Business Analyst - Mutual Fund

Key Skills & Responsibilities:

• Strong knowledge of mutual funds, investment products, and transaction processes.
• Familiarity with online transaction platforms (NSE NMF-II, BSE StAR MF, NSE Invest, MF Utility, etc.).
• Experience in preparing BRDs, user stories, and workflows.
• Understanding of mobile app and web development life cycle.
• Exposure to UI/UX best practices; ability to collaborate with UI/UX teams to design investor-friendly transaction journeys (onboarding, purchase, redemption, SIP, STP, SWP, etc.).
• Strong analytical, problem-solving, communication, and documentation skills.
• Ability to manage multiple stakeholders and priorities.
• Collaboration with developers and QA teams for accurate implementation.
• Support UAT by preparing test cases and validating end-to-end flows.
• Identify opportunities to improve features, investor journeys, and operational efficiency.
• Benchmark against industry trends and competitor offerings.

Qualifications & Experience:

• MBA / Graduate / Postgraduate in IT and Finance.
• 2–6 years of experience as a Business Analyst (preferably in mutual funds, asset management, or fintech domain).
• Knowledge of SEBI regulations, KYC, FATCA, and digital onboarding processes (added advantage).
• Experience in Agile methodology preferred.