BA – Customer Onboarding

4 days ago

Pune, Maharashtra, India EIL Global Full time ₹ 14,00,000 - ₹ 25,00,000 per year

About the Role

We are seeking a skilled Business Analyst with experience in customer onboarding within the wealth management space. The ideal candidate will have deep domain knowledge in wealth systems, strong analytical capabilities, and a proven track record of delivering customer onboarding solutions using Avaloq. Exposure to Appway, digital transformation initiatives, and familiarity with HSBC's operating models will be a significant advantage.

This role offers the opportunity to work on strategic projects, enhancing customer experience and ensuring seamless onboarding processes for high-net-worth clients while aligning with global compliance and business standards.

Key Responsibilities

  • Work closely with stakeholders to gather, analyze, and document business requirements related to customer onboarding in wealth management.
  • Support end-to-end customer onboarding processes using Avaloq, ensuring data integrity, operational efficiency, and compliance.
  • Collaborate with technology and operations teams to implement solutions that enhance onboarding experience and servicing workflows.
  • Act as a liaison between business teams, technology teams, and vendors to ensure smooth project delivery.
  • Provide functional guidance and support during testing, deployment, and post-production phases.
  • Drive process improvements, automation opportunities, and efficiency enhancements as part of digital transformation initiatives.
  • Ensure adherence to governance, compliance, and risk frameworks, aligned with HSBC's policies and regulatory requirements.
  • Provide training and documentation for end users and support teams.

Required Qualifications & Experience

  • Bachelor's degree in Business, Finance, Technology, or related field.
  • Mandatory: Experience in customer onboarding and servicing within the wealth management domain.
  • Hands-on experience with Avaloq implementation or support projects.
  • Proven track record in working with wealth systems or banking platforms.
  • Strong understanding of customer lifecycle, KYC, AML, and regulatory requirements in wealth onboarding.
  • Excellent communication, stakeholder management, and documentation skills.

Ability to work in an EU aligned shift

Job Type: Full-time

Pay: From ₹1,400,000.00 per year

Benefits:

  • Health insurance

Application Question(s):

  • What is your current CTC
  • What is your expected CTC
  • What is your Notice period

Work Location: In person

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