SOURAV CHATTERJEE
Product Manager, Investment and Wealth Solutions
Mumbai
Summary
Diligent Senior Product Manager offering 19 years of success in product roadmap development, market research and data analysis. Highly skilled in identifying opportunities to maximize revenue. Driven and strategic with proven history of superior market penetration and product launch.
Overview
3
3
years of professional experience
4
4
Certifications
Work History
Product Manager Funds/ Life Insurance/ PMS & AIF
HSBC Retail Banking Wealth Management
- Manager Selection and product governance
- Manage and grow the product offerings across MF PMS and AIF for HSBC Bank India
- Identify specific instruments across asset classes and create Product Approval Forms basis RFI and statutory investment documents for approval at local and Asia pacific risk committee
- Comprehensive light touch due diligence on all Non White Listed funds available as execution only on mobile and browser platform
- Platform maintenance and incorporate changes to accommodate regulatory upgrades
- Identify areas of value add and simplification of customer journeys to enhance customer experience
- Ensure reduced time to market for all NFO across whitelisted AMCs
- Create area of gentle nudges to enable customers to take informed decisions
- Execute the communication plan for advised as well as execution only products
- Provide distribution enablers like branch specific collaterals and AMC events clients/ Frontline Staff
- Content for persona based communication on Social Media
- Create various properties for ongoing promotion of the Mobile MF platform and Funds
- Enhance the P&L by ensuring there is no revenue leakage through monthly reconciliation of the existing book revenue
- Increase the margins by ensuring the best possible commercials across the Funds, PMS & AIF
- Refresh the product shelf basis customer demand and commercial requirements
- Regular focus groups with clients and Frontline for product gaps and consumer insights
- Regulatory compliance to all local guidelines and liaising with internal compliance teams and SEBI/ IRDA to ensure all new recommendations are seamlessly implemented.
Vice President and Premier Plus RM
HSBC Retail Banking Wealth Management
- Manage and Grow the wallet share of mapped clients
- Increase the Assets Under Management within mapped Premier Clients by driving the concept of Financial Review & Need Based Financial Planning
- Administer the strategic financial planning tools and identify wealth and protection needs
- Identify and fulfill mortgage needs across the mapped client base and immediate market
- Acquire Retail Business Banking accounts and identify clients with needs for Secured Lending
- Acquire Premier New to Bank clients and upgrade existing client to Premier Proposition.
Branch Manager
ICICI Bank Wealth Management
- Manage branch profitability and a productivity of 8 Wealth Managers
- Increase the total Assets Under Management and grow the CASA Book for the bank
- Create and maintain asset book for the bank across secured and unsecured lending
- Distribution of structured products, PMS portfolios and customised investment products
- Cross Sell business banking attachments like CMS and Corporate Internet Banking.
VP Sales Support
HSBC Global Asset Management
03.2015
- Brokerage strategy and communication of brokerage to ND, IFA and Banks
- Established & Manage relationships through a regular contact programme
- Organised and conducted training sessions for the Sales Team and channel partners
- Worked closely with the Investment management team to equip the MF sales force with details on the Markets and Products, and communicate the key features of our products over competition
- Manage the Business Intelligence reports and use analytical tools to help the sales force achieve their sales budgets
- Independently managing the assigned distributor channel and also enhancing the scope of distribution through promotional activities to ensure high share of mind of HSBC products
- Deliver sales budgets for the given geography/distributor portfolio
- Procure new and maintained direct relationships with assigned customers.
Senior Relationship Manager
ICICI Securities Limited
11.2005 - 06.2008
- Deliver sales budgets for Mutual Funds, Life Insurance, General Insurance and asset products
- Activate the Non Traders and Stop Traders in the client base allocated
- Acquire new clients for online trading, asset and liabilities from the vicinity
- Achieve volume and revenue targets by encouraging clients to trade through ICICI Direct.com
- Focus on existing PCG client base in West Bengal, Jharkhand and Bihar
- Resolve their queries and provide them customized solutions to increase trading volumes
- Acquire new clients across the defined geography
- Introduce existing clients to new investment avenues like Equity Futures and Options, Commodity Futures, Margin trading etc.
Education
MBA - Marketing
ICFAI Business School
KOLKATA 04.2001 -
BE - Electronics & Communication
BLDEA's College of Engineering And Technology
Bijapur, India 04.2001 -
Skills
Manager Selection
undefinedLanguage Skills
- English
- Hindi
- Bengali
Personal Information
- Date of Birth: 04/29/82
- Marital Status: Married
Certification
JAIIB
Timeline
JAIIB
12-2023
NISM XXI A Portfolio Managers Certification Examination
01-2023
NISM XXI B Portfolio Managers Certification Examination
12-2022
NISM Investment Advisor XA Level I
10-2022
VP Sales Support
HSBC Global Asset Management
03.2015
Senior Relationship Manager
ICICI Securities Limited
11.2005 - 06.2008
MBA - Marketing
ICFAI Business School
04.2001 -
BE - Electronics & Communication
BLDEA's College of Engineering And Technology
04.2001 -
Product Manager Funds/ Life Insurance/ PMS & AIF
HSBC Retail Banking Wealth Management
Vice President and Premier Plus RM
HSBC Retail Banking Wealth Management
Branch Manager
ICICI Bank Wealth Management
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