Vathani Waran Email & Phone Number

London Area, United Kingdom

London, England, United Kingdom

Responsible for UK Sales and Consultant Relations Strategy across research teams, field consultants and potential clients.Proactively nurtured new consultant relationships and broadened prospects within this sphere.Partnered with Schroders on the Lloyd's of London Platform and levered this relationship to cross-sell to Lloyd's Managing Agents.Direct Sales to non-intermediated defined benefit institutional clients. Identified pension fund opportunities, initiated contact with CIOs… Show more Responsible for UK Sales and Consultant Relations Strategy across research teams, field consultants and potential clients.Proactively nurtured new consultant relationships and broadened prospects within this sphere.Partnered with Schroders on the Lloyd's of London Platform and levered this relationship to cross-sell to Lloyd's Managing Agents.Direct Sales to non-intermediated defined benefit institutional clients. Identified pension fund opportunities, initiated contact with CIOs, with the aim to close to new business.Maintain a strong connection to the marketplace through active participation in industry events and gained insights into how WA could cater to insurers. Show less

London, United Kingdom

Led relationships across a number of Global and UK consultantsCollaborated globally across, US consultant relations team, regional sales teams, insurance team, and global investment teams on the firm’s key priorities.Proactively position MSIM’s diverse investment offering across public and private markets. Monetized and leveraged existing ‘buy’ ratings through field consultant relationships and pension fundsMember of Sustainability ForumWorked with Fixed Income team to… Show more Led relationships across a number of Global and UK consultantsCollaborated globally across, US consultant relations team, regional sales teams, insurance team, and global investment teams on the firm’s key priorities.Proactively position MSIM’s diverse investment offering across public and private markets. Monetized and leveraged existing ‘buy’ ratings through field consultant relationships and pension fundsMember of Sustainability ForumWorked with Fixed Income team to transition to 100% ESG offering.Alternatives fund product development Show less

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Set consultant relations strategy alongside business objectives and deliver to team sales targets.Identified and influenced key decision makers at Global and UK consultant firms.Protected assets, grew the pipeline, cross-sold on established ratings and client/ consultant relationships.Monetized ratings: 40% of client base was Mercer, £1.5bn ARBs from new AON rating 2018.Articulated RLAM suite of products at consultant research meetings, pitches, and industry… Show more Set consultant relations strategy alongside business objectives and deliver to team sales targets.Identified and influenced key decision makers at Global and UK consultant firms.Protected assets, grew the pipeline, cross-sold on established ratings and client/ consultant relationships.Monetized ratings: 40% of client base was Mercer, £1.5bn ARBs from new AON rating 2018.Articulated RLAM suite of products at consultant research meetings, pitches, and industry forums.Diversified routes to market: successfully attained meetings, ratings and assets from several firms RLAM had not engaged with for many years. Show less

London, United Kingdom

Qualified actuary taking the lead role in the delivery of investment advice to clients, trustees and sponsors across all areas of investment pension scheme advice (advisory and fiduciary).Advice included: setting investment objectives and strategy, suitable investment structures, fund manager selection, negotiation of IMAs and fees, and on-going monitoring of portfolios.Multi-asset research, lastly developing the buy-list for emerging and frontier market equities.Delivered trustee… Show more Qualified actuary taking the lead role in the delivery of investment advice to clients, trustees and sponsors across all areas of investment pension scheme advice (advisory and fiduciary).Advice included: setting investment objectives and strategy, suitable investment structures, fund manager selection, negotiation of IMAs and fees, and on-going monitoring of portfolios.Multi-asset research, lastly developing the buy-list for emerging and frontier market equities.Delivered trustee training sessions on a variety of investment concepts.Fiduciary sales team: set sales strategy, generated leads, and pitched for fiduciary platform business.Converted existing advisory clients to delegated consulting.Worked alongside the Head of the Practice in launching the fiduciary offering; negotiated manager fees.Member of the Innovation Team, projects included small scheme flight path and scheme health checks. Show less

London, United Kingdom

Distinction

London, United Kingdom

Client Relationship Manager responsible for some of Europe's largest institutional clients, with a key focus on developing investment solutions to meet their needs -including LDI risk management solutions.

Fronted client relationships and responsible for advice across all areas of pension investment consultingManager research Headed the performance reporting team

Won BBC Talent from 7000 applicants, to become a Radio Producer at Radio1.Also interviewed at CBBC, BBC3 and MTV for presenting roles - before deciding to re-join the investment industry!

City Of London, England, United Kingdom

Actuarial Pension Consulting, Investment Manager Research, Investment Consulting

Master'S Degree, Distinction

Activities and Societies: Beta Gamma Sigma member

Mathematics, 1St Class

Mathematics BSc (Hons) 1