Vice President
Current
Oct 2023 - Present
AeroLeads people directory · profile
Rakesh Ojha Email & Phone Number
Vice President - Wealth Management and Estate Planning
at
Client Associates
1 work email found
@allegroadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - Wealth Management and Estate Planning
Location
New Delhi, Delhi, India
Company size
Who is Rakesh Ojha? Overview
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Quick answer
Rakesh Ojha is listed as Vice President - Wealth Management and Estate Planning at Client Associates, a with 127 employees, based in New Delhi, Delhi, India. AeroLeads shows a work email signal at allegroadvisors.com and a matched LinkedIn profile for Rakesh Ojha.
Rakesh Ojha previously worked as Vice President at Client Associates and Client Partner - Private Wealth at Icici Securities. Rakesh Ojha holds Pgdbm, Marketing, Economics, Advertising, Financial Management from Wigan & Leigh College.
Company email context
Email format at Client Associates
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{first}.{last}@allegroadvisors.com
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AeroLeads found 1 current-domain work email signal for Rakesh Ojha. Compare company email patterns before reaching out.
Profile bio
About Rakesh Ojha
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.
Listed skills include Portfolio Management, Banking, Investments, Mutual Funds, and 27 others.
Current workplace
Rakesh Ojha's current company
Company context helps verify the profile and gives searchers a useful next step.
Client Associates
7 roles
Rakesh Ojha work experience
A career timeline built from the work history available for this profile.
Client Partner - Private Wealth
Jun 2021 - Oct 2023
Vice President
• 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.
Jul 2017 - May 2021
Team Head
• 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.
Oct 2013 - Jun 2017
Relationship Manager - Private Banking
• 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.
Apr 2012 - Oct 2013
Relationship Manager - Priority Banking
• 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.
Aug 2010 - Mar 2012
Relationship Manager
•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.
Sep 2006 - Aug 2010
Team & coworkers
Colleagues at Client Associates
Other employees you can reach at clientassociates.com. View company contacts for 127 employees →
SL
Satish L H
Colleague at Client AssociatesNagpur, Maharashtra, India
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KJ
Khushi Jain
Colleague at Client AssociatesDelhi, India
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PJ
Priyal Jindal
Colleague at Client AssociatesNew Delhi, Delhi, India
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LV
Lakshya Verma
Colleague at Client AssociatesGurugram, Haryana, India
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NS
Nikita Singh
Colleague at Client AssociatesGurugram, Haryana, India
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SN
Sonia Nagpal
Colleague at Client AssociatesDelhi, India
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NM
Niket Mehra
Colleague at Client AssociatesGreater Delhi Area, India
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AK
Arjun Kohli
Colleague at Client AssociatesGurgaon, Haryana, India
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RM
Rohit Murthy
Colleague at Client AssociatesBengaluru, Karnataka, India
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YG
Yashraj Gupta
Colleague at Client AssociatesGurugram, Haryana, India
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Satish L H
Colleague at Client AssociatesNagpur, Maharashtra, India
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KJ
Khushi Jain
Colleague at Client AssociatesDelhi, India
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PJ
Priyal Jindal
Colleague at Client AssociatesNew Delhi, Delhi, India
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LV
Lakshya Verma
Colleague at Client AssociatesGurugram, Haryana, India
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NS
Nikita Singh
Colleague at Client AssociatesGurugram, Haryana, India
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SN
Sonia Nagpal
Colleague at Client AssociatesDelhi, India
View →
NM
Niket Mehra
Colleague at Client AssociatesGreater Delhi Area, India
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AK
Arjun Kohli
Colleague at Client AssociatesGurgaon, Haryana, India
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RM
Rohit Murthy
Colleague at Client AssociatesBengaluru, Karnataka, India
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YG
Yashraj Gupta
Colleague at Client AssociatesGurugram, Haryana, India
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3 education records
Rakesh Ojha education
Pgdbm, Marketing, Economics, Advertising, Financial Management
Wigan & Leigh College
P.U.C., Physics, Maths, Biology, Chemistry
Baldwin Methodist College
10, Science
Baldwin Boys High School
FAQ
Frequently asked questions about Rakesh Ojha
Quick answers generated from the profile data available on this page.
What company does Rakesh Ojha work for?
Rakesh Ojha works for Client Associates.
What is Rakesh Ojha's role at Client Associates?
Rakesh Ojha is listed as Vice President - Wealth Management and Estate Planning at Client Associates.
What is Rakesh Ojha's email address?
AeroLeads has found 1 work email signal at @allegroadvisors.com for Rakesh Ojha at Client Associates.
Where is Rakesh Ojha based?
Rakesh Ojha is based in New Delhi, Delhi, India while working with Client Associates.
What companies has Rakesh Ojha worked for?
Rakesh Ojha has worked for Client Associates, Icici Securities, Anand Rathi Financial Services Limited, Allegro Capital Advisors, and Deutsche Bank.
Who are Rakesh Ojha's colleagues at Client Associates?
Rakesh Ojha's colleagues at Client Associates include Satish L H, Khushi Jain, Priyal Jindal, Lakshya Verma, and Nikita Singh.
How can I contact Rakesh Ojha?
You can use AeroLeads to view verified contact signals for Rakesh Ojha at Client Associates, including work email, phone, and LinkedIn data when available.
What schools did Rakesh Ojha attend?
Rakesh Ojha holds Pgdbm, Marketing, Economics, Advertising, Financial Management from Wigan & Leigh College.
What skills is Rakesh Ojha known for?
Rakesh Ojha is listed with skills including Portfolio Management, Banking, Investments, Mutual Funds, Financial Services, Relationship Management, Investment Advisory, and Team Management.
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