Rakesh Ojha Email and Phone Number
Rakesh Ojha work email
- Valid
Rakesh Ojha personal email
- Valid
Private Banker with 18 years of Wealth Management experience in building strategic client relationships. Consistently exceeding company objectives to secure client satisfaction and loyalty. An effective communicator with the ability to develop instant rapport which ultimately increases revenues and profits. Experience in understanding the Financial needs of all types of clients. Focused on consistently achieving top revenue results. Detail-oriented with strong organizational and analytical skills. Energetic,team-player with positive attitude that thrives in a fast paced environment.
Client Associates
View- Website:
- clientassociates.com
- Employees:
- 127
-
Vice PresidentClient Associates Oct 2023 - PresentGurugram, Haryana, India
-
Client Partner - Private WealthIcici Securities Jun 2021 - Oct 2023New Delhi, Delhi, India -
Vice PresidentAnand Rathi Financial Services Limited Jul 2017 - May 2021New Delhi Area, India• Presented financial planning seminars to existing and prospective clients.• Fostered successful relationships with UHNI clients, providing them with top of the line financial advisement.• Discovered undervalued investments and identified long term sustainable growth by data backed advisory.• Provided high quality investment guidance to clients based on their needs, goals, and lifestyle. -
Team HeadAllegro Capital Advisors Oct 2013 - Jun 2017Gurgaon, India• Managing a Team of three Senior Relationship Managers.• Advising Clients on investments like Alternate Investmenet Fund, Portfolio Management Services, Mutual Funds, Broking.• Worked closely with the Investment Banking Team on the leads generated for Capital Raising or Mergers and Acquisition. -
Relationship Manager - Private BankingDeutsche Bank Apr 2012 - Oct 2013Gurgaon, Haryana• Managing Key clients of the bank with relationship size of over 25 Lakhs.• Investment Advisory through Mutual Fund, Portfolio Management Services and Private Equity products.• Providing end to end services in Forex, Loans, Mortgages and other banking services. -
Relationship Manager - Priority BankingStandard Chartered Bank Aug 2010 - Mar 2012Noida, Uttar Pradesh• Managing existing clients of the bank and also acquiring new clients through references and cold calling.• Advising clients on their Investments in Mutual Fund, Portfolio Management Services, Insurance and Broking.• Providing end to end services in Forex, Loans, Mortgages and other banking services. -
Relationship ManagerReligare Private Wealth Sep 2006 - Aug 2010New Delhi, Delhi•Identifying and sourcing High networth Clients.•Meeting and advising clients regarding Shares, Mutual Funds, Portfolio schemes, structured product and Public Issues by critical analysis of various factors like risk appetite, timing horizon etc.
Rakesh Ojha Skills
Rakesh Ojha Education Details
-
Wigan & Leigh CollegeMarketing, Economics, Advertising, Financial Management -
Baldwin Methodist CollegePhysics, Maths, Biology, Chemistry
-
Baldwin Boys High SchoolScience
Frequently Asked Questions about Rakesh Ojha
What company does Rakesh Ojha work for?
Rakesh Ojha works for Client Associates
What is Rakesh Ojha's role at the current company?
Rakesh Ojha's current role is Vice President - Wealth Management and Estate Planning.
What is Rakesh Ojha's email address?
Rakesh Ojha's email address is ra****@****ors.com
What schools did Rakesh Ojha attend?
Rakesh Ojha attended Wigan & Leigh College, Baldwin Methodist College, Baldwin Boys High School.
What are some of Rakesh Ojha's interests?
Rakesh Ojha has interest in Reading Books, Social Services, Children, Traveling, Poverty Alleviation.
What skills is Rakesh Ojha known for?
Rakesh Ojha has skills like Portfolio Management, Banking, Investments, Mutual Funds, Financial Services, Relationship Management, Investment Advisory, Team Management, Private Banking, Wealth Management, Capital Markets, Sales.
Who are Rakesh Ojha's colleagues?
Rakesh Ojha's colleagues are Pragyan Chandra, Abhinandh N., Madhu Kumar, Ca Priyanshu Girdhar, Kiran Gilatar, Prachi Rai, Milan Mehra.
Not the Rakesh Ojha you were looking for?
-
1asialawoffices.com -
1acg-world.com -
-
Rakesh Ojha
Dgm Projects At Trl Krosaki Refractories Limited (Formerly Tata Refractories Limited)Jharsuguda
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial