Rakesh Yadav

Results-driven Banking & Insurance professional with 10+ years of experience in Bancassurance, Wealth Management, and Relationship Management across leading financial institutions. Proven track record in lead generation, cross-selling financial products, achieving revenue targets, and managing affluent client relationships.

Senior Wealth Manager - Nuvama Wealth - Hyderabad

(2025-04 - 2026-02)

• Manage HNI/UHNI portfolios with custom financial plans
• Conduct KYC, risk profiling, and investment advisory
• Collaborate cross-functionally to optimize asset allocation.

Relationship Manager - Shriram Life Insurance

(2024-12 - 2025-03)

• Managing HNI clients.
• Educating and providing best mutual funds.

Business Development Manager - SBI Life Insurance Co. Ltd

(2022-11 - 2024-09)

• Bancassurance channel with SBI Bank.
• Generated leads with Branch Manager support.
• Consistently achieved daily life insurance targets.

Relationship Manager – Affluent - Max Life Insurance Co. Ltd

(2021-11 - 2022-10)

• Bancassurance with Axis Bank.
• Generated business through branch walk-ins and coordination with RM/BM/BRH.
• Achieved daily sales targets.

Sr. Corporate Agency Manager - HDFC Life Insurance Co. Ltd

(2018-09 - 2021-11)

• Bancassurance with HDFC Bank.
• Lead generation through PB, RM, and BM coordination.
• Achieved consistent insurance targets.

Sr. Financial Service Manager - ICICI Prudential Life Insurance Ltd

(2014-06 - 2018-02)

• Bancassurance with ICICI Bank.
• Managed branch walk-in customers and achieved business targets.

Research Associate - Shore Infotech Pvt Ltd

(2011-09 - 2013-01)

• IT research & profiling for US, UK, and Canada markets.

Customer Care Executive - CorpOne Staffing Solutions Pvt Ltd

(2009-02 - 2010-05)

• Awarded Best Agent (May 2009) for customer service excellence.

B.Com - Computers - KTTC Kaushik Degree College (2005 - 2008)

12th - Mahbub Junior College (2005)

10th (SSC) - ST Mary's High School (2003)