Role & Responsibilities :
Role :
- We are seeking an experienced and dynamic Business Analyst to join our Wealth Management Business Transformation team.
- In this pivotal role, you will be at the forefront of driving change and innovation within our wealth management division, working on high-impact projects that shape the future of our business around client experience.
- You will be required to assist in driving efficiency initiatives to improve client experience, reduce operational risk and reduce hours and Management
- Drive and coordinate Client Experience Improvement Initiative
- Lead digital platform for Soft Token Implementation & migration
- Manage Front Office Efficiency Initiative
- Oversee Fee Schedule Updates
- Execute Client Experience Improvement Projects
- Manage Complete BM Change Implementation
Business Analysis and Documentation :
Engage with stakeholders to gather, analyse, and document business requirements.Translate requirements into functional specifications, user stories, and actionable solutions.Perform data analysis, gap analysis, and impact assessments for process and system improvements.Facilitate workshops / meetings to drive consensus and solution design.Collaborate with developers to ensure business-IT alignment.Support testing, validation, training, and issue resolution for new or enhanced systems.Lead User Acceptance Testing for digital banking / CE-FO initiatives.Define UAT scope, objectives, success criteria, and create test plans, cases, and scripts.Coordinate testers and stakeholders, manage UAT execution, defect resolution, and reporting.Facilitate kick-offs, status meetings, and post-mortems.Track progress, escalate risks / issues, and provide UAT sign-off upon meeting quality standards.Assist in project planning, scheduling, tracking, and reporting across CE-FO initiatives.Maintain project documentation, including timelines, minutes, and dashboards.Support resource allocation, budget tracking, and risk / issue management.Coordinate stakeholder engagement and cross-team alignment.Provide administrative and governance support to project / program managers.Process Improvement :
Identify opportunities for automationReduce manual workloadStreamline client service processesEnhance operational efficiencyImplement best practicesRisk Management :
Ensure regulatory complianceEnhance data integrityAddress system exceptionsImprove control accuracyMonitor and report on risk metricsSkills required :
Strong understanding of client experience and front office operations in wealth managementExperience in business analysis and project managementKnowledge of client reporting systems and digital platformsStrong stakeholder management and communication skillsExcellent analytical and problem-solving capabilitiesProject coordination and execution skillsProficiency in MS Office Suite (especially Excel and PowerPoint)Experience with workflow management tools (e.g., JIRA)(ref : iimjobs.com)