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 current 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 a

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