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8.0 - 12.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Subject Matter Expert in Wealth Management, with over 12 years of experience, you will be based in Mahape, Navi Mumbai, and will play a crucial role in the successful execution of a Digital Wealth platform utilizing Comarch for our overseas client. Your primary responsibility will involve translating intricate wealth management requirements into functional and testable deliverables to ensure alignment with business objectives, regulatory standards, and customer experience expectations. Your key duties will include being the main domain expert for wealth management, digital advisory, and investment journeys. You will need to interpret and validate various business requirements related to customer overview, account funding, self-execution, portfolio view, wealth planning, and goal-based investing. It will be essential to ensure that the capabilities of the Comarch platform are in sync with customer onboarding, portfolio management, order placement, reporting, analytics, and integration with vendors. Collaborating closely with the Testing team, you will define test scenarios and acceptance criteria, validating real-time balance updates, order execution flows, portfolio aggregation, historical data accuracy, and regulatory compliance. You will also support User Acceptance Testing (UAT) and regression testing for all modules. Acting as a liaison between business teams, technical teams, and external vendors, you will provide training and documentation for internal teams. Your expertise in wealth management, private banking, or investment advisory, along with a strong understanding of investment products, portfolio performance metrics, risk profiling, and regulatory frameworks, will be crucial for this role. Your experience with Comarch or similar digital wealth platforms, knowledge of digital onboarding, robo-advisory flows, and API-based integrations will be advantageous. Proficiency in Agile/Scrum delivery environments, defining and validating test cases, supporting System Integration Testing (SIT) and UAT, and strong documentation and analytical skills are essential. Preferred qualifications include experience in Middle East banking and digital wealth implementation projects. Excellent communication, stakeholder management, attention to detail, proactive mindset, problem-solving, and decision-making skills are key soft skills required for this role. If you possess the required skills and experience, and are interested in this challenging opportunity, please share your updated resume with us at tanvi.palwankar@qualitykiosk.com.,
Posted 1 month ago
12.0 - 20.0 years
20 - 25 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Hiring!! Wealth Management Subject Matter Expert (SME) - Wealth Management!! Experience: 12+ Years Work Location: Mahape, Navi Mumbai Preferred Immediate to 30 days joiners Role Overview: We are seeking a highly skilled Wealth Management SME to support the successful implementation of a Digital Wealth platform using Comarch. This role will be instrumental in translating complex wealth management requirements into functional and testable deliverables, ensuring alignment with business goals, regulatory compliance, and customer experience expectations. Key Responsibilities: 1. Business & Functional Expertise Serve as the primary domain expert for wealth management, digital advisory, and investment journeys. Interpret and validate business requirements across modules such as: 360 Customer Overview & Net Worth Analytics Account Funding & Investment Cash Accounts Self-Execution & Robo Advisory Journeys Total Portfolio View & Performance Tracking Wealth Planning & Goal-Based Investing Ensure Comarch platform capabilities are aligned with: Customer onboarding Portfolio management Order placement (market, limit, stop) Reporting and analytics Integration with vendors (e.g., IVS, GTN) 2. Testing & Quality Assurance Collaborate with the Testers to define test scenarios and acceptance criteria. Validate: Real-time balance updates Order execution flows (T+1 settlement, pool accounts) Portfolio aggregation from multiple vendors Historical data accuracy (charts, reports) Regulatory compliance (e.g., MiFID II, FATCA) Support UAT and regression testing for all modules. 3. Stakeholder Collaboration Act as a liaison between: Business teams (Wealth, Compliance, Product) Technical teams (Developers, QA, Integration) External vendors (Comarch, IVS, GTN) Provide training and documentation for internal teams. Required Skills & Experience: Domain Knowledge 8+ years in wealth management, private banking, or investment advisory. Strong understanding of: Investment products (equities, ETFs, robo portfolios) Portfolio performance metrics (absolute/relative returns) Risk profiling and goal-based investing Regulatory frameworks (MiFID II, FATCA, CRS Digital Wealth Platforms Experience with Comarch or similar platforms (e.g., Temenos, Avaloq, InvestCloud). Familiarity with: Digital onboarding and KYC Self-execution and robo-advisory flows API-based integrations and data aggregation Testing & Delivery Experience in Agile/Scrum delivery environments. Ability to define and validate test cases, support SIT/UAT, and ensure traceability. Strong documentation and analytical skills. Preferred Qualifications: Experience in Middle East banking and digital wealth implementation projects. Soft Skills: Excellent communication and stakeholder management. Detail-oriented with a proactive mindset. Strong problem-solving and decision-making skills. Interested applicants please share your updated resume on tanvi.palwankar@qualitykiosk.com
Posted 1 month ago
8.0 - 12.0 years
0 Lacs
navi mumbai, maharashtra
On-site
We are looking for a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience to join our overseas client team in Mahape, Navi Mumbai. If you are someone who possesses profound knowledge in wealth management and digital advisory, and have hands-on experience with Comarch or similar platforms, we would like to hear from you. As a Wealth Management SME, you will play a crucial role in implementing a Digital Wealth platform using Comarch. Your responsibilities will include translating intricate wealth management requirements into functional and testable deliverables, ensuring they align with business objectives, regulatory standards, and customer expectations. Your key responsibilities will involve being the primary domain expert for wealth management, digital advisory, and investment journeys. This includes interpreting and validating business requirements across various modules such as customer overview, account funding, self-execution, portfolio view, wealth planning, and more. Additionally, you will need to ensure that the capabilities of the Comarch platform are in sync with customer onboarding, portfolio management, order placement, reporting, and integration with vendors. Moreover, you will collaborate with testers to define test scenarios and acceptance criteria, focusing on areas such as real-time balance updates, order execution flows, portfolio aggregation, historical data accuracy, and regulatory compliance. You will also act as a bridge between business teams, technical teams, and external vendors, providing necessary training and documentation for internal teams. To excel in this role, you should have at least 8 years of experience in wealth management, private banking, or investment advisory. You must possess a robust understanding of investment products, portfolio performance metrics, risk profiling, and regulatory frameworks. Experience with Comarch or similar digital wealth platforms, familiarity with digital onboarding, robo-advisory flows, and API-based integrations is highly desirable. Furthermore, your expertise in Agile/Scrum delivery environments, ability to define and validate test cases, support testing phases, and ensure traceability will be crucial for success. Excellent communication, stakeholder management, problem-solving, and decision-making skills are essential soft skills needed for this role. If you meet the qualifications and are eager to be part of a dynamic team, please send your updated resume to tanvi.palwankar@qualitykiosk.com. We are looking forward to hearing from you and potentially having you join our team as soon as possible.,
Posted 1 month ago
12.0 - 20.0 years
20 - 25 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Hiring!! Wealth Management Subject Matter Expert (SME) - Digital Wealth (Comarch)!! Experience: 12+ Years Work Location: Mahape, Navi Mumbai Preferred Immediate to 30 days joiners Role Overview: We are seeking a highly skilled Wealth Management SME to support the successful implementation of a Digital Wealth platform using Comarch. This role will be instrumental in translating complex wealth management requirements into functional and testable deliverables, ensuring alignment with business goals, regulatory compliance, and customer experience expectations. Key Responsibilities: 1. Business & Functional Expertise Serve as the primary domain expert for wealth management, digital advisory, and investment journeys. Interpret and validate business requirements across modules such as: 360 Customer Overview & Net Worth Analytics Account Funding & Investment Cash Accounts Self-Execution & Robo Advisory Journeys Total Portfolio View & Performance Tracking Wealth Planning & Goal-Based Investing Ensure Comarch platform capabilities are aligned with: Customer onboarding Portfolio management Order placement (market, limit, stop) Reporting and analytics Integration with vendors (e.g., IVS, GTN) 2. Testing & Quality Assurance Collaborate with the Testers to define test scenarios and acceptance criteria. Validate: Real-time balance updates Order execution flows (T+1 settlement, pool accounts) Portfolio aggregation from multiple vendors Historical data accuracy (charts, reports) Regulatory compliance (e.g., MiFID II, FATCA) Support UAT and regression testing for all modules. 3. Stakeholder Collaboration Act as a liaison between: Business teams (Wealth, Compliance, Product) Technical teams (Developers, QA, Integration) External vendors (Comarch, IVS, GTN) Provide training and documentation for internal teams. Required Skills & Experience: Domain Knowledge 8+ years in wealth management, private banking, or investment advisory. Strong understanding of: Investment products (equities, ETFs, robo portfolios) Portfolio performance metrics (absolute/relative returns) Risk profiling and goal-based investing Regulatory frameworks (MiFID II, FATCA, CRS Digital Wealth Platforms Experience with Comarch or similar platforms (e.g., Temenos, Avaloq, InvestCloud). Familiarity with: Digital onboarding and KYC Self-execution and robo-advisory flows API-based integrations and data aggregation Testing & Delivery Experience in Agile/Scrum delivery environments. Ability to define and validate test cases, support SIT/UAT, and ensure traceability. Strong documentation and analytical skills. Preferred Qualifications: Experience in Middle East banking and digital wealth implementation projects. Soft Skills: Excellent communication and stakeholder management. Detail-oriented with a proactive mindset. Strong problem-solving and decision-making skills. Interested applicants please share your updated resume on tanvi.palwankar@qualitykiosk.com
Posted 1 month ago
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