Karam Chand
Assistant Vice President- ETF and Indexing Specialist at HSBC, Equity, Mutual funds,Wealth Management,Financial Planing, Ex- Moody’s Analytics. CFA Level-2 Candidate (USA), CMT, ESG, Swing and Positional Options Trader
- Role
- Assistant Vice President- Etf and Indexing Specialist at HSBC
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Karam Chand
Wealth management, Financial Planing. MBA Finance and Marketing,CFA Level - 2(USA) and…
Experience
Assistant Vice President- Etf and Indexing Specialist
Jun 2021 — Present
1- Support content creation across a wide range of financial services topics for various RFP/RFI/DDQs.2- To handle ETF and indexing business Equity and fixed income, complete RFP, RFI, and DDQ for various institutional clients, and work with an investment specialist team.3- Knowledge of financial products and various asset classes.4- Interact with other regional RFP teams to develop RFP responses.5- Managing the completion of the RFP/RFI/DDQ to the deadline by establishing priorities and target dates for drafting, information gathering, review and final approval of RFPs/RFIs/DDQs.6- Review various requests and provide suggestions to improve better content quality work to the clients.7- work with the automation team to automate the regular task to improve the process to increase efficiency.8- Continually look for ways to improve and simplify the RFP team’s processes.9- To work on RFP, DDQ, and RFI and involve with Portfolio managers and investment specialist team to complete the request with a strict deadline.10- Handel high-level volume requests to complete on time. 11- Manage workload to successfully meet assigned deadlines and assist other team members when required.12- Complete client due diligence questionnaires by liaising with subject matter experts at all levels throughout the business to source information.13- Proactively communicate potential issues.14- Strong familiarity with MS Office suite (Word, Excel, PowerPoint) and RFP software (Pmaps, DOOR, Sales force and Loopio.15- To handle ESG related requests and involve with SMEs to produce better content quality.
Education
SD Law College
Bachelor of Laws - LLB, International Law and Legal Studies
Amity University
MBA finance and marketing, Banking, Corporate, Finance, and Securities Law
2012 — 2014
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