VIKAAS M. SACHDEVA

Email: vikaasmsachdeva@gmail.com

PROFESSIONAL PROFILE

I] EDELWEISS AMC

CEO

Nov 2010 till date

II] BHARTI AXA INVESTMENT MANAGERS PVT. LTD. (BAIM)

Country Head – Business Development

Dec 2007 to Oct 2010

Responsibilities

  • Strategy, Marketing, Sales, Distribution, Investor Servicing, Product Management and Customer Service

Achievements

  • Set up the sales and distribution system across 54 branches
  • Developed a 110 member sales team model including a judicious mix of outsourced staff
  • Set up the marketing framework
  • Launched several new initiatives, some of which are:
    • India’s first packaged daily SIP product “DSIP” for the retail and HNI segments
    • Launched “Liquity” – a smarter way to invest in money market funds
    • Indigenously developed CRM package

Bharti AXA’s investor base is growing at the rate of 3000 investors a month, which is in line with the larger AMCs in the business in terms on ongoing sales.

III] ING INVESTMENT MANAGEMENT INDIA PVT. LTD. (IIM)

Country Head – Business Development April 2005 – Dec 2007

Responsibilities

  • Marketing, Sales, Distribution and Product Management

Achievements

  • Expanded the branch network from 8 branches to 35 branches across India and the Middle East
  • Streamlined and reorganized sales force across Institutional, Retail, Banking and Distributor relationships
  • Launched the Portfolio Management Service
  • Launched the first ever marketing campaign for ING, followed by several campaigns and initiatives to increase brand visibility by several notches
  • Transformed the brand from ING Vysya to ING
  • Launched a variable compensation plan for sales team members
  • Developed a risk management framework for the company
  • Along with BCG, developed a 5-year business plan for ING
  • Launched several new initiatives:
    • Use of segmentation for penetration and awareness
      • Mahila Nivesh – a packaged investment product aimed at women
    • Reduction of cost by resource optimisation
    • India’s first CPPI
    • ZIP – the country’s first daily rupee cost averaging product
    • Global Real Estate Fund

During the period, ING’s AUM grew from Rs. 1,175 crore to Rs. 13,000 crore. Also investor base grew from 35,000 to 200,000 investors. Equity AUM grew from Rs. 72 crore to Rs. 2,375 crore, making ING profitable within nine months of joining the organization.

IV] BIRLA SUN LIFE AMC LTD.

November 1996 to March 2005

Head of Marketing

April 2004 to March 2005

Responsibilities

  • Set up ’Marketing’ as a core function for Birla Sunlife
  • Venture into brand management, public relations & media management, event management, corporate social responsibility and web as separate initiatives to increase brand equity along with aided and unaided awareness for Birla Sunlife

Achievements

  • During the period, Birla Sunlife’s aided and unaided awareness increased by two times and the organization was rated to have highest media visibility with the investment management industry.
  • Implemented processes to ensure a smooth audit process

Head of Sales and Distribution

November 2002 to April 2004

Responsibilities

  • Set up wholesale, private and institutional channels for Birla Sunlife
  • Set up direct sales channel for the organization

Achievements

  • Developed a penetration strategy using branch networking and DSA set-up.
  • Conceptualised and launched Birla Dividend Yield Fund and Birla Bond Index Fund as innovators in the investment management space
  • Launched high revenue earners like Birla Balanced Fund, Birla IT Fund and other similar strategies
  • Set up “Birla Bond Exchange”
  • Developed training programs to increase awareness and penetration of mutual fund Industry
  • Led the team to seamlessly migrate the R&T from one service provider to another
  • Represented the company at various AMFI forums for development of the industry

During the period Birla Sunlife’s AUM increased from Rs. 3,000 crore to Rs. 10,000 crore.

V] ALPIC FINANCE LTD.

1995-96

  • Worked in the Merchant Banking Division of the company as a Manager
  • Handled over 35 Public Issues in the company
  • Responsible for getting IPOs underwritten and sold through a network of intermediaries across the country
  • Responsible for syndication of Inter Corporate Deposits for these IPOs

VI] PARAG PARIKH FINANCIAL ADVISORY SERVICES LTD.

1994-95

  • Responsible for setting up the Investment Banking Division of the company
  • Part of the team engaged in institutional placements
  • Placed over Rs. 40 crore of Equity with leading institutions

VII] TIMES GUARANTY FINANCIALS LTD.

1992 – 94

  • Worked as a Management trainee undergoing rotational training in all divisions of the Company
  • Handled over 30 IPOs
  • Promoted as an Asst Manager (Merchant Banking Division) in 1993.