Business Analysis & Requirements Gathering: • Collaborate with stakeholders (product teams, operations, IT) to document business requirements, user stories, and functional specifications. • Analyze workflows, processes, and pain points in wealth management operations (onboarding, transactions, reporting, compliance). • Translate business needs into technical requirements for IT/development teams. Wealth Product Expertise: • Deep understanding of mutual funds (AMFI regulations), equities, fixed income, bonds, and alternative investments. • Familiarity with RTA (Registrar & Transfer Agent) platforms, BSE STAR MF, and exchange interfaces (NSE/BSE). • Knowledge of portfolio management systems (PMS), brokerage platforms, or wealth tech tools. Process Improvement & Solutions: • Identify gaps in existing systems (e.g., transaction processing, client reporting) and propose scalable solutions. • Work with IT to design/optimize interfaces between internal systems and external platforms (RTAs, custodians). • Support UAT, defect tracking, and post-implementation validation.