Business Analysis & Requirements Gathering:
- Collaborate
with stakeholders (product teams, operations, IT) to document business
requirements, user stories, and functional specifications.
- Analyze workflows, processes, and pain points in wealth management operations (onboarding, transactions, reporting, compliance).
- Translate business needs into technical requirements for IT/development teams.

Wealth Product Expertise:
- Deep understanding of mutual funds (AMFI regulations), equities, fixed income, bonds, and alternative investments.
- Familiarity with RTA (Registrar & Transfer Agent) platforms, BSE STAR MF, and exchange interfaces (NSE/BSE).
- Knowledge of portfolio management systems (PMS), brokerage platforms, or wealth tech tools.

Process Improvement & Solutions:
- Identify gaps in existing systems (e.g., transaction processing, client reporting) and propose scalable solutions.
- Work with IT to design/optimize interfaces between internal systems and external platforms (RTAs, custodians).
- Support UAT, defect tracking, and post-implementation validation.

📌 Business Analyst Wealth Management (Hyderabad)
🏢 TRBITIX
📍 Hyderabad