SUMMARY

Role Overview

We are looking for an experienced Senior Business Analyst to join the Wealth Transformation / One Wealth Program, a strategic initiative focused on transforming the end-to-end Wealth Management sales journey, Relationship Manager (RM) capabilities, and overall customer experience.

The ideal candidate will possess a robust coreBusiness Analysis skills combined with deep domain expertise in Wealth Management , Relationship Manager (RM) workflows, and Digital Banking. The role involves working closely with business, product, technology, and operations teams to design and deliver future-state digital wealth solutions.

Key Responsibilities Business Analysis
- Lead end-to-end business analysis activities across Wealth Transformation initiatives.
- Elicit, analyze, document, and validate business requirements.
- PI planning , Agile ceremonies, RAID
- Prepare Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), user stories, process flows, use cases, and acceptance criteria.
- Conduct business process mapping, gap analysis,



and impact assessments.
- Collaborate with technology teams to ensure business requirements are translated into effective digital solutions.

Wealth Transformation
- Support the transformation of end-to-end wealth management sales and servicing journeys.
- Analyze and optimize customer journeys across onboarding, advisory, investment servicing, and portfolio management.
- Contribute to the design of future-state operating models and digital wealth capabilities.
- Identify opportunities to improve customer experience, operational efficiency, and advisor productivity.

Relationship Manager (RM) Enablement
- Work closely with business stakeholders to enhance Relationship Manager (RM) workflows and digital tools.
- Understand RM sales processes, customer engagement models, lead management, advisory workflows, and client servicing.
- Support the development of digital capabilities that improve RM productivi

📌 Business Analyst (Bengaluru)
🏢 Embarkgcc Services
📍 Bengaluru