Key responsibilities

Real-time pilot support

- Respond to banker requests during pilot sessions within defined turnaround times.

- Follow the Wizard Rulebook to identify opportunities and recommend referrals.

- Deliver clear, concise, and consistent responses that feel system-like and reliable

Data and context analysis

- Review CRM data, relationship maps, and approved external signals.

- Extract relevant insights needed for referral and pre-call recommendations.

- Flag missing, unclear, or conflicting data using defined exception categories.

Content curation

- Prepare and deliver pre-call plans, talking points, and referral summaries using approved templates.

- Ensure all content aligns with governance and compliance standards.

- Maintain consistency in format and tone across all banker interactions.

Logging and documentation

- Log every interaction accurately and completely in the pilot system.

- Capture request type, response time, data sources used, and recommendation provided.

- Record banker feedback and observed outcomes when available.

Continuous improvement

- Highlight recurring issues, unclear rules, or workflow friction to the Lead Data Analyst.





- Participate in daily or weekly pilot reviews and process refinement sessions.

Required skills and experience

- Basic to strong understanding of Commercial Banking or Wealth Banking concepts.

- Ability to navigate CRM systems and structured data.

- Robust attention to detail and comfort following defined rules and processes.

- Clear written communication skills.

- Ability to work under time pressure and meet response SLAs.

- Willingness to work in a live, experimental pilot environment.

Nice to have

- Prior experience in sales support, enablement, or analytics roles.

- Exposure to banking referrals, relationship management, or client onboarding.

- Familiarity with structured content creation or reporting.

Anaptyss is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to any legally protected characteristic, including disability and protected veteran status. For recruitment accommodations, contact your recruiter or [email protected].

📌 Data Analyst - Sales Enablement (Gurugram)
🏢 NLB Services
📍 Gurugram