Ravi Sharma
Independent Director at Right Horizons Investment Advisory and Wealth Management
Ravi Sharma
Independent Director at Right Horizons Investment Advisory and Wealth Management
Greater Melbourne Area
Overview
Work Experience
Director
2015 - Current
Independent Director
2016
Senior Director - Investment Consulting
2013 - 2014
Represent Sun Life in Asia Strategise offshore fund mobilization, Relationship management for key Institutions • Tracking and reporting implementation to the board. • Investment Committee and evaluation of key risk parameters. • Market mapping and tracking competition on product segmentation • Project management for key initiatives, Take ownership until ready to roll out, ensure timely execution and team involvement for projects.
Chief Executive Officer
2012 - 2013
Worked as a CEO for Petro Vietnam Asset Management in Hanoi, Vietnam (Three way partnership with HDI Gerling, Germany, Sun Life Financial, Canada and Petro Vietnam, Vietnam) from 2012 to 2013 • Set up new business processes for Sun Life in Vietnam. • New Organization set up in Vietnam, tie up with associates • Finalised processes for client management, decision-making matrix, vendor selection for technology solutions for the . • Dealing with Vietnam Regulator and Government officials for the new Organisation
Managing Director, Head - Investment Projects
2009 - 2012
Key projects management • Evaluation of product investments process • Risk management and attribution analysis • Providing data analysis and performance comparison • Functional procedures and analysis for key risk parameters • Technology improvements for seamless coordination among Fund Managers and back office • Evaluation of technology and process for better Investment management and Customer experience
Chief Executive Officer
2007 - 2008
Heading All India operation for wealth and portfolio management services, Insurance advisory• Evaluation and selection of External Fund Managers and finalize recommendation • Branches and Regional team management • Advise asset allocation and selection • Clients servicing, risk return profile advisory • Represent Organisation at Public forums, Investor seminars and Industry Forums • Participate with Regulator for introduction of best practices for the Industry • Implement new technology for back office and improve customer service
Senior Vice President
2000 - 2007
Responsible for India wide Institutional and Retail segments • Corporate Spokesperson for BSLAMC • Sales team development, On-boarding for Sales persons, Distributors and their employees • Educational Drive for Internal Wholesalers and channel partners • Effective market intelligence on investments and key client management • Introduced ‘Classroom’ – the first investor education program for socially responsible mutual funds in India on CNBC • Brilliance award for investor kids to increase emotional connect • Nominated for exceptional leadership award of Aditya Birla Group
Head - Marketing
1999 - 2000
Deputy General Manager - Consumer Electronics • Marketing, Pricing and profitability • Supply Chain management, Tax efficient rolling forecast, Managed over 1500 SKUs through hub and spoke model and JIT • Launch of new range of Color televisions ‘Technology Next’ , Bazooka Gold, Challenger deluxe series • Key accounts management • New product ideas with R&d Department
Deputy General Manager
1994 - 1998
Head of Western India. Responsible for starting new operations in India, such as new factory and office set up, recruitments, setting up service franchisees, dealer network and rolling forecast for all consumer electronic products. • Co-ordination with Washing Machine Division, Japan and Regional office (Asia and Middle East) • Set up manufacturing unit for washing machine in Backward zone in India supplying to all Asian markets • Develop products, analysing markets and competitions in Asia Represented India in Global Conference in Osaka, Japan. Washing machine project in India for international and domestic market with Panasonic, Malaysia
Assistant General Manager
1991 - 1994
Regional head for Western India Region My first foray into nascent market of consumer electronics. Started sales and service operation for the newly created home appliances company for washing machines, Vacuum cleaners and Microwave ovens. • Strategic planning and execution • Channel management, Supply chain management • Introduced direct selling methodology for Vacuum cleaners and Microwave ovens Consumer segment analysis and verification model for servicing needs. Highest Contribution to All India Sales.
General Manager
1982 - 1991
Joined in 1982 as a Sales Officer and rose to the level of General Manager ( Youngest ever to achieve the position) • Channel Management, In depth travel across India • Permanent journey plan for effective coverage keeping in mind the potential and frequency • Sourcing, inventory management to Direct selling ( home to home) for Electrical Products • Rural marketing in agriculture rich areas, • Coordination with Integrated Rural Energy Department of Government of India for rural marketing