Dhaval Patel Email and Phone Number
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I have over 15 years of experience in the fintech industry, with a focus on digital wealth and asset management solutions. As the Vice President of Products & Pre-Sales at EbixCash Financial Technologies, I lead the product vision, strategy, and execution of cutting-edge and customer-centric products and services that address the diverse and complex needs of investors, advisors, and institutions in the global financial market.I manage a team of skilled product managers, analysts, and engineers who collaborate with internal and external stakeholders to deliver solutions that enhance the user experience, optimize the business processes, and comply with the regulatory standards. I also support the sales and marketing teams in generating leads, pitching proposals, and closing deals with prospective and existing clients. Some of the key projects that I have contributed to include the launch of a modules of wealth & asset management platform, and the expansion of the investment product portfolio. My goal is to drive fintech innovation and customer satisfaction at EbixCash.
Motilal Oswal Financial Services Ltd
View- Website:
- motilaloswalgroup.com
- Employees:
- 5333
-
Head Of Private Wealth Management TechnologiesMotilal Oswal Financial Services Ltd Apr 2024 - PresentMaharashtra, India -
Vice President - Products & Pre-SalesEbixcash Financial Technologies Apr 2022 - Apr 2024Mumbai, Maharashtra, India• Led product strategy and Pre-Sales efforts, guiding a team dedicated to developing new products and solutions.• Created product plans aligned with market needs, contributing to expanding the product lineup.• Collaborated with sales teams to engage clients effectively, presenting tailored solutions and supporting successful engagements.• Built and nurtured client relationships, ensuring their needs were met and satisfaction remained high.• Mentored a team of Pre-Sales professionals, enhancing their skills to effectively communicate product benefits.• Acted as a bridge between different teams, aligning strategies for successful product launches and business growth. -
Avp - Product At Ebixcash Financial TechnologiesEbixcash Financial Technologies Apr 2019 - Mar 2022Mumbai, Maharashtra, India• Drove product development and management initiatives for Wealth and Asset Management solutions, overseeing the entire product lifecycle from conceptualization to launch and ongoing enhancement.• Defined product strategies, aligning them with market demands and client needs, resulting in the successful creation and launch of innovative Wealth and Asset Management products.• Collaborated with cross-functional teams including development, marketing, and sales to ensure the delivery of robust, market-leading products, optimizing client satisfaction and business growth.• Conducted comprehensive market research and analysis to identify industry trends, competitor positioning, and client requirements, utilizing insights to shape product road map and feature prioritization.• Played a pivotal role in product launches, conducting user acceptance testing, gathering feedback, and implementing necessary improvements to drive product adoption and success.• Managed relationships with key stakeholders, including clients, regulatory bodies, and internal teams, ensuring compliance, satisfaction, and alignment with business objectives.• Compared company products to competitors' products to assess market competition. -
Sr. Product Manager At Miles Software SolutionsMiles Software Solutions Private Limited Apr 2017 - Mar 2019Mumbai, Maharashtra, IndiaManaged cross-functional team and stakeholder communication and oversaw product development from inception to implementation.• Led product designing & requirement solutioning activities for Southeast Asia, Middle East & Africa Region for MoneyWare Trust Banking & Asset Management Solution.• Successfully Implemented tailored made MoneyWare Wealth Management Solution Including Customer Portal & Mobile App at leading bank in India.• Played Pre-sales & product specialist/SME role in successful implementation of latest MoneyWare Wealth Management Solution at leading bank in Oman.• Honored with "Game Changer Award" for accomplishment of Key Product Initiatives. -
Product Manager At Miles Software SolutionsMiles Software Solutions Private Limited Apr 2015 - Mar 2017Mumbai, Maharashtra, India• Led product demonstration & POC activities in India, Middle East & Africa Region for MoneyWare Wealth Management & Asset Management Solution.• Played Product Specialist role for MoneyWare Asset Management & MoneyWare Wealth Management Solution.• Conducted Global Portfolio Accounting Requirement Study, led solution designing and implementation of IFRS 9 Accounting feature in MoneyWare Asset Management Solution to meet global accounting standard.• Successfully implemented MoneyWare Asset Management Solution at a leading Asset Management Company in Kenya, achieving seamless integration and operational efficiency.• Led MoneyWare Wealth Management Product Roadmap, launched it with new product version with user friendly UI/UX design, many process enhancements, addressed product stability & performance issues.• Collaborated with different RTAs, designed solution and implemented real-time order processing connectivity with RTAs to enable Wealth Managers/Distributors to transact digitally in Mutual Fund for their clients across all AMCs in India. -
Lead Business Analyst At Miles Software SolutionsMiles Software Solutions Private Limited Apr 2013 - Mar 2015Mumbai• Successfully implemented MoneyWare Wealth Management Solution at leading bank in UAE and MoneyWare Asset Management Solution at leading Asset Manager in KSA.• Conducted in-depth Wealth Management Business Process Study with Business users (Product team, RMs, Customer service etc.), Back-office team and compliance team, Identified Product Gaps and delivered best possible solution to meet their business requirement.• Led MoneyWare Asset Management Product Demonstration to Customer, conducted business requirement study with various Business Users (Fund Manager, Dealer, Compliance team, Back-office team), Identified Product Gaps and documented functional Specification, System integration specification and Data Migration Strategy.• Implemented API integration with third-party system (core-banking system, Custodian & Treasury system, Broker trade terminal, SWIFT Messaging, Email/SMS Gateway, AllFunds Mutual Fund Distribution Platform) to deliver seamless/friction-less Wealth Management Experience to end user.• Honored with "Annual Excellence Award" for 1st successful MoneyWare Wealth Management product Implementation outside India. -
Senior Business Analyst At Miles Software SolutionsEbixcash Financial Technologies Apr 2011 - Mar 2013Mumbai, Maharashtra, India• Successfully Implemented MoneyWare Wealth Management Solution at leading Bank in India.• Conducted Detailed Business Requirement Study with Business Users, Conceptualized & Designed Customer Portfolio Reporting framework for Global Private Wealth & Investment Manager in India.• Led design, development & implementation activities for Customer Portfolio Reporting framework project for Global Private Wealth & Investment Manager in India.• Honored with "Star Award" delivering dynamic & complex customer reporting project. -
Business Analyst At Miles Software SolutionsEbixcash Financial Technologies Jun 2010 - Mar 2011Mumbai, Maharashtra, India• Documenting the business requirements and prepare step by step use cases to facilitate project team and testing team to understand functional requirements.• Acting as the liaison between the business users, customer, subject matter experts, project managers, and the technical team members.• Providing support to the Project Manager in customer presentations. • Worked on Data Migration Analysis, Strategy Definition & Execution.• Provided Product Training to Customers and project team members. -
Business AnalystOracle Financial Services Software Limited, Mumbai. (Formerly I-Flex Solutions Ltd Aug 2008 - Jun 2010Mumbai, Maharashtra, IndiaRKS: Worked on the project RKS (Record Keeping System) The application is an investment management software solution designed for use by investment Advisors, Mutual Funds, Pension funds, Banks and Insurance companies. It is primarily a back office system that captures the confirmed and/or settled trades, validates and posts them, carries out accounting, valuation and performance measurement of client's portfolio maintained in the system. RKS processes the capabilities to process asset classes including Equities, fixed income, Derivatives, structured products, FX transactions.Global Plus Wealth Managers Application System: Worked on the project G plusGlobal Plus: Global Plus is a multi-currency asset management and custody solution that provides comprehensive and integrated support for a wide range of business lines, including: A) Wealth Management; B) Private Banking; C) Institutional Trust; D) Custody. Core Responsibilities:• Functional Specification Documentation• Test Scenarios / Test Case Creation & Execution• UAT & Go-live Support
Dhaval Patel Skills
Dhaval Patel Education Details
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Chetana'S R.K.Institute Of Management & ResearchFinance -
Business Management
Frequently Asked Questions about Dhaval Patel
What company does Dhaval Patel work for?
Dhaval Patel works for Motilal Oswal Financial Services Ltd
What is Dhaval Patel's role at the current company?
Dhaval Patel's current role is Head of Private WealthTech Solutions | Transforming Private Wealth Management at Motilal Oswal | Expert in Wealth & Asset Management | Driving Innovation and Digital Transformation.
What is Dhaval Patel's email address?
Dhaval Patel's email address is dh****@****ail.com
What schools did Dhaval Patel attend?
Dhaval Patel attended Chetana's R.k.institute Of Management & Research, Gujarat University.
What are some of Dhaval Patel's interests?
Dhaval Patel has interest in Stock Market Analysis And Trading.
What skills is Dhaval Patel known for?
Dhaval Patel has skills like User Acceptance Testing, Equities, Business Analysis, Banking, Portfolio Management, Testing, Derivatives, Analysis, Mutual Funds, Project Management, Requirements Gathering, Asset Management.
Who are Dhaval Patel's colleagues?
Dhaval Patel's colleagues are Prathmesh Tapase, Deepak Kole, Arun Kumar, Mitul Parikh, Anil Kumar T., Bull Street, Rohit Khatri.
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Dhaval Patel
Ceo, Founder @ Payval Technologies | Techup Soft Solution | Software Development ExpertiseAhmedabad1gmail.com -
Dhaval Patel
Sustainability Intern @ Sage Sustainability | Climate Change | Mba (Sustainability Management)Bhopal -
Dhaval Patel
The Linkedin Wizard | Follow To Unlock Your Personal Branding🚀 Growth | Helped Multiple Brands To Grow On Social MediaMumbai
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