RAKESH KUMAR YADAV
SENIOR EXECUTIVE MANAGER
Delhi
Summary
Results-driven Relationship Management professional with 5+ years of experience in equity broking and financial services, specializing in direct sales and client acquisition. Experienced in managing retail clients, portfolio servicing, and cross-selling investment products. Proven track record of building long-term client relationships and driving consistent revenue growth. Strong client-handling skills with a customer-focused approach. Seeking a Relationship Manager role to leverage sales, advisory, and client engagement expertise.
Overview
5
5
years of professional experience
1
1
Certification
2
2
Languages
Work History
Senior Executive Manager
MOTILAL OSWAL WEALTH LTD
10.2024 - Current
- Drove direct-to-consumer sales of equity broking and investment products for retail clients.
- Built a steady client base through field sales, referrals, and digital lead generation.
- Conducted client need analysis and risk profiling to suggest suitable investment options.
- Increased wallet share through cross-selling and up-selling of trading and investment solutions.
- Managed end-to-end client onboarding, KYC compliance, account activation, and ongoing servicing.
Assistant Manager
Kotak Securities Ltd
04.2021 - 08.2024
- Managed sales and distribution of mutual fund and equity investment solutions for retail investors.
- Generated business through direct client interaction, referrals, and local market prospecting.
- Assessed client risk appetite and recommended appropriate investment solutions.
- Executed cross-selling and up-selling to grow client portfolios and revenue.
- Handled KYC, account activation, and post-investment servicing in line with compliance norms.
Education
MBA -
SUBHARATI UNIVERSITY MEERUT
MEERUT 04.2001 -
B.COM -
MUMBAI UNIVERSITY
MUMBAI01-2015
H.S.C -
UP BOARD
UP01-2006
Skills
Client Relationship Management ( B2C – Retail & HNI Investors)
Equity & Derivatives Sales (Cash, F&O)
Customer service
Money handling
Team leadership
Portfolio management
Mutual Funds & Investment Products
Certification
IRDAI Certified
Timeline
Senior Executive Manager
MOTILAL OSWAL WEALTH LTD
10.2024 - Current
Assistant Manager
Kotak Securities Ltd
04.2021 - 08.2024
MBA -
SUBHARATI UNIVERSITY MEERUT
04.2001 -
B.COM -
MUMBAI UNIVERSITY
H.S.C -
UP BOARD