DEEPAK KESARWANI
Mumbai
Summary
Smart, detail-oriented and hardworking individual with an education in finance and economics looking for an enriching career in the financial services industry.
Overview
8
8
years of professional experience
Work History
Senior Product Manager,
GROWW. ( Acquired Fisdom Private Wealth )
Mumbai
05.2025 - Current
- Onboarding of new products (AIF Category II, Category III, PMS, GIFT City Outbound/Inbound, Private Equity Funds, Structured Products) through evaluation, due diligence, suitability assessment, commercials, sales, and operational processes.
- Maintained strong relationships with third-party asset managers, AMCs, and service providers.
- Played a key role during the transition of Fisdom’s Private Wealth vertical into Groww after acquisition
- Ensured all legal and compliance requirements with respect to investment products are met.
- Conducted comprehensive due diligence on fund managers, investment strategies, track records, and risk management frameworks.
- Worked closely with the research team and provide inputs on all focused AIF/PMS products for product-specific Research Analyst Notes.
- Driving sales with the support of 11 Zonal Heads and 250+ Private Wealth Managers across India.
- Traveled across India for product training sessions and client meetings with HNIs and UHNIs of Groww.
- Monitored and track business performance, and conduct quarterly meetings with stakeholders, including Zonal Business Heads and Regional Heads, to discuss strategies and achieve business targets.
- Collaborated with the Investment Committee to recommend new products, Comparisons and strategies based on market trends and client demand.
- Created the Wealth Compass, a comprehensive PDF presentation designed to help Relationship Managers navigate AIF/PMS products based on clients’ time horizons and risk appetites.
- Collaborated with the Business Analytics team on Tableau dashboards to display AIF/PMS revenue insights for Relationship Managers.
- Attended fund manager calls and provide necessary updates and inputs to all Relationship Managers.
- Created product marketing materials, investment proposals, presentations, and performance reports for internal and client use.
- Maintained the hygiene of AIF/PMS products by obtaining client consent through Letters of Intent (LOIs) and Call Recording confirmations.
Product Manager,
YES SECURITIES PVT. LTD.
Mumbai
02.2023 - 05.2025
- On boarding of new products (PMS, AIF, Private Equity) by way of evaluation, due diligence, suitability, commercials, sales and operational processes.
- Maintained strong relationship with Third-party asset manager, AMCs, and service providers.
- Ensured legal & compliance requirements with respect to investment products are met.
- Conducted comprehensive due diligence on fund manager, investment strategies, track record, risk management framework.
- Driving sales with the help of 1200+ Yes Bank branches RMs and Yes Securities RMs and making joint calls with HNIs, UHNIs and family offices clients and help them in closing of deals.
- Traveled across India for the product training and client meetings of Yes Securities RMs and Yes GIB RMs, Yes Affluent RMs, Yes Private NR and Domestic team.
- Monitored and track business performances and conduct quarterly meetings with stake holders of National Heads, Zonal Business Heads, Regional Heads, Cluster Heads to update and discuss strategy to achieve business numbers for quarter.
- Collaborated with the investment Committee to recommend new products and strategies based on market trend and client demand.
- Maintained top standards of internal and external communication.
- Implementing a CRM system using Zoho to generate and manage leads.
- Attended fund manager calls and provide input wherever necessary.
- Creating product marketing materials, Investment Proposal, presentations and performance reports for internal and client use and update Weekly/Monthly reports.
- MIS & platform enhancements.
- Satisfactory regulatory audits.
Product Manager,
JM FINANCIAL SERVICES LTD.
Mumbai
03.2021 - 01.2023
- Demonstrated ability to promote products and services & secure and develop key accounts to maximize company profit.
- Independently managed the following processes for AIF, PMS, Mutual Fund and TPP Products.
- Preparation of product performance, factsheets and product presentations.
- Preparation of customized product performance, factsheets and product presentations for offshore investors.
- Preparation of due diligence report for IFAs, channel partners and offshore investors.
- Identify cross sell opportunities to improve overall product penetration across multiple products.
- Perform various analysis and recommend changes in strategy to scale the business.
- Preparation of weekly, monthly and quarterly product reports.
- Working and execution of new product launches. Initiating and Executing channel partner empanelment.
- Servicing 850 franchisee with 8000 Cr of the AUM.
- Daily interaction with the sales team to provide product and service support.
- Daily interaction with direct investors for product support and business mobilization.
- Mobilizing business from channel partners and direct investors.
- Resolving product and service queries of channel partner and investor.
- Coordinating with various departments and vendors for product and service support.
- Supporting and working closely with Operations, Legal & Compliance Team.
Product and Investments,
MOTILAL OSWAL FINANCIAL SERVICES LTD.
Mumbai
03.2019 - 03.2021
- Servicing 250 franchisee with 6000 Cr of the AUM.
- Analyzing the Capital Equity Market with Fundamental Research.
- Handle all the wealth Products Like PMS, AIF, Equity, Private Equity, Mutual Fund & Fixed Income Products.
- Having strong analytical & communication skills.
- Ability to learn and be updated in line with the capital markets & current affairs.
- Design Marketing & Promotion strategy for the Partners.
- Organizing Events for the Partners with the Fund Manager of different AMC.
- Design the Incentive policy for the Partners.
- Analyzing the Business MIS of the Partners.
Relationship Manager,
RELIANCE SECURITIES LTD.
Mumbai
11.2017 - 03.2019
- Well-versed in wealth products like PMS, Mutual funds, AIF, Structure Products, Real Estate, Loans and Insurance.
- Developing Managing the portfolio of around 200 Clients within AUM of 300 cr.
- A plan that will maintain and will increase the clients wealth and based on that individual's financials situation, goal and comfort level with risk with help of equity, money market and fixed income instruments through completion benchmarking and Peer Review Analysis of Publicly available data.
- Processing and documentation for money and fixed income products.
- Advice them for their different Goal Plans.
Education
PGPM/MBA -
ICFAI Business School
Mumbai01.2017
B.E. -
Institute of Information Technology and Management
01.2015
HSC - CBSE
Shivalik Publik School
Mohali, Punjab01.2010
SSC - CBSE
Beersheba School
Haldwani, Nainital01.2008
Skills
- Product launches
- Product onboarding
- Fundraising
- Product strategy
- Investor relations
- Commercials Negotiation
- Product enhancement strategy
- Sales strategy development
- Sales enablement
Languages
- English
- Hindi
Activities
- Core Committee Member of college Marketing Club and Placement cell at IBS 2015-2016.
- Organized Marketing event- Brandit, Face Off at IBS 2015-2016.
- Coordinator, Event Host in 'Kronos' 2012 and 2013, Annual Cultural Festival of ITM University.
- Sports Leaders and House Captain in Shivalik Public School in 2009.
- Volunteer member in World Environment Day 2010 organized by UNEP.
- Worked as a Volunteer of a NGO Gramiksha 'Building India of our dreams'.
- Qualified the Wealth Contest in 2020.
- In 2019, 4 times got the Appreciation for GEMs of the Month.
- Gold Medal in Mohali District Badminton tournament in 2010-2011.
- Bronze in National School Games 2010 -2011 organized by education department Chandigarh.
- 80% in University of Cambridge ESOL examinations (Level 1) and was awarded Pass with Distinction certificate in 2012.
Personal Information
- Passport Number: M5843471
- Date of Birth: 11/12/92
Timeline
Senior Product Manager,
GROWW. ( Acquired Fisdom Private Wealth )
05.2025 - Current
Product Manager,
YES SECURITIES PVT. LTD.
02.2023 - 05.2025
Product Manager,
JM FINANCIAL SERVICES LTD.
03.2021 - 01.2023
Product and Investments,
MOTILAL OSWAL FINANCIAL SERVICES LTD.
03.2019 - 03.2021
Relationship Manager,
RELIANCE SECURITIES LTD.
11.2017 - 03.2019
PGPM/MBA -
ICFAI Business School
B.E. -
Institute of Information Technology and Management
HSC - CBSE
Shivalik Publik School
SSC - CBSE
Beersheba School