Degree Institution/University Year
PhD M S University, Tirunelveli(Submitted 06/10/2015)  
Post Graduation MBA (Banking & Finance); CUSAT  1984
Degree BSc(Maths); Calicut University 1981
Others CFA ; ICFAI Hyderabad 1995
  Accredited Management Teacher, AIMA, New Delhi 1995
  CAIIB-I, IIB, Mumbai 1999
  Case study Certification, ECCH, UK 2006
  ARMFA, NISM, Mumbai 2015

 

Teaching

Teaching

i)                   ICFAI Business School, Kochi   2004-2010

ii)                 Annamalai University Distance Education 2007-2010

iii)               SMS, CUSAT , Kochi 1998

iv)                Centre for Management Development, Trivandrun  1988-1989

v)                 Mary Matha College, Varandarappilly, Trichur 1983-1984

Industrial

a). Chief Manager, UTI AMC Pvt. Ltd, Mumbai (Jun 1992-Sep 2003)

               

       Joined Unit Trust of India, the pioneer in Indian Mutual Fund Industry, in June 1992 in the Officer Grade A. Posted to Cochin branch and got promoted to Officer Grade B in May 1999. Undergone several training programmes in Finance & Marketing areas from UTI Institute of Capital markets, Mumbai (now known as Indian Institute of Capital Markets)  Assumed charge as Chief Manager at Cochin branch in March 2003 and availed Voluntary Separation Scheme w.e.f. 1st October 2003. Responsibilities included

 

Ø  Credit Rating of Debt Instruments

Ø  Equip the sales force of 1300 agents in 4 districts with 3 Chief Representatives and 1 Chief Agent to the changes in the Organisation and Mutual Fund Industry.

Ø  Overseeing local level service operations of UTI Schemes

Ø  Promoting  clear cut understanding between Mutual Fund schemes and Government owned schemes

Ø  Responsible for marketing plan and strategy for the local market in view of the annual target.

Ø  Personal investment planning for retail unitholders

Ø  Customer Relationship Manager for HNI/Institution/Retail segment in the capacity of Grade A Officer, Grade B Officer and also as the head of the local unit

Ø  Undertaken research studies related to customer behavior for internal use

Ø  Trainer for AMFI certification and also for regular training to sales force and investor education.

 

b). Market and Trade Analyst, Spices Board, Cochin (Aug 1989-Jun1992)

                   

     Joined Spices Board, the central government agency under the Ministry of Commerce for promoting spice exports in 1989 in the Officer cadre. Placed in the Marketing Department for carrying out Market Research with the objective of increasing spice exports; Resigned for better prospects in 1992. Responsibilities included

 

Ø Laison with Embassies across the globe for information on spice market in different countries

Ø Participated in herbal spices market research

Ø Participated in Value added spice products research

Ø Proposed Vanilla cultivation commercially after market study

Ø Study on Trade & Non-trade barriers to spices exports

 

c). Jr. Executive, Marketing, Matsyafed, Kuruvankonam, Trivandrum (Mar 1987-Aug 1989)

           

            Joined this apex federation of fisheries co-operative societies of the Kerala State,  in 1987 in the Marketing Department. Placed in the Marketing department for preparing project reports for social and commercial upliftment of the fishery villages.  Responsibilities included

 

Ø  Project report preparation/evaluation

Ø  Evolving the socio-economic development plans for fisheries sector

Ø  Monitoring performance of ongoing projects

Ø  Responsible for development of Market Information System of the Federation for formulating Marketing Plans for the entire State

More than half a dozen project reports of that period are commercially operated even now by Matsyafed.

 

d). Project Officer, Institute of Social Concern, Trichur (Nov 1986-Feb 1987)

 

 An assignment was picked up in this voluntary organisation run by CMI priests to familiarise about project report preparation and evaluation report preparation for both social and commercial purposes.

 

e). Chief Executive Officer, La Bella Advertising Associates, Cochin (Feb 1985- Aug 1986). Responsibilities included

 

Ø  Campaigns regarding product promotion

Ø  Research regarding consumer behavior

Ø  Managing operations of the agency with 25 staff strength.

Ø  Attended 1st Conference on Television as a Visual Media in Delhi

Ø  Planning media budgets & promotional plans

Research

M S University, Tirunelveli

Submitted Final Report of PhD work 06/10/2015

ASIET, Mattoor Kalady

Guided   25 students for two months Final Projects as part of MG University S4 MBA

Guided 20 students for one month Organisation study as part of MG University S3 MBA

 IBS-Kochi

Guided  50 Management Research Reports for MBA students requiring three months on the Job in  selected industries during 2004-2010, IBS, Kochi

Spices Board , Kochi

As Market & Trade Analyst, Spices Board, Kochi conducted a Market Survey for determining the Scope for taking up vanilla cultivation in India on a commercial basis

In Journals

National

1.      Study on the Structure of Indian Mutual Fund Industry, Erudition(ISSN 0973-7839), The Albertian Journal of Management, Vol.6, Issue 1, Jan. 2012.

2.      In the green room of Mutual fund Products, Portfolio Organizer, February 2010 IUP, Hyderabad

3.      Published  paper titled Managing Wealth in 21st Century in the Cognizance; Annual Research Journal published by Dept of Commerce, St. Albert’s College, Kochi in December 2007

 

International

Determinants of Valuation: An Empirical study of Mergers & Acquisitions in Indian Mutual fund Industry, International Journal of Business and Administration Research Review(ISSN No: 2347-856X), Vol.2, Issue.4, Jan-March, 2014 .pages 37-48

 
In Conferences

National

1.      Changes in the Structure of the Mutual Fund Industry in India, Ugc-sponsored

National seminar On  Banking and financial services industry in india in the emerging scenario: imperatives and  impediments  orgainised by Womens Study Centre, Dept. Of Applied Economics, CUSAT , kochi-22 and Dept of Applied Economics, CUSAT, kochi-22; 22/08/2015

2.      ’Shaken & Stirred’- Determinants of valuation: An empirical study of M&As in Indian Mutual Fund Industry , SMS, CUSAT ;March 30-31, 2012

3.      Study on the Structure of Indian Mutual Fund Industry , BIC-12 , Jan13-14, 2012

St. Berchman’s College, Changanacherry, Kerala

4.      Study on the Structure of Indian Mutual Fund Industry, National conference on Finance & Banking organized scheduled during  3-4 September 2010, Saintgits Institute of Management, Kottayam 

 

International

1.       Case Study titled” Pangs of Growing up” , 2nd International Conference on Management(IBSA-ICON’07) December 2007

2.       Developed a blog on Wealth Management for use by students/academicians/practitioners  http://www.solutionsxgen.blogspot.com/

 

 

Community Development for Expansion of Investments in Mutual Funds

1.       Continue to write a column on mutual funds in Business Manorama published every Monday from Malayala Manaorama

2.       Extend advice on Mutual Fund Products

3.       Distribute Mutual Fund products

Name of the Seminar/ Conference/ Symposia/     Workshop, etc.

Institution / Place

Date and Duration

The KMA MKK Nayar memorial lecture, by K Jayakumar  VC Malayalam Sarvakalasala  on ‘Redefining the Kerala Model of Development’

At Hotel Renaissance, Palarivattom  by Kerala Management Association , Kochi

25 February 2016

 

14th K P Hormis Commemorative Lecture by Dr Raghuram Rajan, Governor, Reserve Bank of India on changes happening in the Indian Banking Sector

 

Conducted at Le Meridian , Ernakulam by Federal Bank Ltd, Alwaye

13 February 2016

Customer Profitability for Continued Excellence

KMA

The Centre hotel(Avenue Center), Panampilly nagar, Cochin 21/08/2014

Contemporary trends in Architecture, Evening lecture by Arch. Gopakumar

KMA

12/05/2014

“Enabling India Incorporation-Exploring opportunities”

Annual Convention  of KMA

Kerala Management Association

06-07 February 2014

“Fundamentals in Leadership” Evening lecture, KMA : address by Mr Radhakrishnan, CHO, Federal Bank, Alwaye

Kerala Management Association

2 hrs

30 August 2013

National workshop on Research methodology and statistical analysis: new trends

Rajagiri Centre for Business Studies, Kakkanad, Kochi

16-18, July 2013

National Conference on Banking and Finance

BMIM, Kochi

26/04/2013

Teaching Skills for Management Teachers

SNGIST, N Paravur, Ernakulam

May 29-30, 2013

Case Writing Workshop

XIME, Kochi

27/03/2013

Learning Techniques

NPTEL at ASIET, Mattoor, Kalady

23/01/2013

Infosys- Campus Connect

Infosys at ASIET, Mattoor, Kalady

11/06/2012-15/06/2012

Infosys- Campus Connect

CAF

-do-

Webinars throughout the year

Shaping Young Minds Programme

KMA

April 10, 2012

FBS Annual Lecture Series by Usha Thorat, Former RBI Dy, Governor

FISAT Business School, Angamaly conducted at Taj Gateway Hotel, Marine Drive, Kochi

25/11/2011

Global Financial Capital Market

E Balanandan Research Foundation & CUSAT at CUSAT campus Thrikkakara

28/9/2011

Forex and Commodities Derivatives

MCMAT, Perumabavoor at IMA hall, Kaloor

20/09/2011

 

Professional Body Membership

1.      Kerala Management Association, Kochi

a.       Worked in Sub-Committee on Education 2008

2.      All India management Association, New Delhi

a.       Accredited Management Teacher (1995)

3.      Council of Chartered Financial Analyst of India, Hyderabad

4.      AIMS International(Association of Indian Management Scholars), Houston, USA

5.      http://www.msmementor.in/

6.      Management Teachers Forum, Hyderabad (4500 Management Teachers are members in this network across globe, )

7.      SEBI Registered Mutual Fund Distributor

Awards

1. Best Teacher Award 2011-12

2. Best Teacher award 2012-13

Books Published
Consultancy Services

1. Mutual Funds

2. Resource Person for the following:

Retirement Planning

21/12/2015

Income Tax Dept, IS Press Road, Kochi-682018

Resource Person for 3 hour coaching for Ministerial staff including Superindents

IFRS and GST

 

EMPORIO’14

Two Day National Seminar

On

IFRS and GST

 11th and 12th December 2014

 

Co-Chair along with Prof C S Hariharan, for moderating Research Presentations at Bishop Speechly College for Advanced Studies (BISCFAS), Pallom; Kottayam

Status of Indian Mutual Fund Industry

SD College, Alleppey

25 and 26 September 2014

Resource person  for UGC Sponsored National Seminar on
Challenges and Prospects in Finance and Financial Services
 

Seminar on Financial Planning organized jointly by IIFL, Mumbai & Malayala Manorama, Kottyam

Hotel Malabar Palace, Calicut 05/02/2011

 

 

Resource Person for 1 day session

Workshops/MDPs conducted/Resource support Given

1.     Geojit BNP Paribas Financial Services Ltd

         a. 3 hrs Training on Mutual Fund Industry to Entry Level Officers, Kochi September 06 & 08, 2010: 40 participants

2.     ICICI Securities Ltd, Mumbai

                 a.  4 days Graduate Training Programme leading to induction to services as Officers on regular pay; Customised module on Capital Markets – Kochi April12-15 2010

3.     International College of Financial Planning, Delhi

                 a. 2 day training for Post Graduate Diploma in Financial Planning

            a. Kottayam  - October 2008

            b. Ernakulam – September 2008

4.     St. Teresa’s College, Ernakulam

a.       Certificate Programme in Capital Markets for Post graduates – 20 Sessions - 2006

5.     St. Albert’s College, Ernakulam

a.       Certificate Programme in Capital Markets for Post Graduates – 20 sessions – Nov 2005

6.     Birla Sun Life Insurance Co Pvt Ltd, Mumbai

a.       One day Training for Agency Managers  on Marketing of ULIPs - 2005

7.     Industries Dept, Govt of Kerala

a.       Orientation Programme on Capacity Building for Assistant District Industries Officers – July 2004

8.     ICICI Prudential Life Insurance Co Pvt, Mumbai

a.       One day Training for Sales Managers on Marketing of Capital Market products – 2003