Dipti Khanapurkar
Thane
Summary
Ambitious and hardworking professional with more than 4 years of experience in stockbroking and multinational organization. Looking forward for the role that will help me to realize my potential by exploring the various aspects of the field of Finance or KYC Operations while I contribute to the organization growth and goals.
Overview
4
4
years of professional experience
Work History
Investment Analyst
Morningstar Investment Management LLC
Navi Mumbai
06.2022 - Current
- Conducting in-depth Asset Allocation analysis, Portfolio Construction Analysis, and Investment Vehicle Analysis on retirement products using key modern portfolio theory statistics and techniques.
- Leading and participating in testing projects to help enhance current methodologies and processes.
- Building and maintaining well-diversified ‘Fund of Funds’ portfolios while helping clients to understand portfolio construction process.
Assistant Manager (Team leader)
ICICI Securities LTD
11.2019 - Current
- Managing team proactively to drive NRI Customer engagement and expedite smooth initiation of trading and investment activities for clients
- Coordinating with Internal teams for increasing operational efficiency
- Identified issues, analyzed information, and provided solutions to problems
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
- Processing NRI Applications by KYC verifications.
Education
CFA Level 1 Cleared -
CFA Institute
USA08-2018
Bachelor of Commerce - Grade A -
V.G. Vaze college of Commerce, Arts and Science
01.2017
HSC - 86.15% -
V.G. Vaze college of Commerce, Arts and Science
01.2014
SSC - 88.73% -
Saraswati secondary school
01.2012
Pursuing MBA -
Dr. D. Y. Patil Vidyapeeth
Navi MumbaiCertification in Investment Banking program -back office -
BSE Institute, Mumbai
Skills
- Leadership skills
- Communication skills
- Team Management
- Analytical skills
Hobbies and Interests
- Dance and Music
- Reading philosophical quotes and articles
Languages
- English
- Hindi
- Marathi
Accomplishments
1.Promoted to Assistant Manager within a year at ICICI Securities
2.Received Spot employee awards at Morningstar within a year
Timeline
Investment Analyst
Morningstar Investment Management LLC
06.2022 - Current
Assistant Manager (Team leader)
ICICI Securities LTD
11.2019 - Current
CFA Level 1 Cleared -
CFA Institute
Bachelor of Commerce - Grade A -
V.G. Vaze college of Commerce, Arts and Science
HSC - 86.15% -
V.G. Vaze college of Commerce, Arts and Science
SSC - 88.73% -
Saraswati secondary school
Pursuing MBA -
Dr. D. Y. Patil Vidyapeeth
Certification in Investment Banking program -back office -
BSE Institute, Mumbai
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