Capital Markets and Wealth Management SME

Overview

We are seeking an experienced professional to support capital market and wealth management systems, including exchange platforms, clearing and settlement, collateral management, and risk management. This role involves working closely with clients to guide digital transformation initiatives and testing strategies, while staying up to date with industry trends and regulatory changes.

Key Responsibilities

• Understand and document functional and technical requirements for capital market and wealth management systems.
• Stay current with technology architectures used by banks and brokerage firms and apply this knowledge to solution designs.
• Define and maintain solution requirements from a QA perspective to support automation frameworks and custom test solutions.
• Advise clients on digital transformation initiatives and testing strategies for smooth go-live and change management.
• Engage with industry experts to gather insights and contribute to internal knowledge sharing.
• Create standard process flow diagrams, high-level requirements, and scenario libraries for capital market and wealth management solutions.
• Collaborate with test automation teams to design reusable processes and test assets.
• Lead automation proof-of-concepts for capital market and wealth management projects, meeting client-agreed exit criteria.
• Promote reuse of domain knowledge and automation assets across projects and develop accelerators for future engagements.
• Research and share updates on regulatory changes, industry trends, and digital innovations with clients and prospects.
• Conduct continuous training sessions to build team capability on capital market and wealth management systems.
• Monitor evolving industry trends and align internal efforts to address emerging digital changes and market needs.

Requirements

• 10–12 years of experience in the banking industry, specifically with capital markets systems and services offered by exchanges such as NSE, BSE, MCX, NCDX, and INX.
• Proven track record as a tech-functional leader on implementation projects for capital market segments.
• Strong knowledge of equity, derivatives, wealth management systems, and alternate channels; experience with global capability centers (GCC) is a plus.
• In-depth understanding of SEBI rules, regulations, and related guidelines.
• Comprehensive exchange domain expertise covering equities, derivatives, futures and options, currency, mutual funds, bonds, government securities, trading platforms, clearing and settlement, collateral management, margin reporting, risk management, and compliance.
• Familiarity with web and mobile applications for capital market and wealth management products is advantageous.
• Ability to travel to client locations as required.
• Excellent communication, analytical, and stakeholder-management skills.