Subject Matter Expert - Digital Wealth Management

As a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience, you will join our overseas client team in Mahape, Navi Mumbai. Your role will involve implementing a Digital Wealth platform using Comarch, where you will translate complex wealth management requirements into functional and testable deliverables to meet business objectives, regulatory standards, and customer expectations. Key Responsibilities: - Act as the primary domain expert for wealth management, digital advisory, and investment journeys - Interpret and validate business requirements across various modules such as customer overview, account funding, self-execution, portfolio view, wealth planning, and more - Ensure alignment of Comarch platform capabilities with customer onboarding, portfolio management, order placement, reporting, and integration with vendors - Collaborate with testers to define test scenarios and acceptance criteria, focusing on real-time balance updates, order execution flows, portfolio aggregation, historical data accuracy, and regulatory compliance - Serve as a bridge between business teams, technical teams, and external vendors, providing necessary training and documentation for internal teams Qualifications Required: - Minimum 8 years of experience in wealth management, private banking, or investment advisory - Strong 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 - Expertise in Agile/Scrum delivery environments, defining and validating test cases, supporting testing phases, and ensuring traceability - Excellent communication, stakeholder management, problem-solving, and decision-making skills 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 look forward to hearing from you and potentially having you join our team soon.,