Role Overview

Shriram Wealth is looking for a hands-on Senior Business Analyst to own and drive digital journeys, fulfilment workflows, and regulatory-compliant technology solutions across Mutual Funds, Bonds, PMS, and Wealth Management platforms.

This role requires deep involvement across requirements, data analysis, UAT, regulatory alignment, and stakeholder collaboration, ensuring high-quality, stable, and scalable digital solutions for the wealth business.

Key Responsibilities

Digital Journey & Fulfilment Ownership

1. Lead end-to-end digital journeys covering onboarding, transactions, order execution, settlement, reporting, and post-trade fulfilments for MF, Bonds, PMS, and allied wealth products
2. Map as-is / to-be journeys, identify gaps, and define system and process improvements
3. Work closely with Product, Technology, and Operations teams to ensure seamless customer and RM experiences

Business & Techno-Functional Analysis

1. Create detailed Business Requirement Documents (BRD), Functional Requirement Specifications (FRS), and User Stories
2. Translate regulatory and business needs into clear, testable techno-functional requirements
3. Act as a bridge between Business, Product, Operations, QA, and Development teams

Data Analysis & Reporting

1. Analyse system, transaction, and operational data to generate insights supporting design and prioritization decisions
2. Validate data flows, reports, and dashboards for accuracy, completeness, and regulatory compliance
3. Provide structured feedback to development teams on solution quality, performance, and stability

User Acceptance Testing (UAT) & Quality Assurance

1. Own end-to-end UAT for all wealth and trading technology initiatives
2. Drive and Assist Testing team in making test scenarios, test cases, RTM (Requirement Traceability Matrix), and test data controls
3. Execute and coordinate techno-functional testing, defect triaging, and closure
4. Ensure defect-free, production-ready releases aligned with business expectations

Compliance & Regulatory Alignment

1. Ensure all systems and workflows adhere to SEBI, AMFI, and Wealth Management regulatory guidelines
2. Work with Compliance and Risk teams to embed regulatory controls, disclosures, and audit requirements into digital journeys
3. Support regulatory audits and inspections with process, data, and system documentation

Market Research & Continuous Improvement

1. Track industry trends, regulatory changes, and digital innovations in the Indian wealth and stock broking ecosystem
2. Conduct market and product research to identify enhancement opportunities and best practices
3. Proactively recommend improvements in journeys, controls, and operational efficiency

Stakeholder Management & Delivery

1. Act as a key point of contact for Business Heads, Operations, Product Managers, and Technology Leads
2. Manage dependencies, timelines, and delivery risks for assigned initiatives
3. Ensure high-quality delivery, business alignment, and stakeholder confidence

Training & Post-Go-Live Support

1. Support training and knowledge transfer for business and operations users
2. Assist in post-go-live stabilization, issue resolution, and continuous improvement cycles

Required Skills & Experience

1. 12–15 years of hands-on Business Analysis experience in Wealth Management, Stock Broking, Capital Markets, or BFSI
2. Strong domain knowledge of Mutual Funds, Bonds, PMS, Trading & Wealth workflows
3. Deep understanding of SEBI, AMFI, and Indian wealth regulatory ecosystem
4. Proven expertise in UAT, test case design, RTM, and defect management
5. Strong analytical skills with experience in data analysis, reporting, and validation
6. Excellent communication skills with the ability to engage senior business and technology stakeholders
7. Experience working in large, regulated financial organizations preferred

Why Join Shriram Wealth

1. Opportunity to work on large-scale, regulated digital wealth platforms
2. High ownership role with direct impact on customer and RM journeys
3. Exposure to complex regulatory, business, and technology transformations
4. Work with senior leadership in shaping next-generation wealth technology