Badal Luthra

Results-driven Relationship Manager with over 10 years of experience in the financial services and securities industry. Proven track record in client relationship management, investment advisory, and sales of financial products. Skilled at building and maintaining strong client portfolios, driving revenue growth, and ensuring customer satisfaction through expert financial guidance.

Senior Relationship Manager - Indiabulls Securities Ltd.

(2024-05 - 2025-02)

• Managed and expanded client base with focus on high-value investors
• Provided portfolio advice aligned with client risk profiles
• Achieved consistent monthly revenue and target performance

Senior Relationship Manager - Religare Broking Ltd.

(2023-02 - 2024-05)

• Developed investment strategies and maintained client relationships
• Generated new business through referrals and cold calling
• Contributed to cross-selling of mutual funds and insurance products

Assistant Manager - Motilal Oswal Financial Services Ltd.

(2022-08 - 2023-01)

• Handled trading and investment portfolios for retail clients
• Ensured compliance with SEBI and company regulations

Assistant Manager - Kotak Securities Ltd.

(2018-04 - 2022-07)

• Oversaw client onboarding, KYC, and trading support
• Increased AUM and client base through relationship-building initiatives

Relationship Manager - SMC Global Securities Ltd.

(2017-02 - 2018-03)

• Managed equity trading for clients and ensured smooth operations
• Provided advisory support to improve client investment outcomes

MBA - Finance & Marketing - Lovely Professional University (2015)

B.Com - Maharishi Dayanand University, Rohtak (2012)

Senior Secondary - Board of School Education, Haryana (2009)

Secondary - Board of School Education, Haryana (2007)