Experienced Relationship Manager with 3+ years of experience at HDFC Securities, specializing in client relationship management, investment advisory, and branch dealing operations. Proven ability to manage retail and HNI clients, understand financial goals, and recommend suitable products such as mutual funds, equities, IPOs, and insurance solutions.
Position: relationship manager
Date: 2025-05-12 to 2025-12-30Position: client service
Date: 2024-11-17 to 2025-05-09Position: client service
Date: 2023-03-04 to 2024-11-15