Business Analyst - Wealth Management

BSG-Private Banking-Kotak Private Banking-BSG

Job Role

1. Analysis of new requirement and translation of the same to RSD.
2. Preparation of Requirement documents, test plans, incident reporting.
3. Carrying out the testing for the projects and resolution of the issues.
4. Co-ordination with various departments, users, product team, support teams like OPS, IT, Vendors for requirement gatherings, enhancements.
5. Thorough analysis for system issues faced and provide effective solutions
6. Working with internal customers to resolve the issues, enhance the current system to reduce the manual intervention.
7. User training on system enhancements.
8. Prepare User Guides and train users on newly developed Systems
9. Proper project management and follow up
10. Liasoning with the partners

Job requirement

• Good working knowledge in Wealth Management Domain/Financial Product.
• Strong business understanding for financial products.
• Well versed with Office Automation tools like MS Excel, MS Access etc.
• Strong ability to work with multiple teams needed.
• Should have good analytical skills and an eye for detail.
• Should be a Graduate or a Post Graduate.
• Should be an effective Team Player
• Experience in digital and technological project implementation

Post graduate (MBA/CA) would be preferred. At-least 3-4 years of relevant Wealth or financial industry experience in the project implementation. Prior experience in project Management role.

Proven business analysis skill with detailed knowledge across a financial environment.

Ability to handle multiple in-flight projects and deliver within given timeframes.

Graduate with relevant wealth industry experience of 8 yrs or more can be considered.