Business analyst - investment managed solutions / premier wealth enablement - (bfsi) - india (shephali)

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 NCR, Mumbai, Pune, Hyderabad, Bengaluru, or Chennai.

Engagement Duration:

1 year+ (this is expected to be a multi-year engagement).

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