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تم إلغاء حظر المستخدم بنجاح
Rakesh Yadav, Associate Sales Consultant

Rakesh Yadav

Associate Sales Consultant·PolicyBazaar Insurance Broker

الإمارات العربية المتحدة

بكالوريوس, Commerce

الخبرة العملية

مجموع سنوات الخبرة: 10 سنوات, 2 أشهر

Associate Sales Consultant

فبراير 2026 - حتى الآن

PolicyBazaar Insurance Broker

دبي، الإمارات العربية المتحدة

فبراير 2026 - حتى الآن

▸ Drive end-to-end health insurance sales lifecycle — from first contact to policy issuance — with a focus on high
conversion and client satisfaction
▸ Conduct in-depth needs assessments to position tailored insurance solutions for expat individuals and families
across the UAE
▸ Build a structured client pipeline and maintain relationships that generate referrals and repeat business
▸ Navigate UAE insurance compliance, underwriting protocols, and regulatory requirements with precision

مجال الشركة:
التأمين
الدور الوظيفي:
المبيعات

Manager – Commercial Banking Group

مارس 2024 - أبريل 2026

Axis Bank Ltd

Thane، الهند

مارس 2024 - أبريل 2026

▸ Managed a portfolio of 350+ HNI and business-owner relationships, growing wallet share through targeted cross
sell of transaction banking, trade, and asset products
▸ Led end-to-end onboarding of large corporate accounts, coordinating seamlessly across credit, compliance, and
operations — compressing turnaround times significantly
▸ Engaged directly with promoters and C-suite executives, crafting solution narratives that aligned banking
capabilities to business growth objectives
▸ Conducted structured portfolio reviews to proactively identify revenue gaps and capital solutions before clients
articulated the need

مجال الشركة:
البنوك
الدور الوظيفي:
البنوك

Chief Manager – Emerging Corporate RM

أغسطس 2023 - أبريل 2026

IndusInd Bank

مومباي، الهند

أغسطس 2023 - أبريل 2026

▸ Accelerated acquisition within an SME and HNI portfolio of 250+ clients by leading consultative discovery calls that
consistently moved prospects to the proposal stage
▸ Recommended bespoke banking and asset solutions backed by rigorous financial assessments, strengthening
client trust and deepening relationship value
▸ Partnered with internal stakeholders to track execution milestones and deliver superior client outcomes against
aggressive quarterly targets

مجال الشركة:
البنوك

Deputy Manager

يناير 2023 - أبريل 2026

Kotak Mahindra Bank

مومباي، الهند

يناير 2023 - أبريل 2026

▸ Drove CASA revenue growth through a disciplined cross-sell approach on branch-based business and individual
client portfolios
▸ Ensured seamless onboarding and service delivery by maintaining tight coordination with backend operations and
credit teams

مجال الشركة:
البنوك
الدور الوظيفي:
المحاسبة والتدقيق

Cluster Relationship Manager – Bancassurance

يوليو 2021 - أبريل 2026

Niva Bupa Health Insurance

مومباي، الهند

يوليو 2021 - أبريل 2026

▸ Controlled a high-volume bancassurance cluster spanning 120+ bank branches, driving consistent business
volumes across partner institutions
▸ Recruited, onboarded, and coached a field team of 10+ sales executives — instilling a performance culture that
delivered 30%+ revenue target overachievement
▸ Designed territory plans and productivity tracking systems that maximised sales per executive and reduced
underperformance cycles
▸ Sustained high customer retention by embedding proactive relationship touchpoints throughout the policy lifecycle

مجال الشركة:
التأمين

Manager, Commercial Banking Group

مارس 2024 - يناير 2026

Axis Bank Ltd,

Thane، الهند

مارس 2024 - يناير 2026

• Cultivated and managed high-net-worth individual (HNI) and business-owner relationships, emphasizing transaction banking and maximizing wallet share.
• Spearheaded the end-to-end onboarding process for large corporate accounts, ensuring seamless collaboration with credit, compliance, and operations teams.
• Established and nurtured strong relationships with promoter and C-suite stakeholders, driving engagement continuity and contributing to revenue growth.
• Executed structured portfolio reviews to pinpoint banking and capital solutions tailored to client needs, enhancing overall client satisfaction and retention.
• Leveraged insights from client interactions to inform product development and strategy, aligning offerings with market demands and client expectations.

مجال الشركة:
البنوك
الدور الوظيفي:
البنوك

Chief Manager, Emerging Corporate

أغسطس 2023 - يناير 2026

IndusInd Bank,

مومباي، الهند

أغسطس 2023 - يناير 2026

• Led the management of SME and HNI portfolios, driving acquisition strategies and enhancing client relationships through targeted cross-sell initiatives.
• Conducted comprehensive financial assessments and portfolio reviews, delivering tailored banking and asset solutions that align with client needs.
• Collaborated cross-functionally to streamline processes, ensuring effective execution and significantly improving client outcomes.
• Leveraged data analytics to identify market trends and client preferences, informing product development and enhancing service offerings.
• Championed client feedback initiatives to refine product strategies, resulting in increased satisfaction and retention rates.

مجال الشركة:
البنوك
الدور الوظيفي:
المحاسبة والتدقيق

Deputy Manager

يناير 2023 - يناير 2026

Kotak Mahindra Bank,

مومباي، الهند

يناير 2023 - يناير 2026

• Managed diverse client portfolios, driving onboarding processes and enhancing customer experience to support revenue growth initiatives.
• Collaborated with cross-functional teams to streamline operations, ensuring efficient service delivery and execution of product strategies.
• Analyzed client feedback and market trends to inform product development, enhancing product offerings to meet customer needs.
• Leveraged data-driven insights to identify opportunities for product improvement and innovation, contributing to overall business objectives.
• Fostered strong relationships with stakeholders to align product vision with market demands, ensuring successful product launches and adoption.

مجال الشركة:
البنوك
الدور الوظيفي:
المحاسبة والتدقيق

Cluster Relationship Manager, Bancassurance

يوليو 2021 - يناير 2026

Niva Bupa Health Insurance,

مومباي، الهند

يوليو 2021 - يناير 2026

• Oversaw a network of 120+ bank branches, collaborating with partner banks to enhance client acquisition and strengthen relationship management.
• Successfully recruited, trained, and mentored a high-performing team of 10+ sales executives, achieving revenue growth of over 30%.
• Implemented strategic territory planning and productivity tracking, utilizing data-driven insights to optimize performance management and execution.
• Leveraged analytical skills to identify market trends and customer needs, driving product development initiatives that align with business objectives.
• Fostered cross-functional collaboration to enhance product offerings and improve customer satisfaction, ensuring a seamless client experience.

مجال الشركة:
التأمين
الدور الوظيفي:
البنوك

Team Leader –General Insurance & Loans

ديسمبر 2018 - يونيو 2021

Turtlemint Insurance Broker (Fintech Blue Solution Pvt. Ltd.)

مومباي، الهند

ديسمبر 2018 - يونيو 2021

▸ Led cross-functional execution in a fast-paced fintech environment, translating product complexity into client-ready
messaging that accelerated adoption
▸ Spearheaded training programmes that elevated team product knowledge and customer engagement quality
across key accounts
▸ Analysed performance data to refine sales processes and align delivery to evolving customer and market
demands

مجال الشركة:
التأمين

Customer Advisor

مارس 2016 - أكتوبر 2018

Coverfox Insurance Broking Pvt. Ltd.,

مومباي، الهند

مارس 2016 - أكتوبر 2018

• Engaged in a client-facing advisory role, conducting thorough needs assessments to identify product fit and drive customer satisfaction.
• Recommended tailored product solutions that enhanced user experience and contributed to increased retention rates.
• Developed strong communication skills through structured client conversations, fostering trust and long-term relationships.
• Collaborated with cross-functional teams to align product offerings with client needs, enhancing overall product strategy.
• Leveraged insights from client interactions to inform product development and improve service delivery, demonstrating a proactive approach to problem-solving.
• Gained foundational experience in retention management, focusing on customer loyalty and continuous engagement strategies.

مجال الشركة:
التأمين
الدور الوظيفي:
خدمة العملاء ومركز الإتصال

Customer Advisor – Health Insurance

مارس 2016 - أكتوبر 2018

Coverfox Insurance Broking Pvt. Ltd.

مومباي، الهند

مارس 2016 - أكتوبر 2018

▸ Built foundational expertise in structured health insurance advisory — qualifying client needs, recommending
products, and managing renewals with high retention rates
▸ Developed early mastery in objection handling and closing, establishing a client-first consultation style carried
throughout career

مجال الشركة:
التأمين

التعليم

Himalayan University

سبتمبر 2020

سبتمبر 2020

بكالوريوس، Commerce

الهند

المعدل التراكمي (نسبة مئوية): 68%

المعدل التراكمي (نسبة مئوية): 68%

Himalayan University

أغسطس 2020

أغسطس 2020

بكالوريوس، Commerce

الهند

Imperial Institute of Engineering & Management

ديسمبر 2008

ديسمبر 2008

دبلوم، Mechanical Engineering

الهند

Imperial Institute of Engineering & Management

أبريل 2008

أبريل 2008

دبلوم، Mechanical Engineering

الهند

Skills

Stakeholder Management
Expert
Stakeholder Management
Expert
CLIENT SERVICES
Intermediate
CLIENT SERVICES
Intermediate
COMMERCIAL BANKING
Intermediate
COMMERCIAL BANKING
Intermediate
FINANCIAL SERVICES
Intermediate
FINANCIAL SERVICES
Intermediate
FINANCIAL TECHNOLOGY FINTECH
Intermediate
FINANCIAL TECHNOLOGY FINTECH
Intermediate
INTERPERSONAL COMMUNICATIONS
Intermediate
INTERPERSONAL COMMUNICATIONS
Intermediate
NEEDS ASSESSMENT
Intermediate
NEEDS ASSESSMENT
Intermediate
ONBOARDING STRATEGIES
Intermediate
ONBOARDING STRATEGIES
Intermediate
SME FINANCE
Intermediate
SME FINANCE
Intermediate
COMMERCIAL BANKING
Intermediate
COMMERCIAL BANKING
Intermediate
CONSULTATIVE SELLING
Intermediate
CONSULTATIVE SELLING
Intermediate
EMPLOYEE COACHING
Intermediate
EMPLOYEE COACHING
Intermediate
FINANCIAL TECHNOLOGY FINTECH
Intermediate
FINANCIAL TECHNOLOGY FINTECH
Intermediate
INTERPERSONAL COMMUNICATIONS
Intermediate
INTERPERSONAL COMMUNICATIONS
Intermediate
LEADERSHIP
Intermediate
LEADERSHIP
Intermediate
RELATIONSHIP MANAGEMENT
Intermediate
RELATIONSHIP MANAGEMENT
Intermediate
SALES
Intermediate
SALES
Intermediate
STAKEHOLDER MANAGEMENT
Intermediate
STAKEHOLDER MANAGEMENT
Intermediate
TEAM LEADERSHIP
Intermediate
TEAM LEADERSHIP
Intermediate
COMMERCIAL BANKING
Intermediate
COMMERCIAL BANKING
Intermediate
CONSULTATIVE SELLING
Intermediate
CONSULTATIVE SELLING
Intermediate
EMPLOYEE COACHING
Intermediate
EMPLOYEE COACHING
Intermediate
FINANCIAL TECHNOLOGY FINTECH
Intermediate
FINANCIAL TECHNOLOGY FINTECH
Intermediate
INTERPERSONAL COMMUNICATIONS
Intermediate
INTERPERSONAL COMMUNICATIONS
Intermediate
LEADERSHIP
Intermediate
LEADERSHIP
Intermediate
RELATIONSHIP MANAGEMENT
Intermediate
RELATIONSHIP MANAGEMENT
Intermediate
SALES
Intermediate
SALES
Intermediate
STAKEHOLDER MANAGEMENT
Intermediate
STAKEHOLDER MANAGEMENT
Intermediate
TEAM LEADERSHIP
Intermediate
TEAM LEADERSHIP
Intermediate

اللغات

الانجليزية

متمرّس

الهندية

اللغة الأم

التدريب و الشهادات

الشهادات
Certification: Product Manager
Certification: Product Manager
Product Management
unlearn Product
Mar 2024

الهوايات والاهتمامات

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