Sowmya Eshwaran
Chief Manager - Products at Sundaram Asset Management Company Limited- Claim this Profile
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English Professional working proficiency
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Tamil Native or bilingual proficiency
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Hindi Elementary proficiency
Topline Score
Bio
Credentials
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AMFI Mutual Fund Basic Module
Association of Mutual Funds In India -
Advanced MS Excel
Excel Rocker -
Business Case writing & Beyond
Knowledge Hut, Chennai -
Concepts of Dashboard Creation
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Mutual Fund Advanced Module
National Institute of Securities Markets -
Nuances of Fixed Income
CRISIL Limited
Experience
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Sundaram Asset Management Co. Ltd.
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Financial Services
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100 - 200 Employee
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Chief Manager - Products
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Apr 2022 - Present
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Senior Manager - Products
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Apr 2018 - Mar 2022
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Manager - Investment Products & Business Intelligence
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Apr 2015 - Mar 2018
• Track and analyze market strategies and trends of competitors products• Identifying markets for future product development based on insights and feedback from sales personnel• Creating Scheme Information Documents in coordination with Fund Management, Risk, and Compliance teams for New Fund Offers • Ensure details on the website are relevant and in accordance to the guidelines laid down by SEBI• Prepare presentations for Board Meetings and Quarterly Sales Reviews• Prepare marketing collaterals for Fund Managers and the Sales team to pitch products to institutions and other clients• Prepare periodical reports for the regulator and due diligence reports for institutions• Plan and execute online marketing campaigns• Communicate important industry and product updates to all stakeholders• Prepare responses for Requests For Proposals and Due Diligence Questionnaires Show less
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Deputy Manager - Investment Products & Business Intelligence
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Apr 2011 - Mar 2015
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Assistant Manager - MIS
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Apr 2008 - Mar 2011
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Franklin Templeton India
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India
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Financial Services
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500 - 600 Employee
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Executive
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Jun 2005 - Mar 2008
• Presenting periodical reports to the Top Management, the International Office, Branch Heads and Sales Team on Sales & AUM • Organize distributor sales contests and identify star performers based on contest criteria • Prepare presentations for Board Meetings, Sales Strategy Meets and Induction Programs • Tracking and segmenting distributors according to AUM and NNC • Managing External Agents and associated processes • Presenting periodical reports to the Top Management, the International Office, Branch Heads and Sales Team on Sales & AUM • Organize distributor sales contests and identify star performers based on contest criteria • Prepare presentations for Board Meetings, Sales Strategy Meets and Induction Programs • Tracking and segmenting distributors according to AUM and NNC • Managing External Agents and associated processes
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Computer Age Management Services Limited
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India
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IT Services and IT Consulting
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700 & Above Employee
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Customer Services Officer
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Jan 2003 - May 2005
• Addressing customer queries • Marking and releasing units under lien and maintaining lien documents • Creating periodical reports for the AMC management • Generating transactional bills for services rendered to the AMCs • Addressing customer queries • Marking and releasing units under lien and maintaining lien documents • Creating periodical reports for the AMC management • Generating transactional bills for services rendered to the AMCs
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Education
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University of Madras
Master's degree, Business/Commerce, General -
2015 - 2015
National Institute of Business Management
Executive MBA, Advertisement Management & Marketing Management -
1999 - 2002
S.D.N. Bhatt Vaishnav College For Women
Bachelor of Commerce (B.Com.), Commerce
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