Experienced Relationship Manager with over a decade in the financial services industry, specializing in wealth management, equity dealing, and retail investment solutions. Proven track record in managing HNI portfolios with an investment AUM of ₹90 Cr and over ₹450 Cr in FD and CASA. Skilled in Demat and Trading account acquisition, trade execution, and cross-selling a wide range of financial products including mutual funds, PMS, AIFs, and insurance. Adept at client relationship management, branch-level coordination, revenue generation, and regulatory compliance. Strong exposure to both advisory and transactional roles with hands-on experience in leading platforms like SBI Wealth App, YONO, and online trading terminals.