T24 Subject Matter Expert

1 week ago

Bengaluru, Karnataka, India Infodigix Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Experience Required:
10+ years in T24 Core Banking, with at least 5+ years in
Private Banking / Wealth Management
domain

Employment Type:
Full-time

About the Role:

We are looking for an experienced
T24 SME
with strong expertise in
Private Banking and Wealth Management modules
. The candidate will play a pivotal role in designing, implementing, and optimizing T24 solutions for high-net-worth and wealth management clients, ensuring compliance with business, regulatory, and client service needs.

Key Responsibilities:

  • Act as the
    primary T24 SME
    for
    Private Banking & Wealth Management
    modules (e.g., Funds, Securities, Portfolio Management, Corporate Actions, Order Management, AA for Lending/Wealth products).
  • Lead the
    design, configuration, and implementation
    of T24 solutions for private banking and wealth products.
  • Perform
    requirement analysis
    and translate business needs into functional solutions in T24.
  • Provide expertise in
    investment products, portfolio performance reporting, client advisory tools, and complex product setups
    within T24.
  • Conduct
    gap analysis, solution design, and impact assessment
    for new initiatives.
  • Support
    integration of T24 with external Wealth Management platforms
    (CRM, trading, investment advisory, and digital channels).
  • Collaborate with
    business stakeholders, product teams, and technical teams
    to deliver robust solutions.
  • Provide
    SME guidance during UAT, SIT, and migration activities
    .
  • Mentor consultants and developers working on Private Banking and Wealth modules.

Key Requirements:

  • 10+ years of experience in
    Temenos T24 / Transact
    , with at least 5 years in
    Private Banking & Wealth Management implementations
    .
  • Strong expertise in T24 modules such as:
  • Funds / Securities / Portfolio Management
  • Corporate Actions
  • AA (Arrangement Architecture) for Lending & Wealth products
  • Order Management & Treasury
  • In-depth understanding of
    Private Banking workflows
    : client onboarding, investment products, advisory, structured products, and compliance.
  • Hands-on experience with
    customization, product build, parameterization, and upgrades
    in T24.
  • Knowledge of
    integration with digital channels, CRM, trading platforms, and regulatory reporting
    .
  • Strong stakeholder management, communication, and solution design skills.

Preferred Skills:

  • Familiarity with
    Temenos WealthSuite (Triple'A Plus, TAP, Portfolio Management tools)
    .
  • Exposure to
    Temenos Infinity / Digital Wealth platforms
    .
  • Understanding of
    global regulatory requirements
    (MiFID II, FATCA, CRS, etc.).
  • Experience working in
    Agile environments
    .

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