Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Timeline
Generic

Dhwani Champaneri

Boisar

Summary

Research Analyst proven ability to manage intricate details and deliver comprehensive insights in the financial services sector. Strong analytical skills complemented by effective communication and problem-solving capabilities. Committed to producing thorough competitive assessments and supporting team objectives with a proactive approach.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Research Analyst (Global Equity Operations)

MORNINGSTAR INDIA LTD
Navi Mumbai
01.2022 - Current
  • Conducted comprehensive research on global equity data across multiple companies.
  • Prepared client documents in alignment with established SLAs.
  • Ensured quality standards by delivering accurate data to clients.
  • Quickly adapted to new technologies and software applications.
  • Collected operating metrics data through analysis of financial statements.
  • Gained insights into liquidity risk, credit risk, and associated data points.
  • Analyzed large data sets to identify patterns and inform strategic decisions.
  • Segregated financial statements by form type and market, boosting accuracy and efficiency by 30%.
  • Worked in multiple projects spanning industry of REITs and Insurance.

Associate- Customer Support (Project- Myntra)

Tech Mahindra BPO
Mumbai
10.2020 - 04.2022
  • Improved client relationships through outstanding service, leading to repeat business referrals.
  • Streamlined communication processes, reducing response time for support tickets significantly.
  • Acted as key contact for escalated issues, resolving complex customer concerns effectively.
  • Maintained comprehensive knowledge of products and services to better serve clients.
  • Handled customer complaints with empathy and professionalism, ensuring high satisfaction levels.
  • Responded quickly to customer inquiries through various channels, improving overall experience.
  • Built rapport with clients using positive language to enhance interactions.
  • Followed company guidelines for communication at all times, prioritizing customer satisfaction.

Billing and Accounts Assistant

SHREE SAIDEEP AUTOMOBILES
Mumbai
01.2019 - 01.2020
  • Making Sale & Purchase invoices
  • Handling cash and credit invoices
  • Maintaining ledgers
  • Preparing and distributing cheques
  • Making purchase orders
  • Coordinating with customers for orders
  • After sale services to customers
  • Customer interaction over phone for new orders.
  • Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered
  • Enhanced financial accuracy by reconciling accounts, verifying transaction details, and resolving discrepancies

Accounts Trainee

CA MUKESH PATIL& CO.
Mumbai
01.2017 - 01.2018
  • Interacting with client on GST registrations, timely returns to be filed
  • Obtaining details related to client business, address and basic details
  • Follow up for tax filing documents, payment processing
  • Responsible for document collection and maintenance of record books
  • Following up for timely GST payments and Income tax payments
  • Obtaining of invoices on timely basis.
  • Maintaining of data by entering, verifying and backing up data
  • Contributing to team-efforts by accomplishing related results as needed
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Provided valuable assistance during audits by gathering necessary documentation and responding to inquiries from auditors

Education

Bachelors in Management Studies - Finance

S.K SOMAIYA COLLEGE OF ARTS, SCIENCE & COMMERCE
Mumbai
04.2017

GED -

CHINMAYA VIDYALAYA TARAPUR
Mumbai
04.2014

FRM part-1 - Risk Management

GARP
Mumbai

Skills

  • Data analysis and Excel
  • Attention to detail
  • Microsoft Office proficiency
  • Team building and collaboration
  • Analytical thinking
  • Active listening
  • Financial analysis
  • Credit analysis

Websites

Accomplishments

  • Achieved SLA through effectively meeting targets and high level accuracy.
  • Worked with automation projects to extract data from Financial statements. (Research part).
  • Handled Junk research project with initiation to implementation and achieved efficiency in the process.
  • Achieved spot awards for exemplary performance in the process

Certification

  • Certification in Credit Analysis from Eduzi Academy

Timeline

Research Analyst (Global Equity Operations)

MORNINGSTAR INDIA LTD
01.2022 - Current

Associate- Customer Support (Project- Myntra)

Tech Mahindra BPO
10.2020 - 04.2022

Billing and Accounts Assistant

SHREE SAIDEEP AUTOMOBILES
01.2019 - 01.2020

Accounts Trainee

CA MUKESH PATIL& CO.
01.2017 - 01.2018

Bachelors in Management Studies - Finance

S.K SOMAIYA COLLEGE OF ARTS, SCIENCE & COMMERCE

GED -

CHINMAYA VIDYALAYA TARAPUR

FRM part-1 - Risk Management

GARP

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Dhwani Champaneri