Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Extra-Curricular Activities
Hobbies and Interests
Timeline
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Pradeep Yadav

Mumbai

Summary

Experienced professional with over 7.8 years in Financial Services, Wealth Management, and Portfolio Management. Specializes in Financial Planning, Capital Markets, Debt Capital Market, Mutual Funds, and Insurance. Demonstrates proficiency in leadership, customer service, financial analysis, and risk management. Known for fostering robust corporate relationships, steering business development, and driving enduring value. Seeking a challenging role to leverage expertise for substantial impact in a dynamic setting. Open to opportunities that align with capabilities and knowledge.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Wealth Manager

JM Financial Services Limited
01.2022 - 12.2023
  • Fostered and nurtured strong relationships with high-net-worth and ultra-high-net-worth clients, as well as family offices, leading to a significant increase in revenue growth and enhanced client satisfaction.
  • Implemented strategic decision-making and effective risk management strategies that resulted in a successful performance of client portfolios.
  • Leveraged strong negotiation skills and a customer-centric approach to elevate service delivery standards, ensuring a high level of client satisfaction.
  • Enhanced operational efficiency, leading to a substantial increase in company profitability.
  • Cultivated enduring client relationships and provided superior financial solutions, resulting in a notable boost in client retention and loyalty.

Wealth Manager

Tata Capital Financial Services Limited
01.2020 - 12.2021
  • Managed private equity, structured, and non-structured products, PMS, AIF, unlisted shares, and mortgage products for MSMEs with a focus on maximizing returns.
  • Executed corporate debt restructuring strategies to improve financial performance, resulting in increasing profitability.
  • Optimized investment portfolios to achieve maximum returns, demonstrating expertise in financial management.

Key Relationship Manager

ICICI Securities Limited
01.2018 - 12.2019
  • Resolved customer complaints, delivering exceptional service, resulting in client satisfaction.
  • Coordinated with the product support system to expand investment products, including Private Equity, AIF, PMS, Mutual Funds, Currency Trade, Real Estate, and High Yield Debt.
  • Managed relationships with HNI clients, aligning investment products with their risk profile, leading in client acquisition.
  • Proposed strategic asset allocation, optimizing portfolios and driving increasing overall returns.
  • Contributed to a substantial expansion in the product portfolio by sourcing diverse asset products such as Home Loans, Mortgage, LAS, LAP, and Debt syndication.
  • Prepared and presented detailed reports and presentations to senior management, enabling data-driven decision-making and strategic planning.

Assistant Manager

AXIS SECURITIES & SALES
01.2017 - 12.2018
  • Achieved sales targets consistently by promoting a full range of banking products.
  • Successfully acquired new customers through effective cross-selling techniques.
  • Demonstrated 100% accuracy in product pitching and sales transactions to ensure compliance.
  • Exceeded revenue targets by delivering exceptional performance.

Education

B.Com - Commerce

Mumbai University
01.2017

Skills

  • HNI Sales
  • Wealth Management
  • Retirement Planning
  • Tax Planning
  • Relationship Management
  • Portfolio Planning
  • Investment Planning
  • Financial Planning
  • Investment Advisory
  • HNI Acquisition
  • Financial Modelling
  • Financial Advisory
  • Private Banking
  • Finance

Certification

  • IRDA, 04/30/26
  • AMFI, 04/30/26

Accomplishments

  • Promoted to Key Relationship Manager Jul 2021 (S3)
  • Promoted to Senior Relationship Manager Dec 2020 (S2)
  • Honor's: ICICI Securities Limited
  • 2020: Take off Champion (Top Ten RM in Pan India)
  • 2021: Award of Excellence: - Life INSURANCE Aug
  • 2021: Award of Excellence: - Life INSURANCE October
  • 2021: Award of Excellence: - SIP Mutual Fund
  • 2021: Award of Excellence: Investment Advisory Services
  • 2021: Award of Excellence: - Life INSURANCE Nov

Languages

English
Hindi

Extra-Curricular Activities

Best Performer in Insurance

Hobbies and Interests

  • Playing Cricket
  • Listening Music
  • Travelling

Timeline

Wealth Manager

JM Financial Services Limited
01.2022 - 12.2023

Wealth Manager

Tata Capital Financial Services Limited
01.2020 - 12.2021

Key Relationship Manager

ICICI Securities Limited
01.2018 - 12.2019

Assistant Manager

AXIS SECURITIES & SALES
01.2017 - 12.2018

B.Com - Commerce

Mumbai University

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Pradeep Yadav