- 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 current 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 new 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