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2 Days ago

Test Engineer/ Sr Test Engineer (Wealth/ Mutual fund)

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Hyderabad, TS, India
Information Technology
Full-Time
AQM Technologies

Overview

About Us

AQM Technologies PVT LTD (AQM) established in the Year 2000 with a mission to make testing experience a “HAPPY TESTING” experience for all our stakeholders, our employees by allowing them to acquire new skills, and providing them with challenging assignments . Our Promise to our customers is Bug Free Software.


Job Description

Job Title: Test Engineer – Wealth Management System


Location: Ghatkopar, Mumbai

Key Responsibilities:


  • Perform manual functional testing of wealth management systems (Wealth Spectrum, Miles Software, Finacle WMS, Valuefy. Intellect Etc .

  • Understand business and operational workflows for Equity, Mutual Funds, PMS, AIFs, Bonds (Fixed Income), and Insurance.

  • Report, Client portal and RM Portal verification of various analytic reports and calculations.

  • Create and execute test cases, report defects, and track issues using test management tools.

  • Ensure Traceability between Requirement, Test scenario & Test cases, and Defect.

  • Participate in SIT, UAT, Data Migration (User Acceptance Testing) and Post Go live support for Production Ticket and Change request.

  • Apply domain knowledge in areas like portfolio reconciliation, transactions, NAV validation, and compliance reporting.

  • Contribute to test documentation and process improvements.


Required Skills & Qualifications:


  • 1–5 years of experience in wealth/portfolio operations, financial services, or IT support.

  • Understanding of wealth management products — Equity, Mutual Funds, PMS, AIFs, Insurance, Bonds, etc.

  • Strong analytical, problem-solving, and communication skills.

  • Detail-oriented with an interest in software testing and quality assurance.

  • Willingness to undergo training in manual testing.


Preferred Qualifications:

  • Familiarity with PMS or wealth management tools (Wealth Spectrum, Miles Software, Finacle WMS or similar).

  • Basic understanding of SDLC/STLC and software testing concepts.


  • Knowledge of SEBI, RBI, FATCA, and other wealth management regulations.






KRA for Junior Level - Senior / Lead Level – Wealth Management System


?
1–4 Years Experience (Junior Level)


  • Key Result Areas

  • Execute manual test cases for wealth management platforms such as Wealth Spectrum, Miles Software, Finacle WMS, Valuefy, and Intellect.

  • Understand and validate workflows for Equity, Mutual Funds, PMS, AIFs, Bonds, and Insurance.

  • Perform functional testing for Client Portal and RM Portal, including report validation.

  • Identify, log, and track defects with proper documentation.

  • Ensure basic traceability between requirements, test cases, and defects.

  • Support SIT and UAT cycles under supervision.

  • Validate basic calculations such as NAV, transactions, and holdings.

  • Assist in data validation during migration activities.

  • Maintain test documentation and execution reports.


Success Metrics


  • Test case execution accuracy

  • Defect identification rate

  • Adherence to timelines

  • Understanding of domain basics


?
5–8 Years Experience (Mid-Level)


  • Key Result Areas

  • Independently design and execute test scenarios and test cases across modules.

  • Lead SIT, UAT, and data migration testing activities.

  • Perform in-depth validation of:

  • Portfolio reconciliation

  • NAV calculations

  • Transaction lifecycle

  • Compliance reporting

  • Validate complex reports, analytics, and calculations in Client & RM portals.

  • Ensure end-to-end traceability between requirements, test scenarios, test cases, and defects.

  • Collaborate with business analysts, developers, and stakeholders for defect resolution.

  • Provide production support for issues, change requests, and enhancements.

  • Mentor junior testers and review their test cases and defect logs.

  • Contribute to test strategy, planning, and process improvements.


Success Metrics


  • Defect leakage rate

  • Test coverage and quality

  • Timely delivery of testing cycles

  • Stakeholder satisfaction

  • Mentorship effectiveness


Requirements

? 9–14 Years Experience (Senior / Lead Level)


  • Key Result Areas

  • Define and drive the overall testing strategy for wealth management systems.

  • Lead end-to-end QA lifecycle across multiple projects and releases.

  • Ensure high-quality validation across platforms like Wealth Spectrum, WMS, Valuefy, and Intellect.

  • Oversee SIT, UAT, production releases, and post-go-live support.

  • Drive validation of complex areas:

  • Multi-asset portfolio management

  • Advanced analytics & reporting

  • Regulatory compliance (SEBI, RBI, FATCA)

  • Manage stakeholder communication and align testing with business goals.

  • Identify and implement process improvements, automation opportunities, and QA best practices.

  • Review and approve test plans, scenarios, and defect management processes.

  • Lead and mentor teams, ensuring productivity and quality standards.

  • Handle risk management, escalation handling, and decision-making for critical releases.


Benefits

Success Metrics


  • Overall product quality and defect leakage

  • Release success rate

  • Process efficiency improvements

  • Team performance and delivery

  • Stakeholder and client satisfaction


    Date Opened

    05/29/2026

    Job Type

    Full time

    Industry

    IT Services

    City

    Mumbai

    State/Province

    Maharastra

    Country

    India

    Zip/Postal Code

    400086
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