"This is an area that would see explosive growth." | Finance, Sales, Pension Funds | Mr. Sriram Iyer

11/06/2025 1h 27min Episodio 12
"This is an area that would see explosive growth." | Finance, Sales, Pension Funds | Mr. Sriram Iyer

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Episode Synopsis

Join us for an insightful episode featuring Mr. Sriram Iyer!With nearly three decades of leadership experience across banking, capital markets, and financial product distribution, Mr. Iyer currently serves as the Managing Director & CEO of HDFC Pension Fund Management Ltd. In this episode, we explore his fascinating journey — from a structural engineering graduate to one of Asia’s top 20 pension fund executives.Mr. Iyer shares his reflections on navigating career pivots, building trust with clients, and communicating complex financial ideas with clarity. We break down the principles of sales, dive into the history and future of pension funds, and understand how they can better reach the broader Indian population.This episode is a masterclass in finance, trust-building, and leadership. Whether you're an aspiring finance professional or simply curious about personal finance, retirement planning, or the inner workings of the financial services industry — this conversation is full of clarity, depth, and timeless wisdom.Timestamps:00:00 - Introduction01:05 - Mr Iyer's Journey in Finance3:30 - Pivoting Roles18:00 - Principles of Sales30:40 - Dealing with different client bases42:50 - Building Trust with Clients48:30 - Pension Funds and their History1:00:30 - What Mr Iyer would change about Pension Funds1:05:00 - How pension funds can reach the masses1:15:30 - Developments in the Financial Industry1:21:03 - Pieces of advice for budding finance experts#HDFCPension #FinanceLeadership #PersonalFinance #RetirementPlanning #PensionFunds #FinancialLiteracy #IndianFinance #SuccessDocumented #FinancePodcast #InvestmentTips #SalesInFinance #ClientTrust #FinanceCareer #NPSIndia #MoneyMatters #WealthManagement #FinancialAdvice

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