Premium Relationship Manager

About Angel One :

Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact.

Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science.

We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day.

The vibe? Think less hierarchy, more momentum. Everyone's got a seat at the table and a shot to build something that lasts.

Be part of a team that's moving fast, thinking big, and building for the next billion.

Why You'll Love Working at Angel One

• Ranked Top 20 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 9 consecutive years.
• Innovation Runs Deep: From AI to real-time data infra, you'll work on tech that's ahead of the curve and solve problems that truly matter.
• Build India's #1 Fintech Platform: We're not just disrupting finance – we're shaping how the next billion Indians access wealth.
• Own It. Drive It. Scale It: You'll have the freedom to lead, the resources to build, and the opportunity to leave your mark.

Job Title: Premium Relationship Manager

Location: Mumbai

What you will do:

• Behavioral Analytics & Insights: Analyze client behavior patterns to identify retention risks and opportunities.

• Strategic Client Engagement: Establish proactive communication with top clients and assigned franchises to enhance relationships.

• Retention Strategy Execution: Develop and implement retention frameworks, including tailored action plans for high-value client retention.

• Stakeholder Collaboration: Coordinate with sales, operations, finance, and marketing teams to align retention efforts with overall business objectives.

• Issue Resolution & Risk Mitigation: Conduct client feedback assessments, identify concerns, and design strategies to improve satisfaction levels.

• Revenue Growth Initiatives: Implement programs to increase client activation, enhance loyalty, and drive revenue growth.

• Performance Monitoring: Utilize data-driven metrics to measure retention effectiveness and improve engagement strategies

• Cross sell of multiple products

• Flexible to travel and meet impacted clients

Success Metrics:

• Improved retention rates of top clients.

• Increased client activation and engagement.

• Measurable revenue increments from top 5% clients.

• Enhanced client satisfaction and long-term loyalty.

Who you are:

• Minimum 2 years of experience in the broking/financial markets industry.
• Good quantitative and analytical skills.
• Excellent oral and written communication skills.
• Customer service and relationship management expertise.
• Good knowledge of financial markets.
• Comfortable working in a target-oriented environment.
• Fluency in Hindi, English and additional proficiency in the local language would be an advantage.

What's in it for You?

• Flexible work model: Whether you're remote, hybrid, or in-office, we trust you to work where you thrive and deliver with impact.
• Empowered Growth: We invest in your growth and empower you to explore your full potential.
• Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more.

For a deeper dive into our company culture and vision, explore our Company Deck.

At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI).

As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.