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 - Introduction

01:05 - Mr Iyer's Journey in Finance

3:30 - Pivoting Roles

18:00 - Principles of Sales

30:40 - Dealing with different client bases

42:50 - Building Trust with Clients

48:30 - Pension Funds and their History

1:00:30 - What Mr Iyer would change about Pension Funds

1:05:00 - How pension funds can reach the masses

1:15:30 - Developments in the Financial Industry

1:21:03 - Pieces of advice for budding finance experts

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