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
4
4
years of professional experience
1
1
Certification
Work History
Banking Partner- Pioneer Banking & Wealth
Indusind bank
Pune
01.2026 - Current
- Acquiring, growing and deepening HNI customer relationships through effective relationship management.
- Analyzed market trends to identify new business opportunities
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
- Identified opportunities for growth by analyzing current trends in the
marketplace and making strategic decisions based on those findings.
PrivateBanker, Private Wealth Management
ICICI Securities LIMITED
Pune
06.2023 - 01.2026
- 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
PuneBachelor of Technology -
LOVELY PROFESSIONAL UNIVERSITY/AUTOMOBILE ENGINEER
PHAGWARA12th - PCM
NATIONAL INSTITUTE OF OPEN SCHOOLING
Lucknow10th -
CITY INTERNATIONAL SCHOOL
LucknowSkills
- 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 Paigam.
- Organized a concert of B-Praak and Karan Aujla in Lovely Professional University
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
- CIEL: Wealth Management- Advance (Private Wealth Manager)
- CIEL: Equity Markets (Advance Level)
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
- IRDA Certification.
- wealth Management certification.
Languages
- English
- Hindi
- Marathi
Timeline
Banking Partner- Pioneer Banking & Wealth
Indusind bank
01.2026 - Current
PrivateBanker, Private Wealth Management
ICICI Securities LIMITED
06.2023 - 01.2026
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