Dhiren Pankaj Matani

Co-Founder

Mumbai, Maharashtra, India23 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over 14 years of experience in BFSI and project management.
  • Proven track record in managing distributed teams across geographies.
  • Expertise in investment and treasury management.
Stackforce AI infers this person is a seasoned Project Manager in the BFSI sector with strong analytical and leadership capabilities.

Contact

Skills

Core Skills

Project ManagementBusiness DevelopmentBusiness AnalysisDelivery ManagementClient ManagementConsultingSoftware Development

Other Skills

AnalysisAnalyticsBFSIBusiness AnalyticsBusiness IntelligenceBusiness ProcessBusiness RequirementsBusiness StrategyCRMClient Co-ordinationClient InteractionClient Relationship ManagementClient SupportCustomer OrientedCustomer Relationship Management (CRM)

About

• 14+ years of industry experience in BFSI segment + Project management. • Ability to handle multiple projects across different geographies. Experience in managing distributed teams spread over multiple locations in locally, nationally & overseas. • Developing winning teams and grooming & mentoring of individuals, building strong relationship. • Domain Expertise in Investment & Treasury Management, Portfolio Management System (PMS), Financial Accounting • Rich experience in Projects, Process, People, and Software Audit with Qualitative & Regulatory aspect including compliance to IRDA guidelines for Life & General Insurance. • Experienced across a spectrum of BFSI sector at multiple functionalities over the past few years. Competency for exploring innovative technical solutions’ to various areas related to business processes. • Strengths in Delivery / Project Management / Implementation at Insurance, Corporates & Banks mainly for customized software development on standard product. The responsibilities are end to end delivery and profitability of the programs along with stakeholder management. • Successful track record of completing projects within the triple constraints by pro-active action and excellent stakeholder management across a wide spectrum of clientele. Managing P&L for set of clients. • Positive attitude, good communication / presentation skills, balanced with leadership & negotiation skills help achieve successful projects. • Exposure to middle-east and variety of Indian clients. • A firm believer in continuing education I have completed my certification in Project Management (PMP). • I am keen to do learn more on the upcoming technologies and excited with the impact of data science and analytics with respect to BFSI as a business segment; exploring online courses thru MOOC for personal and professional development . Specialties: Problem Solving, Brain storming, Mentoring, Technology, Project Management.

Experience

23 yrs 10 mos
Total Experience
8 yrs 2 mos
Average Tenure
9 yrs
Current Experience

Matani financial services

Co-Founder

Aug 2017Present · 8 yrs 10 mos · Mumbai Metropolitan Region

  • As a co-founder, I handle client relationship and, day to day ops. Wealth protection, analytics, IT remain my niche areas.
  • At Matani Financial Services , we serve as a one-stop solution for our client's financial requirements; viz. Wealth Creation, Management & Protection by risk mitigation, loans, investments and, comprehensive goal-based financial planning services for, Education, Marriage, Vacation, Tax and, Retirement planning.
  • For more details visit http://www.matanifinserv.com
  • Follow Us on :
  • Facebook: bit.ly/MFS_FaceBook
  • LinkedIn : bit.ly/MFSLinkedin
  • YouTube Channel : bit.ly/MFS_YouTube
Client Relationship ManagementWealth ProtectionAnalyticsITProject ManagementBusiness Development

Self-employed

Independent Consultant

Jun 2017Present · 9 yrs · Mumbai Metropolitan Region

  • Offering consulting services in the following domains:
  • a) Project Management / PMO Setup.
  • b) BFSI / PMS - Requirement Analysis, Assisting Product Development, Delivery.
  • c) Data Analytics.
  • d) Business Analytics.
  • 16+ years of industry experience in BFSI segment + Project management.
  • Ability to handle multiple projects across different geographies. Experience in managing distributed teams spread over multiple locations in locally, nationally & overseas.
  • Domain Expertise in Investment & Treasury Management, Portfolio Management System (PMS), Financial Accounting
  • Rich experience in Projects, Process, People, and Software Audit with Qualitative & Regulatory aspect including compliance to IRDA guidelines for Life & General Insurance.
  • Experienced across a spectrum of BFSI sector at multiple functionalities over the past few years. Competency for exploring innovative technical solutions’ to various areas related to business processes.
  • Strengths in Delivery / Project Management / Implementation at Insurance, Corporates & Banks mainly for customized software development on standard product. The responsibilities are end to end delivery and profitability of the programs along with stakeholder management.
  • Successful track record of completing projects within the triple constraints by pro-active action and excellent stakeholder management across a wide spectrum of clientele. Managing P&L for set of clients.
  • Positive attitude, good communication / presentation skills, balanced with leadership & negotiation skills help achieve successful projects.
  • Exposure to middle-east and variety of Indian clients.
  • I am keen to do learn more on the upcoming technologies and excited with the impact of data science and analytics with respect to BFSI as a business segment; exploring online courses thru MOOC for personal and professional development .
  • Specialties: Problem Solving, Brain storming, Mentoring, Technology, Project Management.
Project ManagementBFSIData AnalyticsBusiness AnalyticsBusiness Analysis

Credence analytics

3 roles

Head - Delivery & Project Management

Promoted

Apr 2016Jun 2017 · 1 yr 2 mos

  • My role as a Head - Delivery & Project Management currently involves active interaction with multiple stakeholders; understanding their requirements and guiding my team to achieve the results.
  • KEY RESPONSIBILITIES INCLUDE:
  • Initiation of proj which includes verification of Business case, RPF, project budget, assumption & project constrains. Tie up from internal stakeholder for all proj related deliverable. Preparation Kick-start documents for a Kick-off meeting with all stakeholders.
  • Detailed planning of entire project end to end. Planning for Deliverable-Scope, Scheduling, Costing, Resource, Communications, Risk & Stakeholders
  • Project execution with Quality checks prior to implementation, acquire resources, conduct training for resources, manage resources throughout the project, and maintain regular reviews & communication with all stakeholders.
  • Monitoring & Controlling the multiple proj on regular basis with more than 3-4 direct reports at more than 4-6 locations at times. Managing scope change during execution of projects; monitoring of schedule for effective proj control. Manage stakeholder’s expectations for effective steering committee meetings on regular basis through-out the project life cycle.
  • Internal co-ordination with Product group, Business Analyst, Sales & Marketing teams for effective client management. Works seamless with various internal teams to ensure customization meets customer requirements.
  • Ensure effective projects closures and documenting lesson learned / case study and, conducting project closure meetings with client sign-off. Support post projects closure with specialized support team.
  • Dhiren has successfully lead a team of 18-20 personnel at multiple location in the past – for various assignments at Product implementation and, support for esteemed clients. The clientele include leading Investment Banks, Banking & Insurance companies in middle-east, majority of Life & General Insurance and Pension fund companies operating in India.
Stakeholder ManagementProject ExecutionQuality ChecksRisk ManagementProject ManagementDelivery Management

Sr. Project Manager

Apr 2007Mar 2016 · 8 yrs 11 mos

  • My role as a Sr. Project Manager involves interaction with various clients and understanding their requirements and guide my team to achieve the result with customised and client specific solutions.
  • Have successfully headed project implementation for Indian and foreign institutions like
  • 1. HDFC ERGO General Insurance Company Ltd (Mumbai-India)
  • 2. Reliance Capital Pension Fund Ltd (Mumbai-India)
  • 3. Max Bupa Health Insurance Co. Ltd. (Delhi-India)
  • 4. Bajaj Holding (Pune-India)
  • 5. Reliance Life Insurance Company Limited (Mumbai-India)
  • 6. Star Health and Allied Insurance. (Chennai-India)
  • 7. Edelweiss Tokio Life Insurance (Mumbai-India)
  • 8. IFFCO Tokio General Insurance (Delhi-India)
  • 9. L& T General Insurance (Mumbai-India)
  • 10 Agriculture Insurance Company of India (Delhi-India)
  • 11 PNB MetLife India Insurance Company Limited (Mumbai-India)
  • 12 Bharti AXA Life Insurance Company Limited (Mumbai-India)
  • 13 Magma HDI General Insurance Co Ltd (Kolkata-India)
  • 14 Gujarat State Cooperative Bank (Gujarat-India)
  • 15 Cigna TTK Health Insurance Company Limited (Mumbai-India)
  • 16 New India Assurance Co. Ltd (Mumbai-India)
  • 17. Avantha ERGO Life Insurance (Mumbai-India)
  • 18. Bajaj Finserv Ltd. (Pune-India)
  • 19. Royal Guard of OMAN (Muscat,Oman)
  • 20. SBI Cards – CashTrea (Gurgaon, India)
  • 21. Elixir Investments (Nigeria)
  • 22. Kotak GI General Insurance (Mumbai,India)
  • Key responsibilities include:
  • Micro Planning, Scheduling and, Tracking of multiple projects on daily basis with more than 4 direct reports at more than 6 locations.
  • Organizing regular Project Review Meetings during the project phase.
  • Interaction with clients' project team on a regular basis..
  • Internal co-ordination with Product group, Business Analyst, Sales & Marketing teams for effective client management.
  • Working closely with various internal teams to ensure development meets or exceeds customer requirements. This includes ensuring that product designs are well documented and communicated.
Client InteractionProject ImplementationCustomizationTeam CoordinationProject ManagementClient Management

Sr. Lead Consultant

Sep 2005Mar 2007 · 1 yr 6 mos

  • My role as a Sr. Lead consultant involves interaction with various clients and understanding their requirements and guide my team to achieve the result with customised and client specific solutions.
  • Have successfully headed project implementation for Indian and foreign institutions like
  • 1. Société Générale. (Mumbai-India)
  • 2. Bahrain National Holding (Bahrain)
  • 3. Union National Bank (Abu Dhabi).
  • 4. Tata AIG Life Insurance (Mumbai-India)
  • Engaged in hands-on, in-depth analysis, review and design of the software, including technical review and analysis of source code
  • Involved in Product Development, Product upgrade, implementation Support etc for the Product
  • Involved for creating User Acceptance Test (UAT) procedures, facilitating UAT sessions with end-users, and ensuring that the product meets the specifications and is deployed successfully.
Software DevelopmentProduct DevelopmentUser Acceptance TestingConsultingProject Management

Miles software

Manager

May 2002Aug 2005 · 3 yrs 3 mos

  • My role as a manager involved interaction with various clients and understanding their requirements and provide support to achieve the result with software development, customization as per client specific requirements.
  • Have successfully carried out implementation for various Indian institutions
  • 1. ICICI Bank.
  • 2. Abu Dhabi Commercial Bank.
  • 3. Central Bank of India
  • 4. ASK Wealth Advisors
  • 5. UTI Mutual Fund
  • 6. DSP Merril Lynch.
  • 7. Share Khan.
  • 8. Sushil & Shah Brokerage.
  • 9. Fortis Brokerage.
  • 10. Sunidhi Brokerage.
  • 11. Edelweiss Capital Ltd.
  • 12. India Infoline
  • 13. Motilal Oswal
Client SupportSoftware CustomizationImplementationSoftware DevelopmentClient Management

Education

Project Management Institute, USA

PMP — Project Management

Jan 2015Jan 2016

ICFAI

Diploma in Business Management

Jan 2010Jan 2011

University of Mumbai

B. Com — Commerce

Jan 1996Jan 2000

N D Bhuta

SSC — English

Jan 1988Jan 1995

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