CFA Society India highlights importance of soft and technical skills at 1st India Financial Talent Summit

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Bangalore: CFA Society India, in collaboration with CFA Institute, the global association of investment professionals, hosted the 1st India Financial Talent Summit, in Mumbai. The Summit was attended by nearly 320 investment management professionals, including CFA® charterholders and CFA® Program candidates.

“With more domestic savings going towards financial products, almost all the sub-sectors of investment and finance industry are witnessing growth in business and recruitment. With this first-of-its-kind Summit, our aim is to bring together senior industry professionals and recruitment consultants to provide charterholders and candidates a comprehensive perspective on careers in the finance and investment industry,” explained Jayesh Gandhi, CFA, president, CFA Society India (volunteer) and senior portfolio manager, Birla Sun Life Asset Management Company Limited.

“From a 2 trillion-dollar economy, India is headed to becoming a 4 trillion-dollar economy in the next 7–8 years. The future will be very exciting and there will be a host of opportunities across the spectrum of financial services, especially for CFA charterholders as the CFA® charter is considered the gold standard in financial services.”
— Sunil Singhania, CFA, Global Head, Equities, Reliance Capital Limited
“Continuous professional development and life-long learning is a key aspect of career growth, especially in the financial services industry.”
— Navneet Munot, CFA, Chief Investment Officer, SBI Funds Management Private Limited

“Compatibility between you and your work environment should be a key in career decision-making. Moreover, measuring your impact—on clients, as a leader and manager—is one of the many stages of the career exploration process.”
— Heather Packard, Director, Career Management, CFA Institute

“There is a huge demand-supply gap for client centric advisors in the wealth management space in India.”
— Gajendra Kothari, CFA, MD and CEO, Etica Wealth Management Private Limited

Senior investment management professionals participated in the day-long Summit, including Chandru Badrinarayan, ED and Head, Client Coverage, South Asia, MSCI; Manish Chourasia, Chief Executive Officer, Tata Cleantech Capital Ltd.; Prasun Gajri, CFA, Chief Investment Officer, HDFC Standard Life Insurance Co. Ltd.; Rajeev Radhakrishnan, CFA, Head, Fixed Income, SBI Funds Management Pvt. Ltd.; Ravi Raman, MD and COO, InfraHedge Ltd.; and Shameek Ray, CFA, Head, Debt Capital Markets, ICICI Securities Primary Dealership Ltd.