Skills
What You’ll Do and What You’ll Bring
Key Responsibilities
Analyze BRD, FRD, user stories and functional requirements.
Prepare detailed test scenarios, test cases and test data.
Execute Functional, Integration, System, Regression, Sanity and End-to-End testing.
Perform testing of Wealth Management System workflows and interfaces.
Log and track defects using JIRA / Azure DevOps / ALM or similar tools.
Perform defect retesting and regression testing after fixes.
Validate frontend, backend and database transactions.
Perform SQL/database validation wherever required.
Validate APIs and integrations using tools such as Postman or SoapUI.
Maintain test execution evidence and testing documentation.
Participate in defect triage/discussion with developers, BAs and business teams.
Support SIT and UAT execution.
Provide daily testing progress and defect-status updates.
The internal testing material similarly describes Test Engineer activities around test case design, execution, defect recording, retesting, maintaining test results, and daily reporting.
Wealth Management Domain Knowledge
Candidates should preferably have hands-on testing exposure to
Customer / Investor onboarding
Customer risk profiling
Investment suitability
Portfolio management
Portfolio holdings and valuation
Asset allocation
Investment order processing
Mutual Funds
Equities
Bonds / Fixed Income
ETFs or other investment products
Purchase / Buy transactions
Redemption / Sell transactions
Switch transactions
Fees and charges
Corporate actions
Portfolio statements and investment reporting
Relationship Manager / Investment Advisor workflows
Wealth platform integration with Core Banking and other systems
Mandatory Skills
3–6 years of Software Testing experience
Good experience in the Banking domain
Hands-on Wealth Management System (WMS) testing experience
Strong Manual / Functional Testing skills
Test scenario and test case preparation
SIT and Integration Testing
End-to-End Testing
Regression and Sanity Testing
Defect lifecycle management