Pratik Dhole
Team Leader
Mumbai
Summary
Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker and consensus builder.
Overview
8
8
years of professional experience
6
6
Certifications
Work History
Team Leader
Morningstar
07.2024 - Current
- Facilitate effective communication between Seattle and Kolkata stakeholders, ensuring timely updates and efficient resolution of process discrepancies.
- Develop comprehensive training modules and resources, fostering professional development and ensuring adherence to company policies.
- Conduct monthly one-on-one meetings to assess team member performance and workflow accuracy, encouraging suggestions for process improvements.
- Streamlined workflows for increased efficiency, reducing turnaround times for critical tasks.
- Accountable for fostering team engagement and collaboration.
Associate Team Leader
Morningstar
10.2022 - 06.2024
- Responsible for team's overall operations and growth including identifying and implementing process improvements
- Spearheading data team and acting as subject matter on data processes
- Training new recruits with methodologies and getting them familiar with process
- Setting and rightsizing targets for team and ensuring performance standards are consistently met or exceeded.
Quality Assurance Specialist
Morningstar
04.2022 - 09.2022
- Responsible for monitoring and optimizing the data processing, responding to queries from the team,and guaranteeing high-level quality assurance
- Conducting regular checks and maintaining top-notch standards in the way that we process information.
Senior Research Associate
Morningstar
10.2021 - 03.2022
- Manage and oversee company research requests
- Providing actionable insights and implementing process improvement projects.
Research Associate
Morningstar
02.2019 - 09.2021
- Responsible for performing secondary research into equity investments in startup and M&A transactions from the investor's perspective
- This included gathering and analyzing relevant data to provide meaningful insights to clients.
Relationship Manager
5Paisa Capital
05.2018 - 12.2018
- Worked with Mutual Fund departments to facilitate communication and deliver personalized solutions to customers.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Achieved goals for sale of products and services and exceeded performance metrics for customer service.
Intern
BSEIndia, Equity Research
05.2017 - 06.2017
Management Trainee
West Pioneer Properties (India) Pvt. Ltd
04.2016 - 07.2016
Education
Bachelor of Management Studies (B.M.S) -
University of Mumbai
06.2012 - 2015.04
Master of Management Studies (M.M.S) - Finance
Lala Lajpatrai Institute Of Management
08.2016 - 2018.08
Skills
Additional Information
- Two times Team Lead of the Quarter - Morningstar
- Two times Star of the Quarter - Morningstar
- Top Performer - 5 Paisa Capital
Languages
English
Marathi
Hindi
Certification
Certificate in Alternate Investments
Software
MS Office
Power BI
Tableau
Timeline
Team Leader
Morningstar
07.2024 - Current
Associate Team Leader
Morningstar
10.2022 - 06.2024
Quality Assurance Specialist
Morningstar
04.2022 - 09.2022
Senior Research Associate
Morningstar
10.2021 - 03.2022
Research Associate
Morningstar
02.2019 - 09.2021
Relationship Manager
5Paisa Capital
05.2018 - 12.2018
Intern
BSEIndia, Equity Research
05.2017 - 06.2017
Master of Management Studies (M.M.S) - Finance
Lala Lajpatrai Institute Of Management
08.2016 - 2018.08
Management Trainee
West Pioneer Properties (India) Pvt. Ltd
04.2016 - 07.2016
Bachelor of Management Studies (B.M.S) -
University of Mumbai
06.2012 - 2015.04
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