Posted:1 week ago|
Platform:
On-site
Full Time
o Analyze current processes and recommend improvements and better strategies.
o Conduct market and competitor research to identify trends in wealth management.
o Collaborate with stakeholders to identify business needs, challenges, and opportunities.
o Document detailed business requirements, user stories, and process workflows.
o Communication with the IT Team based on the Business document prepared for explaining business requirements related to wealth management platforms, including CRM Systems, Back Office, Portfolio Management Tools and Client Reporting Systems. Support the implementation of digital tools for financial planning and wealth advisory services.
o Assist in project planning, tracking, and reporting progress.
o Ensure projects are delivered on time and meet business expectations.
5. Stakeholder Communication
o Prepare and present reports, strategic recommendations and dashboards to management.
o Support quality assurance teams by validating solutions to meet business needs.
o Perform user acceptance testing (UAT) and gather feedback for further improvement.
o Ensure IT systems comply with financial regulations and industry standards.
o Work with security teams to safeguard client data and ensure system resilience.
Tipsons Group
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
2.0 - 6.0 Lacs P.A.
Mumbai
4.0 - 4.75 Lacs P.A.
Gurugram
3.0 - 7.0 Lacs P.A.
Pune, Greater Noida
2.0 - 6.0 Lacs P.A.
Bengaluru
3.0 - 7.0 Lacs P.A.
Noida, Faridabad, Gurugram
7.5 - 17.5 Lacs P.A.
Experience: Not specified
Salary: Not disclosed
Tamil Nadu, India
Salary: Not disclosed
Salary: Not disclosed
0.5 - 0.6 Lacs P.A.
