Rajat Yadav
Pune
Summary
Dynamic financial professional with a proven track record at ICICI Securities, specializing in wealth management portfolios and effective customer communication. Excelled in client acquisition and portfolio growth, enhancing financial planning processes. Skilled in relationship building, demonstrated through successful client advisories and innovative financial solutions. Achieved significant client satisfaction and sales advancements at PNB Metlife.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager, Private Wealth Management
ICICI Securities.
Pune
06.2023 - Current
- Analysed client financial statements to offer tailored advice and products.
- Maintained accurate records of all client interactions within the company's CRM system.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Recommended new financial and accounting software packages. replacing various non-integrated offerings.
Sales Manager Intern
PNB Metlife
Pune
06.2022 - 09.2024
- Formulated successful ad campaigns and sales promotions for new products, increasing sales.
- Supported sales team members to drive growth and development.
- Participated in client meetings and sales calls to understand customer needs and requirements.
- Prepared presentations to demonstrate products and services to potential customers.
Education
MBA -
DR.DY PATIL VIDYAPEETH / MARKETING
Pune01-2023
Bachelor of Technology -
LOVELY PROFESSIONAL UNIVERSITY/AUTOMOBILE ENGINEER
PHAGWARA01-2021
12th - PCM
NATIONAL INSTITUTE OF OPEN SCHOOLING
Lucknow01-2017
10th -
CITY INTERNATIONAL SCHOOL
Lucknow01-2015
Skills
- Financial planning processes
- Loans
- Banking
- Effective customer communication
- Client acquisition
- New business generation
- Wealth management portfolios
- Service assistance
- Relationship building and management
- Risk management
- Financial advising
- Portfolio growth
Affiliations
- 2018-2021 : CMO(chief marketing officer) member in a student organization Paaigam.
- Organized a concert of B-Praak and Karan Aujla in Lovely Professional University
Languages
English
First Language
Hindi
Beginner
A1
Accomplishments
- Participated in ‘Crossonomics’ event organized by ECOSHASHTRA, LPU, February 2019.
- articipated in ‘Vishay Chapter-2’ organized by Paigam, LPU, September 2019. Participated
in 11th Annual Athletic Meet by LPU, March 2019. - Participated in “DIVYAYOGASESSION(Season-2) Organized by NSS, LPU, October 2019.
Certification
- NISM 5A certification.
- IRDA Certification.
- wealth Management certification.
Timeline
Relationship Manager, Private Wealth Management
ICICI Securities.
06.2023 - Current
Sales Manager Intern
PNB Metlife
06.2022 - 09.2024
MBA -
DR.DY PATIL VIDYAPEETH / MARKETING
Bachelor of Technology -
LOVELY PROFESSIONAL UNIVERSITY/AUTOMOBILE ENGINEER
12th - PCM
NATIONAL INSTITUTE OF OPEN SCHOOLING
10th -
CITY INTERNATIONAL SCHOOL
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