5–10 Years in BFSI Testing with exposure to Wealth Management platforms and RM workflows We 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 Responsibilities Functional Testing – RM Journeys Validate 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 Validation Validate 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.
