Business Analyst - Wealth Management Testing
Quality Kiosk Software Llp
Work from Office
Full Time
Min. 5 yearsJob Description
Business Analyst
Skill
Wealth Management SystemJob Description
5–10 Years in BFSI Testing with exposure to Wealth Management platforms and RM workflowsWe are looking for an experienced QA/Test Engineer with strong domain expertise in Wealth Management and hands-on experience in testing Relationship Manager (RM) journeys within wealth management platforms such as Centrum Wealth Management Software.The candidate should possess deep understanding of front-office wealth operations, client onboarding, portfolio advisory, v workflows, and RM servicing functions. The role involves validating end-to-end business processes, ensuring functional accuracy, regulatory compliance, integration quality, and superior user experience for Relationship Managers and Wealth Advisors.Key ResponsibilitiesFunctional Testing – RM JourneysValidate end-to-end Relationship Manager workflows including:- Client on-boarding- Risk profiling- Investment advisory- Portfolio creation and rebalancing- Order placement and approvals- Client servicing requests- Reporting and dashboard validation- Test RM-specific functionalities across desktop and mobile interfaces.Wealth Management Domain ValidationValidate business rules related to:- Mutual Funds- Equities- Bonds- PMS/AIF products- Insurance products- Fixed income investments- Structured products- Ensure suitability, risk, and compliance validations are correctly implemented.Job role
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