ABDUL BASIT MOHD. IQBAL TOLE
Mumbai
Summary
Dynamic professional with over 20 years of experience in Wealth Management, Broking, Financial services, and Audits. Proven expertise in application design, change management, data migration, and team leadership. ISTQB-certified manual tester skilled in Indian taxation, compliance, VBA programming, and technical integration projects. Adept at driving innovation and delivering impactful results in dynamic business environments.
Drive company advancement by translating C-level directives into actionable initiatives to strategically impact operations. Proven history of success in growing scalable, sustainable operations.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Vice President
360 One Wealth Management Ltd
04.2019 - Current
- Spearheaded change management strategies for wealth applications
- Mentored team members to ensure skill enhancement and operational efficiency
- Key Achievements:
- Led development and implementation of in-house Wealth and NBFC back-office systems
- Designed Call Money, Currency, Commodity, and IR Derivatives modules
- Directed data migration projects for mergers and API integrations
Senior Manager
Rupeelog Financial Services Pvt Ltd
05.2016 - 04.2019
- Managed testing processes, client meetings, and domain training sessions
- Key Achievements:
- Proposed and monetized a new business idea, creating project documentation and test plans
Assistant Manager
AUDITime Quality Management Pvt Ltd
01.2013 - 04.2016
- Conducted system testing and reconciliation for wealth back-office applications
- Key Achievements:
- Successfully deployed IIFL Wealth's operational software post thorough reconciliation
Assistant Manager
QUANT Group
04.2010 - 01.2013
- Company Overview: Subsidiary of ADAG Group
- Developed system requirements for operations and automated reporting using VBA
- Subsidiary of ADAG Group
Associate
ECL Finance Ltd
04.2008 - 02.2010
- Company Overview: Edelweiss
- Managed IPO financing operations and designed collateral management systems
- Edelweiss
Manager – Accounts, Audit, and Compliance
Mahesh Chandra & Associates
03.2005 - 04.2008
- Led statutory audits, tax filings, and client advisory projects
Accounts Executive
J. Shankar & Associates
06.2004 - 01.2005
- Performed accounting, audit assistance, and income tax case compilations
Education
M.Com -
Mumbai University
01.2005
B.Com -
Kishinchand Chellaram College
01.2003
Skills
- Performance monitoring and evaluation
- Training and mentoring
- Complex Problem-solving
- Negotiation and persuasion
- Performance metrics analysis
- Performance monitoring
- Resourcefulness
- Presentations
- Decision-making
- Data Migration Integration
- APIs
- SQL Queries
- VBA Programming (MS Excel)
- Accounting and taxation
- Domain expertise in asset classes like Equity, Mutual Funds, AIFs, PMS, Fixed income, Commodity, Currency, IR Derivatives
Websites
Certification
- ISTQB Certified Tester (Foundation Level)
- Diploma in Hardware and Networking from Jetking
- Diploma in Oracle 8i
- NCFM Cash Market Dealer Module
Languages
- English
- Hindi
- Marathi
Workmotto
Result-oriented, Innovative, Methodical, and Ethical (RIME). Aim Achievability, Reliability and Scalability.
Accomplishments
- Second lead in the development and implementation of an in-house Wealth Management and Non-Banking Financial Company (NBFC) back office and order management system
- Designed and implemented various new processes, including Call Money Module, Currency, Commodity, and Interest Rate (IR) derivatives
- Led multiple in-house application integration and data migration projects related to mergers
- Developed a comprehensive business idea with a project plan, documentation, entity-relationship diagram, and test plan, successfully monetizing the concept
- Lead Corporation Bank (Nationalized Bank) Statutory Audits conducted in the second year of employment at Mahesh Chandra
- Single-handedly managed 4,800 crore Initial Public Offering (IPO) funding applications
- Developed a Visual Basic for Applications (VBA) automated reconciliation process for a Non-Banking Financial Company (NBFC), including automated test scenarios, pay-ins, and also NSDL/CDSL response files for Custody Application testing during the principal approval process
- Test Case Development: Established test cases and implemented a comprehensive test data bank
Timeline
Vice President
360 One Wealth Management Ltd
04.2019 - Current
Senior Manager
Rupeelog Financial Services Pvt Ltd
05.2016 - 04.2019
Assistant Manager
AUDITime Quality Management Pvt Ltd
01.2013 - 04.2016
Assistant Manager
QUANT Group
04.2010 - 01.2013
Associate
ECL Finance Ltd
04.2008 - 02.2010
Manager – Accounts, Audit, and Compliance
Mahesh Chandra & Associates
03.2005 - 04.2008
Accounts Executive
J. Shankar & Associates
06.2004 - 01.2005
- ISTQB Certified Tester (Foundation Level)
- NCFM Cash Market Dealer Module
M.Com -
Mumbai University
B.Com -
Kishinchand Chellaram College
Similar Profiles
Nagachandrika B RNagachandrika B R
Branch Operations Manager at Bajaj Finserv Asset Management Pvt LtdBranch Operations Manager at Bajaj Finserv Asset Management Pvt Ltd
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Reyhaan SethReyhaan Seth
Relationship Manager at 360 ONE Wealth and Asset ManagementRelationship Manager at 360 ONE Wealth and Asset Management