01Key Responsibilities
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<\/span><\/span><\/span>Perform manual functional testing of wealth
management systems (Wealth Spectrum, Miles Software, Finacle WMS, Valuefy.
Intellect Etc .
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<\/span><\/span><\/span>Understand business and operational workflows
for Equity, Mutual Funds, PMS, AIFs, Bonds (Fixed Income), and Insurance.
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<\/span><\/span><\/span>Report, Client portal and RM Portal verification
of various analytic reports and calculations.
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<\/span><\/span><\/span>Create and execute test cases, report defects,
and track issues using test management tools.
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<\/span><\/span><\/span>Ensure Traceability between Requirement, Test
scenario & Test cases, and Defect.
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<\/span><\/span><\/span>Participate in SIT, UAT, Data Migration (User
Acceptance Testing) and Post Go live support for Production Ticket and Change
request.
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<\/span><\/span><\/span>Apply domain knowledge in areas like portfolio
reconciliation, transactions, NAV validation, and compliance reporting.
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<\/span><\/span><\/span>Contribute to test documentation and process
improvements.
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Required Skills & Qualifications:<\/b>
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<\/span><\/span><\/span>15 years of experience in wealth/portfolio
operations, financial services, or IT support.
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<\/span><\/span><\/span>Understanding of wealth management products Equity,
Mutual Funds, PMS, AIFs, Insurance, Bonds, etc.
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<\/span><\/span><\/span>Robust analytical, problem -solving, and
communication skills.
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<\/span><\/span><\/span>Detail -oriented with an interest in software
testing and quality assurance.
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<\/span><\/span><\/span>Willingness to undergo training in manual
testing.
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Preferred Qualifications:<\/b><\/p>
<\/span><\/span><\/span>Familiarity with PMS or wealth management tools
(Wealth Spectrum, Miles Software, Finacle WMS or similar).
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<\/span><\/span><\/span>Basic understanding of SDLC/STLC and software
testing concepts.
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<\/span><\/span><\/span>Knowledge of SEBI, RBI, FATCA, and other wealth
management regulations.
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KRA for Junior Level - Senior
/ Lead Level Wealth Management System<\/span><\/b>
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<\/span> 14 Years Experience (Junior Level)<\/b>
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<\/span><\/span><\/span>Key Result Areas<\/b>
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<\/span><\/span><\/span>Execute manual test cases<\/b> for wealth
management platforms such as Wealth Spectrum, Miles Software, Finacle WMS,
Valuefy, and Intellect.
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<\/span><\/span><\/span>Understand and validate workflows for Equity,
Mutual Funds, PMS, AIFs, Bonds, and Insurance<\/b>.
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<\/span><\/span><\/span>Perform functional testing<\/b> for Client
Portal and RM Portal, including report validation.
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<\/span><\/span><\/span>Identify, log, and track defects with proper
documentation<\/b>.
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<\/span><\/span><\/span>Ensure basic traceability<\/b> between
requirements, test cases, and defects.
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<\/span><\/span><\/span>Support SIT and UAT cycles<\/b> under
supervision.
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<\/span><\/span><\/span>Validate basic calculations<\/b> such as NAV,
transactions, and holdings.
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<\/span><\/span><\/span>Assist in data validation during migration
activities<\/b>.
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<\/span><\/span><\/span>Maintain test documentation and execution
reports<\/b>.
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Success Metrics<\/b>
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<\/span><\/span><\/span>Test case execution accuracy
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<\/span><\/span><\/span>Defect identification rate
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<\/span><\/span><\/span>Adherence to timelines
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<\/span><\/span><\/span>Understanding of domain basics
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<\/span> 58 Years Experience
(Mid -Level)<\/b>
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<\/span><\/span><\/span>Key Result Areas<\/b>
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<\/span><\/span><\/span>Independently design and execute test
scenarios and test cases<\/b> across modules.
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<\/span><\/span><\/span>Lead SIT, UAT, and data migration testing<\/b> activities.
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<\/span><\/span><\/span>Perform in -depth validation of:
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<\/span><\/span><\/span>Portfolio reconciliation<\/b>
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<\/span><\/span><\/span>NAV calculations<\/b>
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<\/span><\/span><\/span>Transaction lifecycle<\/b>
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<\/span><\/span><\/span>Compliance reporting<\/b>
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<\/span><\/span><\/span>Validate complex reports, analytics, and
calculations<\/b> in Client & RM portals.
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<\/span><\/span><\/span>Ensure end -to -end traceability<\/b> between
requirements, test scenarios, test cases, and defects.
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<\/span><\/span><\/span>Collaborate with business analysts,
developers, and stakeholders<\/b> for defect resolution.
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