Wealth Management Operations
Private Banking
Investment Advisory Services
Portfolio Management
Asset Management
Mutual Funds
Equities and Fixed Income Products
Structured Products
Alternative Investments
Retirement Planning
Financial Planning
Insurance and Wealth Products
Client Onboarding and KYC
Risk Profiling and Suitability Assessment
Portfolio Rebalancing
Performance Reporting
Regulatory Compliance and Investor Protection
Digital Wealth Platforms
Required Skills
Business Requirement Gathering and Analysis
Functional Documentation (BRD, FRD, FSD)
Process Mapping and Gap Analysis
User Story Creation and Backlog Management
Stakeholder Management
Business Process Modeling
UAT Planning and Coordination
Change Management
Agile and Waterfall Project Delivery
Strong Communication and Presentation Skills
📌 Business Analyst (Mumbai)
🏢 Quality Engineering
📍 Mumbai
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