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SME Wealth Management (RARR Job 5927)

For Global Pioneers In Digital Quality Engineering
15 - 20 Years
Full Time
Immediate
Up to 35 LPA
1 Position(s)
Navi Mumbai
Posted 19 Days Ago

Job Skills

Job Description

  • Act as the domain expert for wealth management, digital advisory, and investment journeys.
  • Gather, interpret, and validate business requirements across modules including:
    • 360° Customer Overview & Net Worth Analytics
    • Account Funding & Investment Cash Accounts
    • Self-Execution & Robo Advisory
    • Portfolio View & Performance Tracking
    • Wealth Planning & Goal-Based Investing
  • Align Comarch capabilities with onboarding, portfolio management, order placement, reporting, and vendor integrations (IVS, GTN).
  • Define test scenarios, acceptance criteria, and validate system functionality.
  • Ensure accuracy of real-time balances, order execution flows, portfolio aggregation, and historical reporting.
  • Support UAT, regression testing, and ensure compliance with regulatory standards (MiFID II, FATCA).
  • Liaise between Business, Product, Compliance, Technical teams, and external vendors.
  • Drive requirement clarity, solution alignment, and successful implementation.
  • Provide documentation, knowledge transfer, and training to internal teams.
  • Strong domain expertise in Wealth/Investment Management.
  • Experience with Digital Wealth or Advisory platforms (Comarch preferred).
  • Knowledge of portfolio management, trading lifecycle, settlements, and reporting.
  • Exposure to vendor integrations and multi-system environments.
  • Understanding of financial regulations and compliance standards.
  • Excellent stakeholder management and communication skills.