Job Description
1.
Business Functional Expertise - Serve as the primary domain expert for wealth management, digital advisory, and investment journeys.
- Interpret and validate business requirements across modules such as: - 360 Customer Overview Net Worth Analytics - Account Funding Investment Cash Accounts - Self-Execution Robo Advisory Journeys - Total Portfolio View Performance Tracking - Wealth Planning Goal-Based Investing - Ensure Comarch platform capabilities are aligned with: - Customer onboarding - Portfolio management - Order placement (market, limit, stop) - Reporting and analytics - Integration with vendors (e g, IVS, GTN) 2.
Testing Quality Assurance - Collaborate with the Testers to define test scenarios and acceptance criteria.
- Validate: - Real-time balance updates - Order execution flows (T+1 settlement, pool accounts) - Portfolio aggregation from multiple vendors - Historical data accuracy (charts, reports) - Regulatory compliance (e g, MiFID II, FATCA) - Support UAT and regression testing for all modules.
3.
Stakeholder Collaboration - Act as a liaison between: - Business teams (Wealth, Compliance, Product) - Technical teams (Developers, QA, Integration) - External vendors (Comarch, IVS, GTN) - Provide training and documentation for internal teams.
Required Skills Experience Domain Knowledge - 8+ years in wealth management, private banking, or investment advisory.
- Strong understanding of: - Investment products (equities, ETFs, robo portfolios) - Portfolio performance metrics (absolute/relative returns) - Risk profiling and goal-based investing - Regulatory frameworks (MiFID II, FATCA, CRS) Digital Wealth Platforms - Experience with Comarch or similar platforms (e g, Temenos, Avaloq, InvestCloud).
- Familiarity with: - Digital onboarding and KYC - Self-execution and robo-advisory flows - API-based integrations and data aggregation Testing Delivery - Experience in Agile/Scrum delivery environments.
- Ability to define and validate test
Job Classification
Industry: IT Services & Consulting
Functional Area / Department: Engineering - Software & QA
Role Category: Quality Assurance and Testing
Role: QA Team Manager
Employement Type: Full time
Contact Details:
Company: QualityKiosk
Location(s): Mumbai
Keyskills:
Investment products
Manager Quality Assurance
Wealth management
Investment advisory
Domain Expert
Test scenarios
Regulatory compliance
Regression testing
Portfolio management
Analytics