Key Skills & Responsibilities :
- Strong knowledge of mutual funds, investment products, and transaction processes.
- Familiarity with online transaction platforms (NSE NMF-II, BSE StAR MF, NSE Invest, MF Utility, etc.).
- Experience in preparing BRDs, user stories, and workflows.
- Understanding of mobile app and web development life cycle.
- Exposure to UI / UX best practices;
ability to collaborate with UI / UX teams to design investor-friendly transaction journeys (onboarding, purchase, redemption, SIP, STP, SWP, etc.).
Strong analytical, problem-solving, communication, and documentation skills.Ability to manage multiple stakeholders and priorities.Collaboration with developers and QA teams for accurate implementation.Support UAT by preparing test cases and validating end-to-end flows.Identify opportunities to improve features, investor journeys, and operational efficiency.Benchmark against industry trends and competitor offerings.Qualifications & Experience :
MBA / Graduate / Postgraduate in IT and Finance.2–6 years of experience as a Business Analyst (preferably in mutual funds, asset management, or fintech domain).Knowledge of SEBI regulations, KYC, FATCA, and digital onboarding processes (added advantage).Experience in Agile methodology preferred.