Priority Relationship Manager

Job Description Priority Relationship Manager

Job Title: Priority Relationship Manager

Department: Wealth Management / Priority Banking

Industry: FinTech

Location: Indore

Employment Type: Full-Time

Experience: 25 years

Job Summary

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 new 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.

Good 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