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Rakesh Radhakrishnan, Cepa, Cert Cii Email & Phone Number
Sales Director - Wealth Management
at
Doo Group
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Sales Director - Wealth Management
Location
Dubai, United Arab Emirates, United Arab Emirates
Company size
Who is Rakesh Radhakrishnan, Cepa, Cert Cii? Overview
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Quick answer
Rakesh Radhakrishnan, Cepa, Cert Cii is listed as Sales Director - Wealth Management at Doo Group, a company with 719 employees, based in Dubai, United Arab Emirates, United Arab Emirates. AeroLeads shows a matched LinkedIn profile for Rakesh Radhakrishnan, Cepa, Cert Cii.
Rakesh Radhakrishnan, Cepa, Cert Cii previously worked as Manager - Life Insurance & Investments at Petra Insurance Brokers Llc and Private Client Advisor at Lets Plan Here Insurance Brokers Llc. Rakesh Radhakrishnan, Cepa, Cert Cii holds Mba, Finance+Marketing from New Horizon College Of Engineering.
Company email context
Email format at Doo Group
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Doo Group
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Profile bio
About Rakesh Radhakrishnan, Cepa, Cert Cii
At Petra Insurance Brokers, my focus is on curating comprehensive financial strategies that cater to our clients' unique needs. With a background as a Private Client Advisor, I've honed my expertise in wealth preservation and investment management, ensuring that high-net-worth clients receive personalized, goal-aligned portfolio advice. Core to the service I provide is adherence to regulatory standards and a commitment to ethical practice.The heart of my work lies in succession and exit planning, where I guide business owners in securing their legacy and maximizing business value. The dedication to my clients' success is evident as I collaborate with a network of professionals to deliver multifaceted solutions, all while educating clients to foster informed decision-making and positioning Petra Insurance Brokers as a trusted partner in financial transitions.
Listed skills include Banking, Insurance, Financial Planning, Portfolio Management, and 18 others.
Current workplace
Rakesh Radhakrishnan, Cepa, Cert Cii's current company
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Doo Group
6 roles
Rakesh Radhakrishnan, Cepa, Cert Cii work experience
A career timeline built from the work history available for this profile.
Manager - Life Insurance & Investments
Current- Conduct thorough assessments of clients’ financial situations, including income, expenses, assets, liabilities, and risk tolerance.
- Design and manage investment portfolios that align with clients’ goals and risk profiles.
- Ensure all financial planning activities comply with relevant regulations and ethical standards.
- Identify potential risks that could impact the exit process for Business Owners and develop strategies to mitigate these risks.
- Educate clients on the exit planning process, options, and potential outcomes to ensure informed decision-making.
- Assist clients in planning for their personal legacy, including estate planning and philanthropic goals.
May 2020 - Present
Private Client Advisor
- Build and maintain long-term relationships with high-net-worth clients, acting as their trusted advisor for all financial planning needs.
- Helped in setting up the Life Insurance division.
- Provide expert advice on wealth preservation, risk management and Investment management.
- Coordinate with a team of financial specialists, including portfolio managers, tax advisors, and estate planning attorneys, to deliver comprehensive solutions.
Feb 2018 - Mar 2020
Sales Manager
- Recruit, train, and mentor a team of Financial Consultants, fostering a culture of high performance and continuous improvement.
- Specialized in providing Professional Financial Advice to Individuals and Corporate.
- Develop and implement effective sales strategies to achieve business objectives and expand market share.
- Conduct performance reviews and implement action plans to improve individual and team performance.
- Promote ethical selling practices and maintain a high standard of professionalism within the team.
Jan 2014 - Feb 2018
Client Relationship Manager
- To acquire, grow and deepen Privilege Banking Relationships.
- Special focus on the analysis and satisfaction of customer’s financial and investment needs.
- Ensure adherence to Banks Policies, ethics and code of conduct.
Jan 2009 - Dec 2013
Bancassurance Officer
- Helped improve the sales of HOME Loan Insurance Product of ICICI Bank.
- Experience in handling the Insurance section of 4 Home Loan DSA's and DST.
- Market development and Lead generation.
- Relationship Management with Home Loan
Sep 2006 - Oct 2008
2 education records
Rakesh Radhakrishnan, Cepa, Cert Cii education
Mba, Finance+Marketing
B.Sc, Computer Science
FAQ
Frequently asked questions about Rakesh Radhakrishnan, Cepa, Cert Cii
Quick answers generated from the profile data available on this page.
What company does Rakesh Radhakrishnan, Cepa, Cert Cii work for?
Rakesh Radhakrishnan, Cepa, Cert Cii works for Doo Group.
What is Rakesh Radhakrishnan, Cepa, Cert Cii's role at Doo Group?
Rakesh Radhakrishnan, Cepa, Cert Cii is listed as Sales Director - Wealth Management at Doo Group.
Where is Rakesh Radhakrishnan, Cepa, Cert Cii based?
Rakesh Radhakrishnan, Cepa, Cert Cii is based in Dubai, United Arab Emirates, United Arab Emirates while working with Doo Group.
What companies has Rakesh Radhakrishnan, Cepa, Cert Cii worked for?
Rakesh Radhakrishnan, Cepa, Cert Cii has worked for Doo Group, Petra Insurance Brokers Llc, Lets Plan Here Insurance Brokers Llc, Gateway Insurance Broker Llc, and Rakbank.
How can I contact Rakesh Radhakrishnan, Cepa, Cert Cii?
You can use AeroLeads to view verified contact signals for Rakesh Radhakrishnan, Cepa, Cert Cii at Doo Group, including work email, phone, and LinkedIn data when available.
What schools did Rakesh Radhakrishnan, Cepa, Cert Cii attend?
Rakesh Radhakrishnan, Cepa, Cert Cii holds Mba, Finance+Marketing from New Horizon College Of Engineering.
What skills is Rakesh Radhakrishnan, Cepa, Cert Cii known for?
Rakesh Radhakrishnan, Cepa, Cert Cii is listed with skills including Banking, Insurance, Financial Planning, Portfolio Management, Cross Selling, Investments, Relationship Management, and Negotiation.
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