Vipul Thakkar Email & Phone Number

United Arab Emirates

Handled the Investment Advisory division of Principal Retirement Advisors and was also responsible for driving Product Strategy and Knowledge Centre of the company

Mumbai Area, India

Mumbai, India

Responsible for third party product distribution through retail, private client group, onshore wealth management and offshore wealth management verticals. Products currently handled are mutual fund, portfolio management services, structured products, national pension scheme, bonds private equity funds and offshore funds

Mumbai Area, India

Member of core team of international business division involved in establishing global footprint of Reliance Capital Limited. Managed regulatory approvals for business set up in Dubai and Malaysia. Established product suit for the wealth management businesses in Dubai

Involved in global expansion of Financial Services businesses of Reliance Capital Limited.

Mumbai Area, India

International Business:Setting up product platform for global investors (including US Taxable and US Tax-exempt investors) for investing in India, business development for offshore fund, manage operational matters of offshore fund, manage tie-up and due diligence process with global private banks.Structuring of Reliance Emergent India Fund, Reliance Mutual Fund’s first offshore fund based out of Cayman Island and Mauritius. As a part of business development team, raised the initial investment capital for the fund from international institutional investors.Domestic Business:Conceptualizing new products ideas, analyzing its viability from fund management, regulatory and marketability aspectSupporting the sales and marketing activities during new product launch, supporting NRI sales segment and overseas offices, Educating the team on products through training and presentations and updating them regularly on its performance, key features, relevant regulation changes, closely working with the fund management team for preparing effective communication on investment strategy to the sales team, sending out market commentary and other relevant information.

Assisting the Head of Distribution in managing key distributor relationships at national level and maximizing business in the National and Regional distributor segment, Enhancing relationship value and improving sales through improved distribution alliances, handling tie-ups at national and regional levels and organizing regular marketing events/campaigns etc to ensure top of mind recall of the products, Effective communications on tie-ups/deals to branches for sales follow up, communicate portfolio and investment strategy updates to research and product teams of distributors and ensure top of the mind recall of the products, activating and managing online distribution channels, analyzing various data and trends related to branch/distributor sales and AUM Present relevant reports to the management for formulation of business strategy

Master In Management Studies, Marketing

Bachelor Of Commerce

Hsc, Science

Icsc