Hussain Champa
Associate Director - Products
Dubai
Summary
Experienced Wealth Product Professional with a proven track record of success in analyzing, designing, and implementing wealth management solutions. 12+ years of experience in the financial industry with a strong background in product development, market research, and data analysis. Skilled in using data to drive business decisions and create innovative solutions that meet client needs. Specialties: Wealth Management Products and Services Market Research and Analysis Financial Modeling and Analysis Customer Needs Analysis Data-Driven Decision Making Product Development and Launch Cross-Functional Team Collaboration Presentation and Communication Skills
Overview
13
13
years of professional experience
7
7
years of post-secondary education
Work History
Associate Director - Product
FinMark Capital Limited
Dubai
07.2021 - Current
- Assisted CIO in business strategy and product development, as key team member
- Led Product and Investment vertical with extensive research on Global Equities, Bonds, Derivatives, and Structured Investment
- Managed product and investment P&L, onboarded and maintained relationships with Private Banks, Investment Banks, Fund Houses, and Brokerages
- Developed proprietary technology "Pricer for All" for efficient pricing, execution, and monitoring of structured products.
- Managed 25 Relationship Managers' Product requirement individually
- Established team priorities, maintained schedules, and monitored performance
- Planned, created, tested, and deployed system life cycle methodology to produce high-quality systems to meet and exceed customer expectations
Associate Vice President - Products
SEGURO Private Wealth
Dubai
07.2019 - 07.2021
- Introduced new funds and investment strategies to enhance product offerings, aligned with company strategy
- Conducted thorough evaluation and screening of investment opportunities, including analysis of industry, geography, business models, financial statements, valuations, and fundamental data
- Developed and analyzed financial models to aid investment decisions
- Created investment committee materials to present findings and recommendations
- Monitored and continuously evaluated portfolio investments for performance and risk management
- Assisted in maintaining relationships with third-party managers, advisors, banks, and other partners
Senior Product Manager
ANAND RATHI Preferred Wealth Management
Mumbai
10.2017 - 07.2019
- Led initiative for on-boarding and evaluating financial products, continuously expanding vertical's offerings
- Collaborated with Fund Management teams to identify and position new funds in the market
- Trained sales team on new and ongoing product knowledge
- Worked with the IT department to automate the portfolio evaluation tool
- Conducted workshops to enhance overall product knowledge for the internal team
- Hosted client seminars as part of the client acquisition initiative
Product Manager
Anand Rathi Preferred Wealth Management
Mumbai
10.2015 - 10.2017
- 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 the achievement of objectives
- Monthly region visits 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 the adviser in closure, while addressing the client
Head of Product
Ffreedom Financial Planners
Mumbai
04.2014 - 10.2015
- Heading the team of Investment advisors
- Carving 360-degree financial solutions 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 updates.
Assistant Product Manager
Ffreedom Financial Planners
Mumbai
07.2012 - 04.2014
- 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.
Trade Analyst
TCS e-Serve International Ltd
Mumbai
08.2010 - 02.2011
- 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
MBA - Financial Management
IES Management College And Research Centre
Mumbai, India 04.2015 - 04.2018
Certified Financial Planner - Personal Finance
FPSB
Mumbai, India 01.2012 - 01.2013
BBA - Management Studies, Finance
Our Lady of Grace Trusts St.Gonsalo Garcia College of Arts And CommerceBehind Bassein Cricket Ground Near Bassein
Mumbai, India 05.2007 - 05.2010
Wealth Management - Basics - Wealth Management
Centre For Investment Education & Learning
Mumbai, India 03.2016 - 06.2016
Mutual Fund Distributors Certification Examination (AMFI) - NSE - Mutual Funds
Association Of Mutual Funds in India
Mumbai, India 10.2019 - 10.2019
Skills
Market Research and Analysis
Timeline
Associate Director - Product
FinMark Capital Limited
07.2021 - Current
Mutual Fund Distributors Certification Examination (AMFI) - NSE - Mutual Funds
Association Of Mutual Funds in India
10.2019 - 10.2019
Associate Vice President - Products
SEGURO Private Wealth
07.2019 - 07.2021
Senior Product Manager
ANAND RATHI Preferred Wealth Management
10.2017 - 07.2019
Wealth Management - Basics - Wealth Management
Centre For Investment Education & Learning
03.2016 - 06.2016
Product Manager
Anand Rathi Preferred Wealth Management
10.2015 - 10.2017
MBA - Financial Management
IES Management College And Research Centre
04.2015 - 04.2018
Head of Product
Ffreedom Financial Planners
04.2014 - 10.2015
Assistant Product Manager
Ffreedom Financial Planners
07.2012 - 04.2014
Certified Financial Planner - Personal Finance
FPSB
01.2012 - 01.2013
Trade Analyst
TCS e-Serve International Ltd
08.2010 - 02.2011
BBA - Management Studies, Finance
Our Lady of Grace Trusts St.Gonsalo Garcia College of Arts And CommerceBehind Bassein Cricket Ground Near Bassein
05.2007 - 05.2010
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