Business Analyst - Investment Managed Solutions / Premier Wealth Enablement - (BFSI)[Shephali]
A Business Analyst focused on digital wealth enablement initiatives, collaborating with Agile teams to gather requirements, map processes, and support wealth management solutions for financial clients.
- Compensation
- Not disclosed
- Location
- Delhi, Mumbai, Pune, Hyderabad, Bengaluru,Chennai, All
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Full time
- Experience
- 5+ years
- Category
- Business analysis
- Posted
Skills
Must have
- 8–12 years of overall relevant experience
- Minimum 5 years of recent BFSI (Banking, Financial Services & Insurance) experience
- Proven experience working in digital environments and initiatives
- Strong PI (Program Increment) planning capabilities with Agile expertise
- Core Business Analyst skills: requirement gathering, process mapping, stakeholder management
- Notice period of up to 30 days maximum
Nice to have
- Familiarity with wealth management journeys and processes
- Understanding of Relationship Manager (RM) functionalities in financial services
Full description
Role Type: Business Analyst
Number of Openings: 2
Total Experience Required: 8–12 years of overall relevant experience.
BFSI Experience (Mandatory): Minimum 5 years of recent BFSI (Banking, Financial Services & Insurance) experience is mandatory.
Location: Open — candidate can be based at any of our India delivery locations, with a preference for Delhi Client, Mumbai, Pune, Hyderabad, Bengaluru, or Chennai.
Engagement Type - Full Time - Permanent
Notice Period: Immediate joiners strongly preferred. Candidates with a notice period of up to 30 days maximum will be considered — this is a firm requirement with no exceptions.
Key Responsibilities
- Gather and document requirements for digital wealth enablement initiatives
- Support PI (Program Increment) planning and Agile ceremonies for the wealth workstream
- Conduct process mapping and stakeholder management across business and technology teams
- Contribute BA expertise to wealth management journey and Relationship Manager (RM)-facing initiatives
- Support backlog grooming and requirement validation throughout the delivery lifecycle
Required / Must-Have Skills
- Proven experience working in digital environments and initiatives
- Strong PI (Program Increment) planning capabilities, with demonstrable expertise in Agile methodologies and ways of working
- Robust core Business Analyst skills, including requirement gathering, process mapping, and stakeholder management
Preferred / Good-to-Have Skills
- Familiarity with wealth management journeys and processes
- Understanding of Relationship Manager (RM) functionalities within financial services