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.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Business Analyst Mumbai
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