Priority Relationship Manager

Arihant Capital; Indore District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Arihant Capital in Indore seeks a Priority Relationship Manager to manage and grow high-value client relationships in wealth management. You will understand client needs, propose suitable investment solutions, and drive revenue growth while ensuring compliance.

You will coordinate with internal teams, conduct regular reviews, and maintain accurate records. The role requires strong sales, relationship, and market knowledge to cross-sell financial products and achieve targets.

Qualifications

• Extensive experience in wealth management and priority banking.
• Proven ability to grow high-value client relationships.
• Strong knowledge of financial products and markets.

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.

Skills

Relationship management

Communication skills

Sales

Negotiation

Financial markets

CRM knowledge

Tools

MS Excel

CRM system

Job description

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.