Yatmanyu
Rawat
Legal · Financial Planning · Client Relations · Business DevelopmentA multidisciplinary professional bridging law, finance, and business — from the courts of Delhi to the boardrooms of Vancouver.
"I bring a fusion of legal prowess and a robust background in law, finance, administration, client relations, and business development."
Who I Am
From the courts
of Delhi to the
lanes of Vancouver
From the bustling streets of India to the rain-soaked charm of Vancouver, I've navigated languages, laws, and lanes — literally. Started with English Honours, dabbled in legal briefs at the Faculty of Law, University of Delhi, then swapped courtrooms for customer smiles in Vancouver.
Now diving into the world of business law and finance, blending analytical rigour with frontline experience — because whether it's contracts, cash flows, or customer service, it's all about understanding people, numbers, and what makes things tick.
"If you like someone who can draft a clause, balance a ledger, and knock down a 7–10 split without missing a beat — let's connect."
Professional History
Work Experience
- Addressing guest needs, resolving inquiries and successfully hosting and coordinating large-scale corporate gatherings, ensuring guest engagement
- Supply control, monitoring stock levels and maintaining accurate records for operational efficiency
- Conducting cash management, dealing with day-to-day administrative issues and upholding service quality
- Efficiently managing high-volume inbound calls, handling North American customers (USA and Canada)
- Navigating CRM systems: Salesforce, Pipeline, Genesys, UKGPro — implementing strategies to ensure seamless operations
- Providing email/call support for generating essential documents including insurance documents and payment receipts via TrustLayer
- Handling complaints, liaising with franchise partners and truck teams for day-to-day logistics solutions
- Engaging actively in meetings and training in adherence to company regulations
- Consistently maintained conversion/retention rate of 72% and above
- Improved organisational efficiency and ensured goal attainment
- Implemented cost-effective measures and aligned functions with strategic objectives
- Focused on drafting, implementing, and evaluating cross-cutting decisions for long-term growth
- Enforced adherence to values, work rules, policies, and procedures within the team
- Fostered strong client relationships and ensured client satisfaction
- Worked on regulatory compliance, focusing on current industry standards
- Conducted client meetings and actively engaged in problem-solving
- Developed marketing, presentations, and commercial strategies for holiday homes
- Worked on the R&D of the HiMilk A2 Badri Cow Ghee product line — artisanal product from Uttarakhand hills
- Involved in the designing process of the product and its labels
- Procurement of licenses, required IP and trademarks
- Managed logistics, distribution, and placement of product on online marketplaces and retail stores
- Worked on multiple high-profile cases under the guidance of Hon'ble Justice Manoj Kumar Ohri
- Dealt with case briefing, case research, and note-making during proceedings
- Worked on cases focusing on corporate disputes, intellectual property, tax, and fraud matters
- Worked on legal research of multiple cases across practice areas
- Provided assistance in virtual court hearings
- Comparative analysis, case research, drafting, and note-making
Capabilities
Skills & Tools
Academic Background
Education
• Expertise in CFP®-aligned financial planning principles.
• Hands-on skills in investment analysis, estate planning, and insurance solutions.
• The ability to create client-focused strategies using tools like financial modeling and Excel for business.
Activities and societies: Moot Court Society
Activities and societies: Quizzards: Quiz Society, LitSoc: English Literature Society
Beyond the Resume
Leadership, Volunteering & More
- Member of the organising team of S.K. Puri Memorial International Moot Court 2021
- Participated in GIBS moot court competition
- Skills: Moot Court · Collaborative Problem Solving · Analytical Skills
- Legal research across multiple case types
- Assistance in virtual court hearings
- Comparative analysis, drafting, and note-making
- Skills: Legal Research · Legal Writing · Research Support
- Coordinated large-scale community outreach initiatives, including blood donation camps and health-awareness drives
- Spearheaded educational programs for underprivileged students at government schools, focusing on curriculum delivery and student engagement
- Managed logistics and volunteer teams for facility improvement projects, such as the restoration and painting of local orphanages
- Organized and facilitated recurring visitation programs and resource distribution drives for senior care facilities and orphanages
- R&D of HiMilk A2 Badri Cow Ghee — artisanal product from the Uttarakhand hills
- Product design, label creation, IP and trademark procurement
- Full logistics, distribution, and online marketplace placement
Languages
Languages Spoken
Let's Connect
Get in Touch
They say you should never trust a lawyer who can't do math — so I decided to become a Financial Planner just to be safe. I'm essentially a legal-financial hybrid.
Whether you need a bulletproof contract drafted, a CRM managed with clinical precision, or someone who actually enjoys reading terms and conditions — I'm your person! I'm ready to bring some serious ROI to legal administration or financial services across Greater Vancouver. Let's chat before someone else realises that I'm fun at parties and decent in law!
Final Notice
Warning: May cause immediate hiring decisions