Job Title: Test Engineer – Wealth Management System

Location: Ghatkopar, Mumbai

Key Responsibilities:

· Perform manual functional testing of wealth
management systems (Wealth Spectrum, Miles Software, Finacle WMS, Valuefy.
Intellect Etc .

· Understand business and operational workflows
for Equity, Mutual Funds, PMS, AIFs, Bonds (Fixed Income), and Insurance.

· Report, Client portal and RM Portal verification
of various analytic reports and calculations.

· Create and execute test cases, report defects,
and track issues using test management tools.

· Ensure Traceability between Requirement, Test
scenario & Test cases, and Defect.

· Participate in SIT, UAT, Data Migration (User
Acceptance Testing) and Post Go live support for Production Ticket and Change
request.

· Apply domain knowledge in areas like portfolio
reconciliation, transactions, NAV validation, and compliance reporting.

· Contribute to test documentation and process
improvements.

Required Skills & Qualifications:

· 1–5 years of experience in wealth/portfolio
operations, financial services, or IT support.

· Understanding of wealth management products — Equity,
Mutual Funds, PMS, AIFs, Insurance, Bonds, etc.

· Robust analytical, problem -solving, and
communication skills.

· Detail -oriented with an interest in software
testing and quality assurance.

· Willingness to undergo training in manual
testing.

Preferred Qualifications:

· Familiarity with PMS or wealth management tools
(Wealth Spectrum, Miles Software, Finacle WMS or similar).

· Basic understanding of SDLC/STLC and software
testing concepts.

· Knowledge of SEBI, RBI, FATCA, and other wealth
management regulations.