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Functional Tester – Agentic AI Solution (Banking & Wealth Management)

Functional Tester – Agentic AI Solution (Banking & Wealth Management)

DailoqaNoida, UP, in
12 days ago
Job type
  • Quick Apply
Job description

Job Description

Functional Tester – Agentic AI Solution (Banking & Wealth Management)

Location : Noida

Experience Level : 2–4 years

Reports To : QA Lead / Product Manager

We are looking for an experienced  Functional Tester  to validate the business workflows, compliance logic, and customer-facing features of an  Agentic AI solution  built for the  banking and wealth management domain . This solution leverages  LLMs, retrieval-augmented generation (RAG) , and  domain ontologies  to provide intelligent data retrieval, client interaction, and regulatory compliance automation.

Key Responsibilities

Functional Testing

  • Understand  functional and non-functional requirements  for Agentic AI features (e.g., document Q&A, investment summarization, client onboarding, compliance tracking)
  • Validate  end-to-end user journeys  across banking and wealth advisory use cases
  • Test conversational workflows and  agentic logic flows  (multi-step LLM tasks)
  • Verify outputs from LLMs for  relevance, consistency, and context-awareness
  • Ensure correct  role-based access  across advisors, relationship managers, and compliance officers

Test Planning & Execution

  • Prepare  detailed test plans, test cases , and  traceability matrices  from EPICs, features, and user stories
  • Execute  manual testing  for user interfaces, APIs, and chat / agent interactions
  • Perform  regression testing  across AI pipelines after prompt or model updates
  • Log, track, and retest defects using tools like  Azure DevOps ,  Jira , or  TestRail
  • AI Model & RAG Testing

  • Validate grounding of LLM responses from  vector databases (e.g., Azure AI Search, Pinecone)
  • Check performance of  RAG pipelines  including hallucination mitigation, context window boundaries, and fallback logic
  • Test interaction of  agent orchestration flows  (LangChain / Autogen / semantic kernel)
  • Verify prompt-based test cases for accuracy and coverage
  • Integration & Data Testing

  • Validate  PDF / statement extraction logic  from custodians (e.g., Morgan Stanley, Pershing)
  • Check structured data output (JSON, tables) from Azure Form Recognizer or OpenAI pipelines
  • Ensure  data integrity and lineage  from ingestion → processing → user response
  • Must-Have Skills & Tools

    Category

    Tools / Tech

    Test Management

    Azure / AWA DevOps, Jira, TestRail, Azure Board

    Test Types

    Functional, UI, Integration, AI behavior

    Domain Knowledge

    Wealth Mgmt workflows, KYC, portfolio views, regulatory rules

    AI Concepts

    LLM output validation, RAG testing, prompt engineering basics

    Data

    JSON validation, SQL for test data setup

    Tools (Optional)

    Postman, Python (for test automation scripts), Excel-based test mapping

    Requirements

    Preferred Qualifications

  • Bachelor’s degree in Engineering, Finance, or Computer Science
  • Experience testing AI / ML solutions or conversational AI products
  • Familiarity with  Azure AI stack , OpenAI, or AWS Bedrock
  • Exposure to  compliance-heavy domains  like banking, wealth, or insurance
  • Ability to work with cross-functional Agile teams (product, engineering, AI / ML, compliance)
  • Nice-to-Have Skills

  • Experience writing  prompt-based test cases  for LLMs
  • Familiarity with  agentic workflows  (e.g., task chaining, autonomy testing)
  • Understanding of  financial statement formats  (portfolio summaries, trade confirms)
  • Basic scripting to validate data output (e.g.,Python, bash)
  • Requirements

    Preferred Qualifications Bachelor’s degree in Engineering, Finance, or Computer Science Experience testing AI / ML solutions or conversational AI products Familiarity with Azure AI stack, OpenAI, or AWS Bedrock Exposure to compliance-heavy domains like banking, wealth, or insurance Ability to work with cross-functional Agile teams (product, engineering, AI / ML, compliance) Nice-to-Have Skills Experience writing prompt-based test cases for LLMs Familiarity with agentic workflows (e.g., task chaining, autonomy testing) Understanding of financial statement formats (portfolio summaries, trade confirms) Basic scripting to validate data output (e.g.,Python, bash)

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    Functional Tester • Noida, UP, in

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