Hussain Champa, Associate Vice President

Hussain Champa

Associate Vice President

Seguro Private Wealth

Location
United Arab Emirates - Dubai
Education
Master's degree, Financial Management, Finance and Financial Management
Experience
12 years, 6 Months

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Work Experience

Total years of experience :12 years, 6 Months

Associate Vice President at Seguro Private Wealth
  • United Arab Emirates - Dubai
  • My current job since July 2019

- Beholding the day to day requirement of the Products team
- Liaising with product providers like Asset Managers, open architecture platform providers, Life Insurance companies, Estate planning partners etc.
- Analyzing Funds and insurance products, with the purpose of building the Product Basket for recommendation, each quarter.
- Authorizing and supervising the entire product on-boarding process, from due diligence and back ground check, to final launch of the product.
- Revenue, additional incentives and contest negotiation with the product providers.
- Designing location based internal contest for the achievers/Qualifiers.
- Organizing client events with channel partners and addressing the clients about the organizational offerings and global outlook.
- Articulating various reports on Macro Outlook, specific event and product overview.

Senior Product Manager at Anand Rathi Financial Services
  • India - Mumbai
  • October 2017 to July 2019

- Heading the initiative of on-boarding and continuously evaluating financial products for the vertical
- Meeting Fund Management team to identify the motivation behind driving a particular fund and its positioning in the market
- Training the sales team on every aspect of the new product introduced as well as ongoing product basket
- Liaison with the IT department in automating portfolio evaluation tool
- Conducting workshop for the internal team for enhancing the overall product knowledge
- Compering client seminars as part of client acquisition initiative

Manager at Anand Rathi Financial Services
  • India - Mumbai
  • October 2015 to October 2017

- Crafting clients portfolio with the aim of creating alpha over benchmark
- Targeting accomplishment of financial goals set by the clients, with effective allocation of assets
- Defining the additional investment strategy inclined to achievement of objectives
- Monthly region visit for overall business development by meeting clients and training advisers on effective closures
- Forming Team based strategies to achieve organizational objectives.
- Creating Portfolio evaluation tools that assist adviser in closure, while addressing the client

Head of Department at Ffreedom Wealth Management
  • India - Mumbai
  • May 2015 to October 2015

- Heading the team of Investment advisors.
- Carving 360 degree financial solution for all the primary objectives of the clients, including every aspect of financial planning
- On-boarding and evaluating financial products
- Updating the sales team with all the developments in different aspects of Product recommendation and advisory changes
- Preparing Monthly Market Commentary for client update.

Assistant Manager at ffreedom Wealth Management
  • India - Mumbai
  • February 2014 to May 2015

- Carving 360 degree financial solution for all the primary objectives of the clients, including every aspect of financial planning
- Updating the sales team with all the developments in different aspects of Product recommendation and advisory changes
- Preparing Monthly Market Commentary for client update.

Senior Executive at Ffreedom Wealth Management
  • India - Mumbai
  • July 2012 to February 2014

- Discussion of financial plan with the clients and help them in acting upon it by investment, Life insurance, general insurance.
- Maintaining MIS for the list of member and according the opportunities closed.
- Coordinating with clients and internal team to ensure that the client face a smooth execution process.

Trade Analyst at TCS e-Serve International Ltd
  • India
  • August 2010 to February 2011

Maintaining the daily MIS for the department and do follow up's with client
banks. Review the Risk Participation Certificate and Letter of Credit in the
initial stage of the process in order to ensure that the details mentioned
are compatible with the terms and conditions. Coordinating with different
departments to make sure all stages in the process of Risk Participation is
completed on time.

Education

Master's degree, Financial Management, Finance and Financial Management
  • at IES Management College and Research Centre
  • January 2018

Masters in Financial Management.

Bachelor's degree, Management Studies
  • at Mumbai University
  • January 2010

Bachelor in Management Studies

High school or equivalent, Commerce
  • at Mumbai University
  • April 2007

Higher Secondary Certificate

Specialties & Skills

Private Wealth Management
Partner Engagement
Analytics
Product Development
Strategic Investment
FINANCIAL
INSURANCE
MARKETING
BUSINESS DEVELOPMENT
DRIVING
Research
Investment Analysis

Social Profiles

Personal Website
Personal Website

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Languages

Arabic
Beginner
Hindi
Expert
English
Expert

Hobbies

  • Reading
    Daily news, Investment books etc
  • Weightlifting
    Daily workout.