Business Analyst - Transformation & Change Management People Realm Recruitment Services Private Limited

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Senior Business Analyst specializing in Wealth Management Transformation, you will play a crucial role in a dynamic team dedicated to driving strategic initiatives across various sectors such as Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management. Your expertise in wealth management products and services will be instrumental in leading large-scale business analysis and transformation projects, working closely with stakeholders to identify areas for improvement, and creating detailed business requirements aligned with transformation goals. Your responsibilities will include conducting gap analyses, proposing data-informed optimizations, facilitating workshops to align strategy and execution, and delivering actionable insights to senior leadership. You will collaborate with advisors, investment teams, and IT professionals to drive end-to-end transformation projects in financial services and banking environments. Additionally, you will mentor junior analysts and foster a culture of continuous improvement within the team. To excel in this role, you should have at least 7 years of experience in business analysis, with a minimum of 3 years in wealth management or financial services. Your strong domain knowledge across various wealth management domains and proven track record in driving transformation projects will be essential. Proficiency in financial modeling, investment analysis, and tools such as Excel, PowerPoint, Visio, JIRA, and Confluence is required. Exposure to SQL, Python, and data visualization tools like Tableau, Power BI, or QlikView is highly preferred. Familiarity with Agile methodologies and excellent communication skills are also crucial for success in this position. Joining our team will provide you with the opportunity to work on mission-critical transformation projects in a globally-aligned Wealth Management platform. You will collaborate with leaders in investment strategy, advisory, and digital innovation, leveraging cutting-edge tools in financial modeling, analytics, and machine learning. We offer a supportive culture that encourages learning, leadership development, and career advancement, along with competitive compensation, work-life balance programs, and access to next-gen investment platforms. If you are a data-savvy analyst passionate about driving transformation in the wealth management domain, and eager to make a meaningful impact, we invite you to apply now and become a valuable member of our future-focused team.,

Posted 19 hours ago

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Associate - Mid Market SalesNew Razorpay

12.0 - 16.0 years

0 Lacs

karnataka

On-site

As an Associate in the Mid Market Sales team based in Bangalore, you will play a crucial role in driving sales in the FinTech space. This position goes beyond traditional sales execution, as we are seeking an individual who is eager to create a significant impact, is adept at both inbound and outbound selling, and can independently build and manage their own pipeline. Operating in a fast-paced and evolving environment, you will need to demonstrate clarity, focus, and a proactive approach to achieving outcomes. If you are passionate about the startup ecosystem and financial innovation, have a proven track record of proactive sales follow-ups, and excel in high-touch customer engagement, this role is tailored for you. We value individuals who bring fresh ideas to the table, embrace experimentation, iteration, and continuous improvement, and are comfortable working without rigid boundaries. Key Responsibilities: - Engage in both inbound and outbound sales activities, leveraging marketing-generated, partner-generated, and self-generated leads. You will be expected to proactively create and manage your pipeline. - Execute daily funnel activities, handling a significant number of leads and progressing them through structured discovery, demos, and follow-ups. - Conduct thorough sales discovery processes to deeply understand merchants" business models, cash flow, and banking needs. Your approach should be sharp, curious, and tailored to each interaction. - Take ownership of projects by identifying trends, opportunities, and implementing new initiatives or process enhancements beyond meeting quotas. - Focus on building long-term relationships with merchants, identifying opportunities for cross-selling and upselling, and ensuring customers derive maximum value from our solutions. - Collaborate effectively with cross-functional teams such as Operations, Product, Marketing, and Finance to facilitate deal closures and deliver exceptional merchant experiences. - Lead pricing and negotiation discussions with a strategic perspective, optimizing for long-term value and mutual benefit. Mandatory Qualifications: - Minimum of 2 years of B2B sales experience in SaaS, FinTech, Banking, or related industries. - Demonstrated outbound sales experience, including lead generation, nurturing, and closure. Strong storytelling, persuasion, and follow-up capabilities are essential. - Ability to work independently, demonstrate initiative, resourcefulness, and thrive in dynamic environments with rapidly evolving products and processes. - Strong analytical and consultative skills, with the ability to address objections effectively and turn them into valuable insights. - Excellent communication skills (both written and verbal), proficiency in CRM tools, and effective time management abilities.,

Posted 6 days ago

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