AeroLeads people directory · profile
Rahul Iyer Email & Phone Number
Manager - Corporate Strategy and Investor Relations
at
PolicyBoss
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Manager - Corporate Strategy and Investor Relations
Location
Mumbai, Maharashtra, India
Company size
Who is Rahul Iyer? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rahul Iyer is listed as Manager - Corporate Strategy and Investor Relations at PolicyBoss, a with 42 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Rahul Iyer.
Rahul Iyer previously worked as Associate - Corporate Strategy and Investor Relations at Policyboss and Associate - Financial Strategy at Tresvista. Rahul Iyer holds Post Graduate Diploma In Management, Finance, General from T.A.Pai Management Institute.
Company email context
Email format at PolicyBoss
This section adds company-level context without repeating Rahul Iyer's masked contact details.
PolicyBoss
Review company-level records connected to Rahul Iyer before choosing the right outreach path.
Profile bio
About Rahul Iyer
I am a dedicated and results-driven Financial Planning and Analysis (FP&A) professional with over 3 years of experience in the realms of financial, strategic, and risk analysis. My career journey has been marked by a commitment to developing and executing successful financial strategies and using quantitative and strategic aspects to drive growth and profitability for organizations.As a seasoned FP&A professional, my responsibilities have included:Budgeting and Reporting: I have been responsible for setting up annual budgets for different departments and meticulously maintaining monthly reports with variance and trend analysis. This attention to detail resulted in a commendable 10% reduction in operational expenses, a testament to my commitment to cost control and process optimization.Financial Analysis: I specialize in conducting comprehensive financial analyses to identify areas for cost control and process optimization. Forecasting: My experience extends to conducting sales, revenue, and margin forecasting across business units. Collaborating closely with department heads, I ensure that financial goals are in alignment with overall business objectives.Financial Modeling: I have developed intricate financial models for departments, facilitating effective cash flow management and profitability tracking. These models have played a pivotal role in strategic decision-making by providing insights and recommendations to senior management.Mentoring and Leadership: In addition to my analytical skills, I have excelled in leadership roles, leading and mentoring teams of analysts, and nurturing their growth.Client Engagement: My client-centric approach involves collaborating with clients to develop personalized financial plans that address their unique objectives and risk tolerance. This personalized approach has not only retained existing clients but also contributed to acquiring new ones.Python Development: I've had hands on experience in Python development and currently doing certifications to enhance my skills towards combining it with finance. I am passionate about quantitative analysis and thrive in a dynamic, results-oriented environment. I am open to new opportunities that allow me to contribute my expertise to facilitating organizational growth and success.Connect with me to explore collaboration and discuss how I can bring my financial acumen and strategic thinking to your team.
Current workplace
Rahul Iyer's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Rahul Iyer work experience
A career timeline built from the work history available for this profile.
Associate - Corporate Strategy And Investor Relations
Current
Nov 2023 - Present
Associate - Financial Strategy
Aug 2021 - Nov 2023
Wealth Manager
Assessing financial requirements of HNI clients as per their investmentportfolios and suggesting appropriate products for wealth enhancement. Analysing and formulating reports on fund performances of Mutual Fundsand ULIP products, and tracking Indian and Global markets on a regularbasis. Targeting and pitching prospective clients for the acquisition of wealth portfolio intobank’s services platform.
Nov 2020 - Jun 2021
Credit Analyst Intern
Analysed financials of Banks and NBFCs for reviewing their company andbusiness risk Performed data structuring and processing of financial statements usingPython which reduced the processing time significantly Developed credit reports for the company to make investment decisions
Jun 2020 - Oct 2020
Financial Analyst Intern
I worked as a Financial Analyst intern in Finance and Accounts department.My job responsibilities were- Benchmarking the annual reports of private Indian and International Insurers in terms of Reporting Standards, Risk Management Strategies, Financial performance, Embedded Value Report, Product Analysis. Analysing ULIP newsletters and assessed fund performance for SBI Life ULIP funds. Recommended potential competitor funds for the SBI Life ULIP funds based on asset mix, benchmark fund and Asset under Management. I worked towards reducing NAV and AUM computation time by 67% using Python frameworks. Awarded with a Letter of Appreciation for my quality and productivity
Apr 2019 - May 2019
Associate Software Engineer -
I worked for our client British Telecom in Geographical Information System (GIS) domain as a Python developer.My job responsibilities were - I was responsible for designed, developing and deploying plugins using Python for their proprietary software to assist clients technically which reduced their reliance on other softwares and reduced operating cost upto 90% Interacted with clients and travelled to client locations on a regular basis to understand their requirements during project acquisition phase. Managed profiles for network users and engineers, and provided technical assistance for the jobs required for clients Awarded badges for high productivity and performance and represented firm at Global HR conclave.
Aug 2014 - Apr 2016
Trainee
Nov 2012 - Dec 2012
Trainee
Bhilai Steel Plant
May 2011 - Jun 2011
4 education records
Rahul Iyer education
Post Graduate Diploma In Management, Finance, General
Bachelor Of Technology (B.Tech.), Electrical And Electronics Engineering
Senior Secondary
Sri Sankara Vidyalaya
Higher Secondary
Sri Sankara Vidyalaya
FAQ
Frequently asked questions about Rahul Iyer
Quick answers generated from the profile data available on this page.
What company does Rahul Iyer work for?
Rahul Iyer works for PolicyBoss.
What is Rahul Iyer's role at PolicyBoss?
Rahul Iyer is listed as Manager - Corporate Strategy and Investor Relations at PolicyBoss.
Where is Rahul Iyer based?
Rahul Iyer is based in Mumbai, Maharashtra, India while working with PolicyBoss.
What companies has Rahul Iyer worked for?
Rahul Iyer has worked for Policyboss, Tresvista, Icici Bank, Shriram Life Insurance, and Sbi Life Insurance Co. Ltd..
How can I contact Rahul Iyer?
You can use AeroLeads to view verified contact signals for Rahul Iyer at PolicyBoss, including work email, phone, and LinkedIn data when available.
What schools did Rahul Iyer attend?
Rahul Iyer holds Post Graduate Diploma In Management, Finance, General from T.A.Pai Management Institute.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Rahul Iyer you were looking for.
View similar profiles
