Job Description

MS - Banking & FSNavi Mumbai
Posted On
14 Jul 2025
End Date
12 Sep 2025
Required Experience
7 - 9 YearsBasic Section
No. Of Openings


1


Designation


Test Lead


Closing Date


12 Sep 2025


Organisational
MainBU


Quality Engineering


Sub BU


MS - Banking & FS


Country


India


Region


MEA


State


Maharashtra


City


Navi Mumbai


Working Location


Mahape - Client


Client Location


NA




Skills
Skill


WEALTH MANAGEMENT SYSTEM
Highest Education


No data available


CERTIFICATION


No data available


Working Language


No data available


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