Anirudh Yadav

Diversified financial services group with presence across capital markets, investment banking, depository services, SME advisory, and fintech-led platforms.

• Provide board-level leadership across investment strategy, capital deployment, and governance
• Oversee the creation and execution of investment banking and SME capital market initiatives
• Designed institution-ready IPO Readiness Assessment (IRA) framework for growth-stage companies
• Advise promoters on capital structuring, valuation strategy, listing readiness, and governance
• Support strategic alliances, fundraising discussions, and long-term platform scalability
• Contribute to strategic planning, governance frameworks, compliance, and risk oversight.

Founder-led SEBI-registered investment advisory firm serving retail and HNI clients across India.

• Conceptualised, launched, and scaled a SEBI-registered investment advisory from inception
• Built a 150+ member organisation spanning sales, advisory, research, analytics, and operations
• Established compliant advisory processes, research governance, and client engagement frameworks
• Led nationwide client acquisition, retention, and revenue expansion initiatives
• Oversaw budgeting, forecasting, hiring, training, and performance evaluation
• Positioned the firm as a recognised media and industry brand, including appearances on CNBC Awaaz

• Developed and implemented strategies to increase sales and market share.
• Identified potential clients, built relationships, and negotiated contracts.
• Conducted research on industry trends, competitor activities, and customer needs.
• Organised meetings between senior management and prospective customers.
• Provided training to sales staff on effective communication techniques when dealing with clients.
• Managed all aspects of client accounts, including contract negotiations, project planning, budgeting, invoicing and payment processing.
• Coordinated product launches by creating detailed launch plans based on market analysis data.
• Led client acquisition and market expansion initiatives within financial advisory services.

• Early career roles building strong foundations in customer acquisition, relationship management, territory sales, and market research.
• Built and maintained relationships with new and existing clients while providing a high level of expertise.
• Coordinated efforts between various departments, such as sales, credit assessment, and operations teams for smooth delivery of services to clients.
• Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
• Spearheaded client retention initiative that significantly reduced churn rates through strategic engagement efforts.
• Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.