Ramkumar Mahadevan

Ramkumar Mahadevan

Product Management, Strategy, Content Creation, Distributor Engagement, Training - HDFC Mutual Fund (Views are personal)

Mumbai, Maharashtra, India
1K followers 500+ connections

Activity

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Experience

  • DVP, Products and Business Development

    HDFC Asset Management Company Ltd

    - Present 8 years 10 months

    Mumbai Area, India

  • Vice President, Products

    ASK Investment Managers Pvt Ltd

    - 5 years 3 months

    Mumbai

    • Joined as the sole member of the Product Management function at ASK Investment Managers.
    • Worked on the launch of three equity PMS offerings and repositioning of two equity offerings, besides working on other new product ideas that were not launched.
    • Responsibilities include interacting with portfolio management team, Sales team and distributors for new product ideas, meeting with key distributors to understand their product related needs, overlooking Due Diligence activities for…

    • Joined as the sole member of the Product Management function at ASK Investment Managers.
    • Worked on the launch of three equity PMS offerings and repositioning of two equity offerings, besides working on other new product ideas that were not launched.
    • Responsibilities include interacting with portfolio management team, Sales team and distributors for new product ideas, meeting with key distributors to understand their product related needs, overlooking Due Diligence activities for tie-up with new distributors, monitoring the performance measurement of portfolios, devising peer set for performance comparison, back-testing of new portfolio concepts, preparing product collaterals, market commentaries, etc.
    • With ASK Investment Managers’ sole focus being equities, my understanding of equity portfolio management has got deeper during the time in my current profile.

  • HSBC Global Asset Management

    HSBC Global Asset Management

    2 years 11 months

    • Vice President, Product Development & Strategy

      HSBC Global Asset Management

      - 6 months

      Mumbai

      • Promoted as VP in April 2010.

    • Associate Vice President, Product Development & Strategy

      HSBC Global Asset Management

      - 2 years 6 months

      • Joined the Product Development (PD) team of HSBC Asset Management as AVP to be part of the two member PD team.
      • The various objectives of the team include exploring ideas for new product launches, carrying out the stringent internal approval processes for new product launches and changes to existing products.
      • I was responsible for carrying out new product launch activities including tracking timelines of all launch activities by coordinating with related departments and assisting in…

      • Joined the Product Development (PD) team of HSBC Asset Management as AVP to be part of the two member PD team.
      • The various objectives of the team include exploring ideas for new product launches, carrying out the stringent internal approval processes for new product launches and changes to existing products.
      • I was responsible for carrying out new product launch activities including tracking timelines of all launch activities by coordinating with related departments and assisting in making of marketing materials.
      • I worked for the launch of two equity oriented funds and various fixed income offerings under the mutual fund business of HSBC. I also worked for the launch of various structured products and an equity offering under HSBC’s Portfolio Management Services (PMS). I also assisted in securing the EPFO mandate and other advisory mandates under the PMS business.
      • My stint with the asset management company strengthened my understanding of the mutual fund industry following my 4 year experience in the industry in a distribution company.

  • Senior Advisor

    Mata Securities India Private Limited

    - 3 years 10 months

    • Joined as a Management Trainee primarily to manage and develop Mutual Fund Research desk.
    • Managed the in-house automated system for generating performance analysis reports and drastically reduced the cycle time of report generation.
    • Introduced the system of constant interaction with Fund Managers.
    • I along with my team was successful in building a USP for Mata as information hub for institutional investors. I was responsible for giving research presentations to many corporate…

    • Joined as a Management Trainee primarily to manage and develop Mutual Fund Research desk.
    • Managed the in-house automated system for generating performance analysis reports and drastically reduced the cycle time of report generation.
    • Introduced the system of constant interaction with Fund Managers.
    • I along with my team was successful in building a USP for Mata as information hub for institutional investors. I was responsible for giving research presentations to many corporate clients.
    • Constantly interacted with other team members of Mata including the Fixed Income Broking, CPs dealing and Equity Research
    • Did Mutual Fund sales for one year primarily targeting the Institutional clients in Mumbai. Successfully developed and retained relationship with some of the large institutions. My stint in Sales helped me both in my relationship building skills as well as research skills. In this period I was also overlooking research activities.
    • After 3 years of work experience I was promoted as Senior Advisor – Mutual Funds and my responsibilities widened including that of the team building i.e., playing an active part in recruiting and training people in the sales and research teams.

Education

  • CFA Institute

    Chartered Financial Analyst (CFA) Financial Markets, Securities, Valuation & Portfolio Management

    -

  • MMS

    Master of Business Administration (MBA) Finance and Financial Management Services

    -

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