Rakesh Hanumantprasad Tiwari
Thane
Summary
Dynamic wealth management professional with a proven track record at IIFL Capital Securities Ltd, excelling in portfolio management and client relationship management. Adept at driving revenue growth through innovative sales strategies and team leadership, consistently achieving performance targets while enhancing client satisfaction and engagement.
Overview
18
18
years of professional experience
Work History
AVP
IIFL CAPITAL SECURITIES LTD
03.2025 - Current
- Managed relationships with high-net-worth clients by facilitating collaborative meetings with relationship managers to enhance service delivery.
- Developed and reviewed client portfolios to align with financial goals.
- Executed sales of equity and third-party products to meet client needs.
- Generated revenue through targeted sales strategies with team.
SR. Wealth Manager
TATA CAPITAL
08.2023 - 09.2024
- Developed and reviewed portfolios to align with client objectives.
- Facilitated sales of equity and third-party products, contributing to portfolio diversification.
- Generated revenue through channel partner relationships.
- Delivered training programs and organized joint meetings to improve teamwork and project outcomes.
Manager
IIFL SECURITIES LTD
12.2020 - 08.2023
- Managed high-net-worth client relationships to ensure satisfaction and retention.
- Generated revenue through strategic client engagement.
- Facilitated sales of equity and third-party products to enhance client portfolios.
- Portfolio Generation & Review.
WM
KARVY PVT WEALTH
10.2019 - 11.2020
- Facilitated sales of equity and third-party products, driving customer engagement.
- Managed relationships with high-net-worth clients, enhancing service delivery and satisfaction.
- Generated revenue through strategic sales initiatives.
- Portfolio Generation & Review.
TM
RELIANCE SECURITIES LTD
07.2017 - 07.2019
- Led team sales for equity, mutual funds, life insurance, general insurance, portfolio management services, new fund offerings, and real estate.
- Consistently met monthly performance targets to drive revenue growth.
- Managed team of 9 to successfully meet project goals.
- Executed lead generation activities, resulting in increased client interest.
- Training & Doing Joint call with team.
- Directed branch revenue generation while maintaining cost control.
RM
PNBMET LIFE INDIA INSURANCE CO LTD
08.2016 - 04.2017
- Managed operations for 3 branches of PNB Bank.
- Achieved monthly performance targets consistently.
- Formulated strategies to drive business expansion initiatives.
- Trained staff and conducted joint calls to enhance collaboration.
- Support Function for Punjab National Bank.
TL
SIGMA GROUP OF FINANCIAL SERVICES
01.2009 - 07.2016
- Managed team of 12 relationship managers to achieve sales goals.
- Achieved team targets for relationship management business.
- Managed team budget effectively to ensure project funding.
- Executed cross-selling of insurance products, enhancing client portfolios.
- Sales of Demat & Trading account.
Education
T.Y.BCOM -
Mumbai university
Mumbai01-2012
Higher Secondary -
Nutan Night Collage
Mumbai01-2007
Senior Secondary -
Vardhamaan English Medium High School
Mumbai01-2004
Skills
- Portfolio management
- Wealth strategy development
- Investment analysis
- Financial modeling
- Risk management
- Client relationship management
- Revenue generation
- Team leadership
Languages
- Hindi
- Marathi
- English
- Hindi
- Marathi
Personal Information
- Father's Name: Hanumantprasad A. Tiwari
- Date of Birth: 10/12/88
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
AVP
IIFL CAPITAL SECURITIES LTD
03.2025 - Current
SR. Wealth Manager
TATA CAPITAL
08.2023 - 09.2024
Manager
IIFL SECURITIES LTD
12.2020 - 08.2023
WM
KARVY PVT WEALTH
10.2019 - 11.2020
TM
RELIANCE SECURITIES LTD
07.2017 - 07.2019
RM
PNBMET LIFE INDIA INSURANCE CO LTD
08.2016 - 04.2017
TL
SIGMA GROUP OF FINANCIAL SERVICES
01.2009 - 07.2016
T.Y.BCOM -
Mumbai university
Higher Secondary -
Nutan Night Collage
Senior Secondary -
Vardhamaan English Medium High School