• Build, lead, and motivate large teams, fostering a growth mindset and high performance
• Develop and execute business strategies aligned with the company's vision to drive revenue, client acquisition, and market share expansion
• Lead new account acquisition, product development, and management of the existing product suite
• Ensure high levels of customer experience and satisfaction.
• Build and maintain strong relationships with key clients, providing regular advice on market opportunities and trading strategies
• Innovate and leverage technology for current product launches and cost optimization.
• Build and maintain long-term relationships with clients, focusing on both acquiring new clients (especially HNI and Ultra HNI) and retaining existing ones
• Liaise with internal departments to ensure quick resolution of client queries




• Identify and pursue new business opportunities, including cross-selling financial products such as mutual funds, PMS, IPOs, and insurance.
• Monitor and analyze stock market trends to deliver timely, informed advice to clients
• Ensure that the customer actively trades after opening the account.
• Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Achieve revenue and client activation targets through effective advisory and relationship management
• Attain through knowledge about stock market terms and trading practices

📌 Relationship manager/ Branch Head (India)
🏢 RMoney
📍 India