Dhiraj Dhole
Executive Junior Product Manager
Mumbai
Summary
Effective Student committed to learning, developing skills in Finance and team contribution. Self-directed and energetic with superior performance in both autonomous or collaborative environments working independently and collaborating with others on group projects.
Overview
6
6
years of professional experience
4
4
Certifications
Work History
Senior Executive Junior Product Manager
JM Financial Services Limited
12.2022 - 07.2024
- Understanding PMS, AIF, Life Insurance and Unlisted Shares from salesperson point of view and creating product notes for ease in approaching the clientele.
- Creating and publishing the performance and comparative analysis of PMS & AIF Products empanelled with organization and additionally creating monthly investment opportunities report.
- Driving regulatory certification for NISM's Mutual Fund and Portfolio Management Services distributors license.
- Evaluation of new products in PMS & AIF Segment.
- Produced dashboards to depict product’s sales and understand performance on a branch/salesperson level
Trainee Rating Analyst
ESG Risk Assessment & Insights
05.2022 - 11.2022
- Rated 1000+ companies on basis of environment, social, and corporate governance compliance and have written summaries about the ESG rating and scores assigned.
- Understanding the effect of materiality and transparency on a different key issues in different companies.
- Part of head committee for ESG India Leadership Awards 2022
- Contributed towards organization 'The ESG Yearbook 2022' through analysis in retail, food, and chemical sectors.
Intern
Money Management India
11.2021 - 12.2021
- Completed research, compiled data, updated spreadsheets, and produced timely reports.
- Researched Landscape of Peer-to-Peer Lending in India
- Conducted research and formulated a hypothetical retirement number with respect to annual expense of an individual.
- Researched on Evolution of Wealth Tech in India
- Analyzed performance of Debt Credit Risk Mutual Fund
Intern
H&R Block
03.2018 - 04.2018
- Assisting clients with their Income Tax returns on initial level and their onboarding
- Engaging with clients to solve queries and doubts
- Interacting with clients for understanding their needs and feedback
- Assisting CA's in E-filing of the returns.
Education
MBA -
Shailesh J. Mehta School of Management, IIT Bombay
Mumbai, India 04.2001 -
Post Graduation Diploma - Financial Technology
BSE Institute Limited
Mumbai 04.2001 -
BBA - Financial Services
School of Management, Ajeenkya DY Patil University
Pune 04.2001 -
12th - Science
Vande Mataram Vidyalaya
Nagpur 04.2001 -
High School Diploma -
Mount Carmel Convent School
Katol 04.2001 -
Skills
MS Office
Technical Analysis
Fundamental Analysis
Requirements Gathering
Competitive Analysis
Data Collection
Accomplishments
- Institute of Management Accountant, USA Scholarship Holder
- Winner at Debate Competition held at 'Torque 21'
- Volunteered at Culture & Sports event at Ajeenkya DY Patil 'Abhyuday 2016-17'
- Written & published research paper on Media Franchising in Marvel Cinematic Universe (ISBN: 978-93-87665-65-1), A study on consumer awareness towards Fire Insurance & Preference of Fire Insurance Company (e-ISSN: 2395-0216), A study on Impact of the Demonetization on Paytm (ISBN: 978-93-87665-65-1)
- CAPTSONE Project : Development of Basic Wealth Tech App
Languages
English
Hindi
Marathi
Certification
Executive Programme in Algorithmic Trading
Gaming, Exploring about Football & F1, travelling
I really love keeping up with different football leagues, both local and global. It's not just about watching the games – I get a kick out of breaking down the match strategies, checking out player tactics, and seeing how teams work together. Whether it's the buzz in the stadiums or the strategic moves on the field, football gives me a whole bunch of things to enjoy.
Timeline
NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination
02-2023
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
02-2023
Senior Executive Junior Product Manager
JM Financial Services Limited
12.2022 - 07.2024
NISM-Series-VIII: Equity Derivatives Certification Examination
09-2022
Trainee Rating Analyst
ESG Risk Assessment & Insights
05.2022 - 11.2022
Intern
Money Management India
11.2021 - 12.2021
Executive Programme in Algorithmic Trading
01-2021
Intern
H&R Block
03.2018 - 04.2018
MBA -
Shailesh J. Mehta School of Management, IIT Bombay
04.2001 -
Post Graduation Diploma - Financial Technology
BSE Institute Limited
04.2001 -
BBA - Financial Services
School of Management, Ajeenkya DY Patil University
04.2001 -
12th - Science
Vande Mataram Vidyalaya
04.2001 -
High School Diploma -
Mount Carmel Convent School
04.2001 -
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