Dipesh Kundalia

About Dipesh Kundalia

With more than 20 years of experience in Financial Services, managed various Middle…

Experience

1. Vice President

   Morgan Stanley

   Nov 2021 — Present · Mumbai, IN

   Equity Derivatives: India Lead for Change The Bank (CTB) and TransformationsManaging global changes related to Equity Derivatives including Structured Notes and OTC products. Spearheading divisional change program, with projects stemming from three broad pillars:• New Business Initiatives• Business Enablement and Scalability• Regulatory MandateSIGNIFICANT HIGHLIGHTS:• Leading the implementation of one of the biggest (Firm Wide) Gen AI (Generative Artificial Intelligence) project to automate the Lifecyle Determination and Complex Document Processing functions, resulting in efficiency creation worth 22 FTEs• Driving the coordination of new business initiatives - NPAs (New Product Approval)• Collaborating with Tech Partners to regularly review the scope of work/approach and refining the project plan based on nuances identified while working through the project• Partnering with Global Equities leads to drive the divisional strategy (Equities) forward. Coordinating efforts to convert the strategic vision into tactical plans via following pillarso Implementation of FDP (Feature Driven Product) frameworko Establishing a robust Control Frameworko Renovation of Book Building and Allocation process• Driving governance around the adoption of “User Led” automation tools and the efficiency created against the target, by each functional lead• Leveraging the techno-functional mindset/experience to bridge the gap between Business expectations and Tech delivery, steering the project in the right direction while managing expectations• Owning the project management of Asia BoW, keeping the business informed on prioritization decisions and the road map for the yearRegulatory Reporting – India Lead for SFTR (Securities Financing Transactions)• Directing the SFTR regime to ensure complete, accurate and timely reporting of eligible transactions, while managing critical controls across Mumbai and Glasgow locations and collaborating with the local lead in Glasgow

Education

• Welingkar Institute of Management

  Master of Business Administration (MBA)

  2009 — 2012

Skills

• Operations Management
• Pre-Sales
• Management
• Investment Banking
• Banking
• Team Management
• Analytics
• Transition Management
• Back Office
• Equities
• Derivatives
• Process Management
• Middle Office
• Service Delivery
• Business Analysis
• Mis
• Capital Markets
• Business Process Improvement
• Settlement