualifications like MBA/PGDBM (Finance) preferred, NISM certifications (Equity, Mutual Funds) preferred.

· Experience:

· 1–5 years in Priority Banking, Broking, HNI Acquisition, Wealth Management, or Financial Advisory.

· Experience in handling premium/priority/HNI clients is highly desirable.

· Strong product knowledge of Demat, Mutual Funds, Insurance, Equity & Wealth products.

Why Join Us: · Opportunity to work in India’s fast-growing, reputed finance sector.

· Trusted by lakhs of investors, HNIs, and institutions. Competitive compensation, performance-linked incentives, and growth opportunities opportunities.

· Dedicated research, product, and portfolio advisory teams.

· Digital tools, dashboards, and reporting platforms for seamless client management.

· Structured onboarding, learning, and training programs.

· Access to a complete range of financial products:

Interested folks can share their updated CV at [email protected] or apply directly here: https://buff.ly/8UyhDr2 with all the details.

Referrals are highly appreciated.

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📌 Priority Relationship Manager- Sales (Delhi)
🏢 Skywings Advisors
📍 Delhi