Rakesh Yadav, CFP

Rakesh Yadav, CFP has a diverse work experience spanning over several years. Rakesh started their career at Karvy Computershare in 2010, where they served as an Officer in Client Services. During their time there, they were commended for their operational execution and received positive feedback from clients. Rakesh also played a role as a mentor to junior team members.

In 2012, Rakesh moved to HDFC Mutual Fund as an Executive in Client Service. Their responsibilities included directly interacting with HNI clients and resolving their queries through various channels such as mails, calls, and fax. Rakesh also ensured error-free and complete reporting at the RTA level by checking all applications and coordinated with other teams for any processing discrepancies.

In 2016, Rakesh joined PGIM India Mutual Fund as a Manager in Institutional Sales. Rakesh handled institutional sales of financial products and engaged with corporate treasury heads, family offices, HNI individuals, distribution houses, and non-individual entities. Their expertise in building relationships and promoting financial products contributed to their success in this role.

Overall, Rakesh Yadav's work experience highlights their proficiency in client servicing, operational execution, and sales within the financial industry.

Rakesh Yadav earned a Bachelor of Science degree from Kamla Nehru Institute of Physical and Social Sciences in Sultanpur from 2002 to 2005. Rakesh then pursued an MBA with a specialization in Finance and Marketing from GIMT Institute of Management and Technology in Gr. Noida, graduating between 2008 and 2010. Rakesh's education in Financial Planning includes a certification as a Certified Financial Planner (CFP) from the Financial Planning Standard Board, completed from 2020 to 2021, and a Retirement Readiness Certificate (RRC) from the Centers for Investment Education and Learning in 2019. Additionally, they obtained a certification in Mutual Fund Distribution through the NISM-Series-V-A: Mutual Fund Distributors Certification Examination in 2018 from the National Institute of Securities Markets.