Rakesh Radhakrishnan, Cepa, Cert Cii Email and Phone Number
Rakesh Radhakrishnan, Cepa, Cert Cii personal email
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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.
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Sales Director - Wealth ManagementDoo GroupDubai, Ae -
Manager - Life Insurance & InvestmentsPetra Insurance Brokers Llc May 2020 - PresentUnited Arab Emirates• 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.• Experience working with a network of professionals, including financial advisors, attorneys, and accountants. -
Private Client AdvisorLets Plan Here Insurance Brokers Llc Feb 2018 - Mar 2020Dubai• 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. -
Sales ManagerGateway Insurance Broker Llc Jan 2014 - Feb 2018Dubai• 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. -
Client Relationship ManagerRakbank Jan 2009 - Dec 2013Dubai, Uae• 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. -
Bancassurance OfficerIcici Prudential Life Insurance Company Limited Sep 2006 - Oct 2008Bengaluru, Karnataka, India• 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
Rakesh Radhakrishnan, Cepa, Cert Cii Skills
Rakesh Radhakrishnan, Cepa, Cert Cii Education Details
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Finance+Marketing -
Computer Science
Frequently Asked Questions about Rakesh Radhakrishnan, Cepa, Cert Cii
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 the current company?
Rakesh Radhakrishnan, Cepa, Cert Cii's current role is Sales Director - Wealth Management.
What is Rakesh Radhakrishnan, Cepa, Cert Cii's email address?
Rakesh Radhakrishnan, Cepa, Cert Cii's email address is ra****@****ail.com
What schools did Rakesh Radhakrishnan, Cepa, Cert Cii attend?
Rakesh Radhakrishnan, Cepa, Cert Cii attended New Horizon College Of Engineering, Govt. College, Kariavattom, Thiruvananthapuram.
What skills is Rakesh Radhakrishnan, Cepa, Cert Cii known for?
Rakesh Radhakrishnan, Cepa, Cert Cii has skills like Banking, Insurance, Financial Planning, Portfolio Management, Cross Selling, Investments, Relationship Management, Negotiation, Team Management, Team Leadership, Financial Services, Equities.
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