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 robust 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.

📌 Business Analyst (India)
🏢 Quality Engineering
📍 India