08 Aug
|
VBeyond
|
Hyderabad
Role & responsibilities
A Business Analyst (BA) Wealth Sales Transformation is responsible for improving how a bank or wealth management firm sells investment and wealth products to clients. The role bridges business stakeholders (Relationship Managers, Wealth Advisors, Sales Heads) and technology teams to design and implement transformation initiatives.
Key Responsibilities
1. Understand Business Requirements
- Gather requirements from Wealth Advisors, Relationship Managers (RMs), Product Teams, and Sales Leadership.
- Conduct workshops and stakeholder interviews.
- Document Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), and user stories.
2. Transform Sales Processes
- Analyze the current ("As-Is") sales journey.
- Design the future ("To-Be") sales process.
- Identify inefficiencies and recommend improvements.
- Standardize and automate sales workflows.
📌 Business Analyst (Hyderabad)
🏢 VBeyond
📍 Hyderabad