Business Analyst in Wealth Management

2 weeks ago

Mumbai, Maharashtra, India Genpact Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Inviting applications for the role of Manager, Business Analyst with Wealth Management Domain

In this role, we are seeking a highly skilled Business Analyst with strong expertise in the Wealth Management domain to join our team. The ideal candidate will act as the bridge between business stakeholders and technology teams, ensuring that requirements are well captured, documented, and translated into effective solutions. This role involves working on end-to-end Target Operating Models, client onboarding processes, product lifecycle management, and compliance with entity-specific tax obligations.

Responsibilities

  • Collaborate with stakeholders across business and technology to gather, analyze, and document requirements.
  • Prepare and maintain Business Requirement Documents (BRDs) to support NEPAL BPC drafting, Policies, and Procedure updates.
  • Contribute to the design and operationalization of business processes within Wealth Management.
  • Partner with technology teams to deliver complex cross-functional solutions across multiple business areas and geographies.
  • Support the full product lifecycle, including onboarding, tax compliance, and operational readiness.
  • Ensure accuracy, attention to detail, and timely delivery of all outputs.
  • Manage requirements, testing, and delivery within fast-paced project environments.
  • Provide clear communication and adapt messaging to different levels of seniority.
  • Should have excellent documentation and writing skills, will need to prepare documentation.
  • Should be able to explain the business requirements to the technical team, walk them through the requirements and hand hold them if needed.
  • Should have experience in launching any online platforms in their previous work experience.

Qualifications we seek in you

Minimum Qualifications

  • Solid understanding of the Wealth Management landscape (products, operations, regulations).
  • Excellent communication skills with ability to adapt approach to different levels of seniority.
  • Proven experience working on end-to-end Target Operating Models and product lifecycle management.
  • Strong experience in documenting BRDs and supporting policy/procedure updates.
  • Excellent communication and stakeholder management skills, with ability to engage at all levels.
  • Hands-on experience collaborating with technology teams to deliver cross-functional solutions.
  • Strong attention to detail, analytical mindset, and delivery focus.
  • Proven track record in managing requirements, delivery, and testing in a dynamic environment.

Preferred Qualifications/ Skills

  • Experience with the Avaloq platform.
  • Exposure to Online Trading Platforms.

  • Business Analyst

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Role: Business Analyst - Capital Markets / Wealth ManagementLocation: Mumbai - BKCExperience: 5- 8 years (Capital Markets / Wealth Management domain)Qualification: Graduate/Postgraduate in Finance, Economics, Engineering, MBA, or related fieldsKey ResponsibilitiesGather, document, and analyze business requirements (BRDs, FRDs, Gap Analysis, User Stories,...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Senior Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

  • Wealth Manager

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position: Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...

  • Private Wealth Relationship Manager

    7 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...

  • Private Wealth Manager

    2 days ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

  • Private Wealth Manager

    5 days ago

    Mumbai, Maharashtra, India Coheron Wealth Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Looking for Wealth Managers with atleast 8 years of relevant work experience

  • Wealth Management Analyst

    1 week ago

    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    JOB DESCRIPTIONJoin our dynamic team as a Goals-based Planning Analyst, where you'll leverage J.P. Morgan's cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If you're passionate...

  • Content Writer

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full time

    Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...