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business analyst - wealth mgt Jobs in Pune

business analyst - wealth mgt

business analyst consultant

Synechron

<div>
 
 Greetings,
 
 
 
 
 
 We have immediate opportunity for Business Analyst&ndash; 9 to 12 years
 
 
 Synechron&ndash;
 
 Pune, Hinjewadi
 
 
 
 
 
 
 
 Job Role:
 
 Business Analyst
 
 
 
 Job Location: Pune, Hinjewadi
 
 
 
 
 
 
 
 About Company:
 
 
 
 At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron&rsquo;s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud &amp; DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honoured with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,700+, and has 48 offices in 19 countries within key global markets. For more information on the company, please visit our website or LinkedIn community.
 
 
 
 
 
 
 Diversity, Equity, and Inclusion
 
 
 
 Diversity &amp; Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and an affirmative-action employer. Our Diversity, Equity, and Inclusion (DEI) initiative &lsquo;Same Difference&rsquo; is committed to fostering an inclusive culture &ndash; promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more.
 
 
 All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant&rsquo;s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.
 
 
 
 
 
 
 Job Description:
 
 
 
 Senior Business Analyst focused on customer engagement and functional analysis for supplemental health product portfolios within the life insurance space.
 
 
 
 
 
 Key Responsibilities:
 
 
 &bull; Act as a primary customer-facing analyst for life insurance clients.
 
 
 &bull; Conduct thorough review and analysis of customer product portfolios/features.
 
 
 &bull; Extract, review, and synthesize extensive client documentation.
 
 
 &bull; Capture, analyze, and document functional business requirements.
 
 
 &bull; Participate in project meetings and requirements discovery sessions.
 
 
 &bull; Prepare deliverables including feature summaries and business requirement documents.
 
 
 &bull; Provide senior-level functional insight to support modernization efforts.
 
 
 
 
 
 Requirements:
 
 
 &bull; Minimum 9 years' experience as a Business Analyst in the life insurance domain
 
 
 &bull; Experience with supplemental health products (highly preferred).
 
 
 &bull; Strong background in functional analysis and documentation.
 
 
 &bull; Proven track record of customer-facing engagement.
 
 
 &bull; Excellent written and verbal communication skills, able to interact with senior stakeholders.
 
 
 
 
 
 
 QUALIFICATION:
 
 
 
 Bachelor&rsquo;s or Master&rsquo;s degree in Computer Science, Engineering, or a related field
 
 
 
 
 
 
 
 
 If you find this this opportunity interesting kindly share your updated profile on bansi.hindocha@synechron.com
 
 
 
 
 
 With below details (Mandatory)
 
 
 Total Experience
 
 
 Experience as Business Analyst-
 
 
 Expeirnece in Insurance Domain-
 
 
 Current CTC-
 
 
 Expected CTC-
 
 
 Notice period-
 
 
 Current Location-
 
 
 Ready to relocate to Pune-
 
 
 
 
 
 If you had gone through any interviews in Synechron before? If Yes when
 
 
 
 
 
 Regards,
 
 
 Bansi Hindocha
 
 
 bansi.hindocha@synechron.com
 
</div>

Business Analyst

Accenture in India

<div>
 
 Project Role :
 
 Business Analyst
 
 
 
 Project Role Description :
 
 Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information.
 
 
 
 Must have skills :
 
 Personal Insurance
 
 
 
 Good to have skills :
 
 NA
 
 
 
 Minimum 3 Year(s) Of Experience Is Required
 
 
 
 
 Educational Qualification :
 
 15 years full time education
 
 
 Summary: As a Business Analyst, you will engage in a variety of tasks that involve analyzing an organization and designing its processes and systems. Your typical day will include assessing the business model and its integration with technology, evaluating the current state, identifying customer requirements, and defining the future state or business solution. You will also be responsible for researching, gathering, and synthesizing information to support decision-making and strategic planning. Roles &amp; Responsibilities: - Expected to perform independently and become an SME. - Required active participation/contribution in team discussions. - Contribute in providing solutions to work related problems. - Facilitate workshops and meetings to gather requirements and validate solutions. - Develop detailed documentation to support project deliverables and ensure alignment with stakeholder expectations. Professional &amp; Technical Skills: - Must To Have Skills: Proficiency in Personal Insurance. - Strong analytical skills to assess business processes and identify areas for improvement. - Experience in stakeholder management and effective communication. - Ability to create process maps and documentation to illustrate workflows. - Familiarity with project management methodologies and tools. Additional Information: - The candidate should have minimum 3 years of experience in Personal Insurance. - This position is based at our Pune office. - A 15 years full time education is required., 15 years full time education
</div>

<div>
 
 Project Role :
 
 Business Analyst
 
 
 
 Project Role Description :
 
 Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information.
 
 
 
 Must have skills :
 
 Business Requirements Analysis
 
 
 
 Good to have skills :
 
 NA
 
 
 
 Minimum 3 Year(s) Of Experience Is Required
 
 
 
 
 Educational Qualification :
 
 15 years full time education
 
 
 Summary: As a Business Analyst, you will engage in a variety of tasks that involve analyzing an organization and designing its processes and systems. Your typical day will include assessing the business model and its integration with technology, identifying customer requirements, and defining future states or business solutions. You will conduct research, gather data, and synthesize information to support decision-making and drive improvements within the organization. Your role will be pivotal in bridging the gap between business needs and technological capabilities, ensuring that solutions are aligned with strategic objectives. Roles &amp; Responsibilities: - Expected to perform independently and become an SME. - Required active participation/contribution in team discussions. - Contribute in providing solutions to work related problems. - Facilitate workshops and meetings to gather requirements and validate solutions. - Document business requirements and ensure they are communicated effectively to stakeholders. Professional &amp; Technical Skills: - Must To Have Skills: Proficiency in Business Requirements Analysis. - Requirements analysis and engineering - Agile methodology - Knowledge on BA tools and methodologies (e.g. JIRA, Confluence, Gitlab, User story definition) - Stakeholder collaboration" Additional Information: - The candidate should have minimum 3 years of experience in Business Requirements Analysis. - This position is based at our Pune office. - A 15 years full time education is required., 15 years full time education
</div>

Tech Mahindra

<div>
 
 
 Experience: 7+ years
 
 
 
 
 Skills: Business Analyst &ndash; Wealth Mgt
 
 
 
 
 Location: Pune
 
 
 
 
 Working Mode: Hybrid, 3 days a week from Office
 
 
 
 
 Domain: Banking
 
 
 
 
 Budget: upto 28 LPA
 
 
 
 
 Notice Period: Immediate
 
 
 
 
 
 
 
 Job Description:
 
 
 
 
 
 
 1. Ability to understand business requirements, translate them into requirement documents / user stories and explaining requirements to technical teams.
 
 
 2. Good understanding of the banking / wealth management domain comprising various financial products e.g. Equity, Bond and Derivatives etc.
 
 
 3. Also, should have good understanding of other banking products like Loans, deposits, Payments, Client static data etc.
 
 
 4. Hands on experience in working with Data Warehouses, Data Analysis.
 
 
 5. Hands on experience in generating the financial wealth management reports and Data analysis, Data Profiling using PL/SQL.
 
 
 6. Good understanding of Trade Life Cycle.
 
 
 7. Exposure in preparing Data Mapping and Modelling, Data Dictionary documents for transactional and reference data to design different reports
 
</div>

Business Analyst - Wealth Mgt

SailPoint

<div>
 
 
 
 
 Why SailPoint?
 
 
 
 &nbsp;
 
 
 
 
 
 
 Love what you do. And love where you do it. Smart people, fun culture, innovative work, beautiful offices &mdash; oh, and everyone&rsquo;s really nice. That&rsquo;s what people say about SailPoint. We&rsquo;re known as the company where everyone wants to work, and we have the
 
 
 
 
 
 awards
 
 
 
 
 
 to prove it. If you&rsquo;re passionate about outsmarting cybercriminals and working at a company where you can truly have an impact, we want you to join our team in India.&nbsp;
 
 
 
 
 
 
 SailPoint empowers the largest, most complex organizations by putting identity at the Center of Security and IT.&nbsp; Our 2,000+ customers include global financial institutions, government entities, and pharmaceutical organizations and more.&nbsp;&nbsp;
 
 
 
 
 
 
 
 
 
 Experience a small-company atmosphere with big-company benefits
 
 
 
 &nbsp;&nbsp;
 
 
 
 <ul>
 <li>
 
 
 
 Great technical and career growth opportunities&nbsp;
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 
 Who you are?
 
 
 
 &nbsp;
 
 
 
 
 
 
 You are a motivated self-starter with a strong sense of responsibility. You have a positive attitude, bring a high level of energy with you every day and have a strong attention to detail. You are comfortable working in a fast-paced environment that requires the flexibility to work with moving targets and changing requirements. You bring 2 or more years of professional experience working in a business analyst or administrative role and can learn new skills quickly.&nbsp;
 
 
 
 
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 
 What you&rsquo;ll do?&nbsp;
 
 
 
 &nbsp;
 
 
 
 
 
 
 SailPoint is looking for candidate to support our Recurring Services activities.  This role will work with Recurring Services team to provide both day-to-day insights and support of our Services sales opportunities. This role will involve working with CRM and PSA tools to keep records up to date, forecasting accurate, and ensure project invoicing is smooth and efficient. &nbsp;
 
 
 
 
 
 <ul>
 <li>
 
 
 
 Within the first month, you will be introduced to your team and your job responsibilities by shadowing team members and taking over some administrative tasks.&nbsp;&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Within 2-3 months you will have taken over major administrative functions and start to operate independently.&nbsp;&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 After 6 months you will have taken ownership of all major analytic functions within the Recurring Services team.&nbsp;
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 &nbsp;
 
 
 
 <ul>
 <li>
 
 
 
 Creating and updating opportunities within Salesforce.&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Reviewing reports of license opportunities to ensure associated services opportunities are linked appropriately.&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Creating projects within Salesforce and our PSA tool.&nbsp;
 
 
 
 </li>
 </ul>
 <li>
 
 
 </li>
 <ul>
 <li>
 
 
 
 Working with PS managers and clients to ensure POs, payments, change orders, and invoices are received in a timely manner.&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Assisting with SOW administration.&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Assisting with Change Order administration.&nbsp;
 
 
 
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 </ul>
 <ul>
 <li>
 
 
 
 Assisting with timesheet submission, tracking, and visibility.&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Reporting and tracking on project hour usage.&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Working with PS managers to identify opportunities needing updating and ensuring updates occur.&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Working with Recurring Services Project, Engagement and Technical teams to follow up on customer projects and scheduling as needed.&nbsp;
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 Requirements:&nbsp;
 
 
 
 &nbsp;
 
 
 
 <ul>
 <li>
 
 
 
 Excellent verbal and written communication skills, and ability to comprehensively and clearly present strategic issues and solutions.&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Experience with spreadsheet software like Microsoft Excel and Smart sheets a strong plus&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Experience with Salesforce a strong plus&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Proven skills at cultivating strong working relationships and working well within a team to learn and share knowledge.&nbsp;
 
 
 
 </li>
 </ul>
 <ul>
 <li>
 
 
 
 Ability to work in multiple time zones, specifically supporting the United States time zones.&nbsp;
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 Education:
 
 
 
 &nbsp;
 
 
 
 <ul>
 <li>
 
 
 
 Bachelor&rsquo;s degree or equivalent experience (Computer Science or Engineering degree a plus).&nbsp;
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 Travel:
 
 
 
 &nbsp;
 
 
 
 <ul>
 <li>
 
 
 
 This position requires up to 5% travel.&nbsp;
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 SailPoint is an equal opportunity employer and we welcome all qualified candidates to apply to join our team.&nbsp; All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable law. &nbsp;
 
 
 
 
 Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact applicationassistance@sailpoint.com or mail to 11120 Four Points Dr, Suite 100, Austin, TX 78726, to discuss reasonable accommodations.&nbsp; NOTE: Any unsolicited resumes sent by candidates or agencies to this email will not be considered for current openings at SailPoint.
 
</div>

Wolters Kluwer

<div>
 
 Job Summary:
 
 
 
 We are seeking a detail-oriented and analytical U.S Tax Consultant to join our tax content team, focusing on Schedule K-1 research, analysis, and mapping. This position requires a strong understanding of Partnership, S corporation and U.S Individual return, attention to detail, and the ability to adapt to annual changes in government forms.
 
 
 
 Tax Consultant:
 
 
 
 <ul>
 <li>
 Conduct in-depth research on Federal and State Schedule K-1 forms to determine proper line flows into the target tax return.
 </li>
 <li>
 Maintain and update K-1 mapping documentation using Excel.
 </li>
 <li>
 Monitor and analyze changes in government-issued K-1 forms and ensure corresponding updates in mapping and documentation.
 </li>
 <li>
 Perform QA testing to verify accuracy of K-1 line flows and resolve discrepancies.
 </li>
 <li>
 Identify discrepancies, anomalies, or potential risks in tax data, calculations, or filings and communicate findings to relevant stakeholders.
 </li>
 <li>
 The consultant must be versed in tax law, capable of providing clarification and interpretation to the software development team when needed, as well as conducting tax research.
 </li>
 <li>
 Long-term opportunities include training on the software's programming langue and developing the content calculations, workflow, and quality assurance. Ultimately, the Tax Analyst is responsible for the overall Quality of the tax software and ensuring the best user experience.
 
 
 
 </li>
 </ul>
 
 Skills And Qualification
 
 
 
 <ul>
 <li>
 Minimum 3&ndash;4 years of US tax experience, preferably across diverse return types with a strong focus on Forms 1065, 1120S and 1040.
 </li>
 <li>
 Minimum 3 Years of US tax experience ideally with State Tax Returns (preferred to have state K1 knowledge).
 </li>
 <li>
 Good to have experience in CCH Axcess Tax
 </li>
 <li>
 Proficient in Excel.
 </li>
 <li>
 Strong analytical and problem-solving skills
 
 
 
 </li>
 </ul>
 
 Note -
 
 
 
 
 Our Interview Practices
 
 
 
 
 To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we&rsquo;re getting to know you&mdash;not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process
 
 
 
 
 Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
 
 
 
</div>

Tax Consultant (1065, 1120S, K-1, State Returns)

<div>
 
 
 
 Job Description
 
 
 
 
 
 
 
 
 
 
 Business Analysts will be responsible for collecting requirements from client and vendor for NAS products like Enterprise, Vantage ADPR, Vantage UVI, SDG, MR, Autopay with skill to work on Classic tools as well as the Configuration to be carried out in the said applications.
 
 <ol>
 <li>
 Should have good understanding of HCM domain, Payroll and Benefits
 </li>
 <li>
 Gathering requirements from client and vendor.
 </li>
 <li>
 Should be well versed with the BA Tools and Techniques
 </li>
 <li>
 Carrying out Impact and Gap analysis based on requirement received.
 </li>
 <li>
 Creation of contingency plan and providing alternative solution to client and vendor
 </li>
 <li>
 Should be very strong in communication (written and verbal)
 </li>
 <li>
 Should have worked in Agile and Waterfall model
 </li>
 <li>
 Should have good understanding of SDLC phases and work structure
 </li>
 <li>
 Should be able to create Detailed Project Plan using Excel, MPP etc, keep track of it and justify the plan
 </li>
 <li>
 Should be able to
 </li>
 <li>
 Should have SQL, API, JSON, Manual Testing knowledge
 </li>
 <li>
 Should be able to understand the bug tracking flow (STLC)
 </li>
 <li>
 Should be able to perform the Unit Testing, UAT, write test cases, create test matrix
 </li>
 <li>
 Should schedule meeting with client and vendor for walkthrough of Functional Requirement Document (FRD), Business Requirement Document (BRD), SRS and Test Matrix
 </li>
 <li>
 Should be able to understand SFTP/MFT setup and complete the configuration
 </li>
 <li>
 Should be able to triage the issue quickly and provide solutions
 </li>
 <li>
 Help and support new associates
 </li>
 <li>
 Ability to explain domain concept to Development Team
 </li>
 </ol>
 
 
 
 
 
 
 
 
 
 Essential Duties and Responsibilities:
 
 
 
 <ol>
 <li>
 Implement Interfaces as a liaison between ADP and Client/Vendor system
 </li>
 <li>
 Understand the 5 Project Management process groups of &ldquo;Initiating&rdquo;, &ldquo;Planning&rdquo;, &ldquo;Executing&rdquo;, &ldquo;Monitoring &amp; Controlling&rdquo; and &ldquo;Closing&rdquo;
 </li>
 <li>
 Experience in writing SQL queries with various types of joins for data validation
 </li>
 <li>
 Good experience with MS Excel (V-Lookup, H-Lookup, Pivot)
 </li>
 <li>
 Writing FRD, BRD, SRS etc
 </li>
 <li>
 Writing Test cases and Creating Test Matrix, Understanding of RTM
 </li>
 <li>
 Should be able to handle stakeholders (Internal and External) communication in a very clear and precise manner
 </li>
 <li>
 Should be able to create contingency plan
 </li>
 <li>
 Should have good knowledge and understanding about SFTP/FTP/MFT
 </li>
 <li>
 Should be able to jump any quick calls and provide solutions
 </li>
 <li>
 Should have worked in handling data, preparing reports using excel or any other data tool
 </li>
 <li>
 Should be able to train and mentor at least 2 associates on HCM Domain and Process knowledge
 </li>
 </ol>
 
 
 
 
 
 
 Desired Skills
 
 
 
 
 
 
 
 
 
 <ol>
 <li>
 Excellent analytical and problem-solving skills
 </li>
 <li>
 Excellent team player and interpersonal skills
 </li>
 <li>
 Excellent communication and presentation skills
 </li>
 <li>
 Ability to coordinate with others team members to accomplish objectives.
 </li>
 <li>
 Ability to prioritize the job and meet the deadlines/SLAs
 </li>
 <li>
 Ability to meet deadlines and attention to detail
 </li>
 <li>
 MS Office tools.
 </li>
 <li>
 Should be able to create RCA
 </li>
 <li>
 Should be able to work independently as Project Manager
 </li>
 </ol>
 
 
 
 
 
 Eligibility Criteria:
 
 
 <ul>
 <li>
 Education: Bachelor&rsquo;s Degree in Engineering/Technology, BCA, BCS, B.Sc. Computer Science or equivalent or B.Com with technical certification
 </li>
 <li>
 Experience: Minimum 2 to 5 years of experience.
 </li>
 <li>
 Strong knowledge on HCM product (HR, Payroll) functionality.
 </li>
 <li>
 Strong knowledge of PL/SQL and RDBMS concepts and Manual Testing
 </li>
 <li>
 Strong communication skills
 </li>
 <li>
 Analytical and Agile mindset
 </li>
 </ul>
 
 
</div>

Explore 121+ Business analyst consultant in Pune this December. Find roles across top companies and apply now to boost your career.

121 business analyst consultant jobs IN Pune

Business Analyst

Business Analyst

Business Analyst

Business Analyst - Wealth Mgt

Business Analyst

Tax Consultant (1065, 1120S, K-1, State Returns)

Business Analyst