- Develop and execute effective sales strategies.- Launch mutual funds and work door to door to raise assets from Wire houses, RIA’s & Broker Dealers.- Fundraise across Fiera's multi-boutique investment management platform for all strategies in Public and Private markets domain.- Serve as a senior member of the Institutional business development team, managing some of the firm's largest clients, and working with clients across Public Plans, Corporate Plans, Taft-Hartley, Endowments & Foundations, Healthcare plans, and Consultants.

- Led Fiera’s integrated investment product effort. Developed and managed products & strategy for ~$25B in US based investment strategies across the institutional, intermediary, and retail distribution channels. - Created product development and management capabilities by assembling a team and leading it to perform core functions like (new fund launches, re-organization of acquired funds, product life-cycle mgmt.. etc.).- Managed all aspects of Sales Support & Management support.-Re-organized mutual funds from different trusts onto the newly created Series trust -Launched new strategies on this platform. Instrumental in launching the firms first CCF in Europe.- Institutionalized a product evaluation process and a business governance framework including idea screening, business case review and a continuous evaluation of all existing products.- Re-negotiated key vendor contracts both in the US and Europe realizing substantial savings for both the firm and clients.-Led the creation of the product training platform ensuring value realization from various mergers & creating cross-selling opportunities- Designed and implemented a new Fee Governance process to enable streamlining and scalability of business with a focus on margins & profitability.- Enabled a data-driven decision making ethos by building systems & holistic MI for senior management

- Managed asset retention and new sales through Fiera’s distribution team globally.- Acted as a quasi-PM working with Institutional & RIA Sales Team to service existing clients. - Delivered regular educational/market update webinars.- Participated in industry conferences on behalf of the Portfolio Management Team. - Conducted road shows, delivering presentations, and conceptualizing and executing marketing strategies.

- Partnered in kickstarting the Group's Asset Management business in the US.- Advised institutional investors and family offices on emerging market investments across international asset business classes.- Structured efficient investment vehicles based on client needs including managed accounts, commingled funds, and participatory notes.- Launched the first equity 40 act fund by an Indian firm in the US and devised and executed the marketing strategy for the fund.

- Managed key relationships and sensitive accounts for the firm. - Collaborated in the conceptualization, incubation and implementation of the Family Office business – a new business vertical. Formulated investment process for Family Office and acquired the business’ first client. - Led a team designing a Code of Conduct for the Wealth Management business.- Spearheaded client coverage expansion efforts through a focused effort on new lead generation

- Acquired new clients through data mining and referrals. - Assessed clients’ risk profile and devised appropriate asset allocation strategies. - Co-managed the entire IPO subscription process encompassing distribution, collection, bidding and allotment - Maintained bottom line responsibility for the Insurance Product vertical