POOJA PARALIKAR
Product Specialist
Mumbai
Summary
A dynamic and result-oriented professional with over 19 years of experience in the mutual fund industry across product development, marketing and communication. Seeking a challenging role that leverages my domain knowledge, leadership skills, and execution focus to contribute to organizational growth.
Overview
20
20
years of professional experience
2011
2011
years of post-secondary education
3
3
Languages
Work History
DVP, Head Products
Trust Mutual Fund
11.2024 - Current
- Leading Product development, Management & Strategy, Product Communication & Marketing.
- Development of new products & Maintenance of existing products aligned with market trends, customer preferences.
- Investment Strategy Implementation- collaborating with investments team on strategy implementation.
- Product positioning & Competitive Analysis- Analyzing competitors’ product offerings and market positioning to develop insights that help refine and strengthen the positioning of TRUSTMF products.
- Team Management & Leadership- leading and managing product team, providing mentorship, guidance & coaching to ensure that the team is equipped with necessary skills and knowledge to excel in their roles.
- Client Engagement & Support: - working closely with financial advisors to understand their needs and preferences and providing them with ongoing training and support.
- Performance and Monitoring- Continuously Monitoring and analyzing performance of the products, identifying areas of improvement and suggesting changes based on data-driven insights.
- Regulatory compliance- Ensuring that all products adhere to relevant regulatory requirements, maintaining compliance with industry standards and legal guidelines.
- I was awarded by Going Extra Mile (GEM) Award shortly after joining, in recognition of my best quarterly performance.
AVP Products
WhiteOak Capital Mutual Fund
02.2022 - 10.2024
- Product Development & Management, Communication, Compliance and Sales support.
- New Product Development: Researched market trends to develop competitive products.
- Ongoing Product Management: Assessed and enhanced existing product features.
- Product Communication & Content Support: Created communication materials and presentations for internal and external stakeholders.
- Peer Comparison/Product Tracking: Analyzed competitor products using research tools.
- Sales Support: Conducted training sessions & knowledge sessions.
- Vendor Management: Coordinated with stock exchanges, rating agencies, and other service providers.
- Played an active role in launching 15 new active Schemes since August’22.
- Worked closely with compliance team to secure quick SEBI product approvals.
Senior Manager, Products
Canara Robeco Mutual Fund
11.2021 - 02.2022
- Contributed to the approval of two new schemes within three months.
- Collaborated with marketing & digital teams for website and social media initiatives.
Manager, Product & Marketing
IDBI Mutual Fund
02.2011 - 11.2021
- Managed dual responsibility as Head-Marketing & Products.
- Successfully launched 15 new schemes.
- Managed SEBI Mandated scheme categorization.
- Drove engagement through active social media management.
- Key Activities: Product Development & Management, Branding, Communication – Internal/ External, Channel Marketing & Digital Initiative, Product Launches/ Events/ Conference Calls / Meetings with Distributors, Investor Education & Awareness Initiatives (IEAI)- (including Investors Awareness Programs (IAPs)).
Sr. Executive- Marketing
Birla Sun Life Insurance Co. Ltd
02.2005 - 04.2010
- Part of Channel Marketing Vertical. Supported Zonal Marketing Managers/ Sales Teams in planning and execution of various BTL activities.
Education
Master’s - financial management
MET’s Institute of Management
B. Com - undefined
Mumbai University
Skills
- Strong interpersonal skills
- Stakeholder engagement skills
- Detail-oriented
- High-quality outputs
- Problem-solving
- Strategic decision-making
- Team leadership
- Mentoring
- Product Development
Personal Information
Date of Birth: 01/03/82
Timeline
DVP, Head Products
Trust Mutual Fund
11.2024 - Current
AVP Products
WhiteOak Capital Mutual Fund
02.2022 - 10.2024
Senior Manager, Products
Canara Robeco Mutual Fund
11.2021 - 02.2022
Manager, Product & Marketing
IDBI Mutual Fund
02.2011 - 11.2021
Sr. Executive- Marketing
Birla Sun Life Insurance Co. Ltd
02.2005 - 04.2010
B. Com - undefined
Mumbai University
Master’s - financial management
MET’s Institute of Management
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