Ramachandran Ramamoorthy has been appointed as Associate Vice President & Cluster Head – B2B Sales at Motilal Oswal Financial Services Ltd., where he will lead B2B sales, IFA distribution, and business growth initiatives across Mumbai. In his new leadership role, he will oversee sales operations, partner acquisition, business strategy, and client engagement while driving revenue growth across a diverse portfolio of financial products, including demat accounts, equity, mutual funds, loans, insurance, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), bonds, and credit cards. With over a decade of experience in sales and operations, Ramamoorthy has built strong expertise in financial product distribution, sales leadership, partner development, vendor management, and operational excellence across the banking, capital markets, securities, fintech, insurance, and real estate sectors.
Prior to joining Motilal Oswal Financial Services Ltd., Ramamoorthy served as State Head – B2B Sales at Kotak Securities, where he led sales and operations for financial products through franchisees and Independent Financial Advisors (IFAs) across Maharashtra and Goa. During his tenure, he managed high-performing sales teams, expanded partner networks, and drove business growth across products including demat accounts, equity, mutual funds, PMS, AIFs, fixed deposits, and loans. Earlier, he also held the role of Senior Manager at Kotak Securities, focusing on sales operations, partner onboarding, franchisee development, IFA enablement, and wealth management solutions. Before that, he was Senior Manager at ICICI Lombard, where he managed sales and operations for a broad portfolio of commercial insurance products while strengthening agency performance and business development initiatives.
Earlier in his career, Ramamoorthy worked as Manager – Team Lead at HDFC Bank, leading teams responsible for banking product sales, operational excellence, and relationship management across products such as forex cards, credit cards, CASA, and insurance. He also spent over three years with Lodha Group, progressing from Management Trainee to Executive, where he contributed significantly to sales operations, channel development, customer acquisition, and revenue generation across the company’s real estate business. His professional journey began with a Summer Internship at Delex Cargo India Private Limited, where he gained early exposure to business analysis and operational processes within the air cargo sector.
With more than 10 years of experience spanning Motilal Oswal Financial Services Ltd., Kotak Securities, ICICI Lombard, HDFC Bank, Lodha Group, and Delex Cargo India Private Limited, Ramachandran Ramamoorthy has established a strong track record in sales leadership, business strategy, financial product distribution, partner ecosystem development, and operational management. His expertise in building high-performing teams, strengthening franchisee and IFA networks, optimizing sales processes, and delivering sustainable business growth positions him well to lead Motilal Oswal Financial Services’ B2B Sales operations as Associate Vice President & Cluster Head, driving continued expansion and customer-focused growth across the region.