Samir N. Dalal
Mumbai
Summary
Dynamic technology enabler with a proven track record at Motilal Oswal Securities, driving a 25% reduction in manual operations. Expertise in process optimization and leadership, complemented by strong skills in software quality assurance and wealth management. Adept at enhancing user experiences and managing cross-functional teams to deliver impactful solutions.
Overview
22
22
years of professional experience
1
1
Certification
Work History
AVP – Technology Enabler
Motilal Oswal Securities Ltd.
Mumbai
01.2024 - Current
- Spearheaded technology solutions for wealth management, reducing manual operations by 25%.
- Tracked client portal activity for AIF to enhance user experience.
- Converted offshore transactions from dollars to INR on client portal.
- Conducted MF AUM balance reconciliation with CAMS and KARVY.
- Developed BAU enhancements for CRM to improve functionality.
- Led automation of MIS reports for AUM, sales, and revenue metrics.
- Oversaw RPA initiatives for BAU tasks, including AUM reconciliation with CAMS and Karvy.
- Managed vendor coordination and requirement gathering for incentive system development.
Test Manager (QA)
AQM Technologies
Mumbai
04.2022 - 12.2023
- Led test teams ensuring end-to-end data quality across asset classes (Equity, PMS, MF, PE).
- Owned testing lifecycle for Customer Portal (onboarding, order mgmt., reports).
- Maintained Jira-based defect tracking and delivered Sprint & Monthly Status Reports.
- Client: Infosys Ltd. | Project: Data Analysis & Customer Portal (2023-02 – Present)
Senior Test Lead / Test Lead / Assistant Manager (QA)
AQM Technologies
Mumbai
06.2014 - 03.2022
- Directed QA/UAT testing for Finacle Wealth & proprietary tools.
- Managed large-scale data migration from Miles to Finacle with 100% accuracy.
- Developed dynamic test strategies adapting to changing business requirements.
- Client: Edelweiss Securities Ltd. | Project: Private Wealth Management (2014 – 2023)
Manager – Operations
Wealthstratz Consultants Pvt. Ltd.
Mumbai
04.2013 - 05.2014
- Managed PMS back-office operations, trade settlements, and mutual fund transactions.
- Led reconciliations across demat, bank accounts, and MF AUMs.
Assistant Manager – PMS Operations
Centrum Broking Ltd.
Mumbai
09.2011 - 01.2013
- Executed end-to-end operations for Discretionary PMS including SEBI compliance.
Executive – PMS Dealing
Motilal Oswal AMC Ltd.
Mumbai
04.2011 - 09.2011
- Handled model portfolio updates and trade execution using Miles System.
Executive – PMS Operations
Brics Securities Ltd.
Mumbai
11.2009 - 03.2011
- Managed SEBI reporting, reconciliations, and PMS trade settlements.
Associate – PMS Operations
HSBC Invest Direct Securities (India) Ltd.
Mumbai
11.2003 - 11.2009
- Oversaw trade settlements and reporting; led successful PMS client migration project.
Education
MBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
Mumbai01.2013
B.Com. - Commerce
K.P.B. Hinduja College, Mumbai University
Mumbai01.2001
Skills
- Software Quality Assurance: Manual Testing, UAT, Test Strategy, Agile (Scrum), Jira and Zoho
- Wealth Management: PMS, Mutual Funds, IPOs, Private Equity, RM Dashboards
- Process Optimization: Risk & Gap Analysis, Process Automation, Reconciliation
- Leadership & Collaboration: Cross-functional Team Management, Vendor Coordination, Training
- Tools & Technologies: Finacle, Miles Software, SQL, Jira, Zoho and MS Office
Certification
- Certified Scrum Master – Scrum Alliance (2022-06)
- ISTQB Foundation Level – ITB (2016-02)
- Project Management Course (35 PDUs) – Pro Thoughts
- First Line Manager Program – Ygroo (2024)
References
References: Available upon request
Languages
English, Hindi, Gujarati, Marathi
Additional Details
- Date of Birth: 1980-12-14
- Address: G-315, Rukmini Niwas CHS Ltd, 3rd Floor, L.M. Road, Navagaon, Dahisar-West, Mumbai - 400068
Accomplishments
- Certificate of Completion to the Great People Managers Program from Motilal Oswal
- Certificate of Completion to the Frontline Manager's Programme from Motilal Oswal.
Timeline
AVP – Technology Enabler
Motilal Oswal Securities Ltd.
01.2024 - Current
Test Manager (QA)
AQM Technologies
04.2022 - 12.2023
Senior Test Lead / Test Lead / Assistant Manager (QA)
AQM Technologies
06.2014 - 03.2022
Manager – Operations
Wealthstratz Consultants Pvt. Ltd.
04.2013 - 05.2014
Assistant Manager – PMS Operations
Centrum Broking Ltd.
09.2011 - 01.2013
Executive – PMS Dealing
Motilal Oswal AMC Ltd.
04.2011 - 09.2011
Executive – PMS Operations
Brics Securities Ltd.
11.2009 - 03.2011
Associate – PMS Operations
HSBC Invest Direct Securities (India) Ltd.
11.2003 - 11.2009
MBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
B.Com. - Commerce
K.P.B. Hinduja College, Mumbai University
Similar Profiles
Aniket BurhadeAniket Burhade
Intern at Motilal Oswal Securities Sub BrokerIntern at Motilal Oswal Securities Sub Broker
SAI NAVEEN CHALLAGULLASAI NAVEEN CHALLAGULLA
Trade Analyst and Executor at Motilal Oswal Securities LtdTrade Analyst and Executor at Motilal Oswal Securities Ltd
RONAK VALIARONAK VALIA
Franchise Business Consultant at Motilal Oswal Financial ServicesFranchise Business Consultant at Motilal Oswal Financial Services
Mansi BajajMansi Bajaj
Senior Associate - Market and Consumer Insights at Orion InnovationSenior Associate - Market and Consumer Insights at Orion Innovation
Prachi PathratkarPrachi Pathratkar
Accounts Intern at Rahul URS & COAccounts Intern at Rahul URS & CO