Business Analyst - Mutual Fund

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.