Priority Relationship Manager @ Skywings Advisors

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Priority Relationship Manager

Skywings Advisors
10 Positions
Delhi, NCR
18 days ago
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Job Description

We are hiring for one of the leading financial services.

Role Designation- Priority Relationship Manager

Location- Noida & Delhi

Role purpose-

The Priority Relationship Manager (PRM) 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), new client acquisition, and ensure adherence to the process of C3, along with participation in Morning Research Calls. The role demands a strong understanding of Demat, Mutual Funds (MF), Insurance, Equity, and other investment products to deliver superior customer experience and portfolio growth.

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 to 5 years in Priority Banking, Broking, 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

If interested, kindly send your resume to hidden_email or can call on hidden_mobile

Employement Category:

Employement Type: Full time
Industry: Financial Services
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Priority Relationship Manager

Contact Details:

Company: Skywings Advisors
Location(s): Delhi, NCR

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Keyskills: demat investment broking securities hni client handling commodity priority banking wealth management equity

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Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

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Skywings Advisors

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Priority Relationship Manager @ Skywings Advisors

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