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Senior Principal Consultant- Wealth Management Modernization Business Analyst
Ready to build the future with AI?
At Genpact, we don’t just keep up with technology—we set the pace. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges.
If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what’s possible, this is your moment.
Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook.
Inviting applications for the role of PrincipalConsultant- Wealth Management Modernization Business Analyst
We are looking for experienced Business Analysts to support a portfolio of strategic initiatives within a global Wealth Management organization. These initiatives cover investment servicing, wealth lending, front-office enablement, operational efficiency improvements, and modernization of core platforms and workflows.
This role is focused on improving business processes, evolving operating models, and supporting adoption of new systems and tools across the wealth management lifecycle. Strong wealth management domain experience, capital markets product knowledge, and the ability to work closely with technology teams are essential.
You will collaborate with business stakeholders, delivery teams, and technology partners to translate business needs into clear process, system, and data requirements that support modernization initiatives.
The role combines practical business analysis delivery with continuous improvement of business workflows and supporting technology capabilities.
Responsibilities
Business Analysis & Process Modernization
Work with stakeholders across Front Office, Lending, Investment teams, Operations, and Technology
Capture and document business and functional requirements
Review existing processes, system touchpoints, and data flows
Help define improved workflows and future-state operating models
Modernization Across Wealth Domains
Investment & Portfolio Servicing
Support initiatives affecting investment advisory processes, portfolio servicing, and reporting workflows
Evaluate impacts of product lifecycle events and portfolio activities on downstream processes and systems
Wealth Lending
Support improvements to wealth lending and collateralized credit processes
Analyze impacts across origination, monitoring, collateral management, and lifecycle servicing
Front Office
Help enhance relationship manager workflows, CRM usage, and client servicing processes
Ensure requirements reflect day-to-day front-office usage and client engagement needs
Operations
Review and improve operational workflows supporting product servicing and client instructions
Identify opportunities for process simplification, automation, and stronger controls
Capital Markets Product Knowledge (Required)
Working knowledge of:
Equities
Fixed income / bonds
Derivatives (vanilla products and lifecycle events)
Understand how financial product lifecycle events influence advisory, lending, operational, and system processes
Ensure modernization initiatives remain aligned with product structures and constraints
Business Readiness & Adoption
Support the rollout of new processes, tools, and platforms
Contribute to:
Process documentation
Training inputs
User guidance materials
Stakeholder communication
Help ensure smooth adoption of new ways of working
Qualifications we seek in you!
Minimum Qualifications
BTECH
Preferred Qualifications/ Skills
Produce structured documentation including:
Requirements specifications
Business rules
Process maps
System interaction diagrams
Data dependencies
Support business testing activities
Perform Pre-UATreadiness validation
Assist users during UAT cycles by clarifying workflows and expected outcomes
Act as a link between business stakeholders and technology delivery teams
Facilitate workshops, walkthroughs, and requirement validation sessions
Provide clear documentation and status updates to stakeholders and program leadership
Experience working as a Business Analyst within Wealth Management or Private Banking
Experience supporting process improvement or platform modernization initiatives
Strong capital markets product knowledge
Understanding of front-to-back wealth management processes
Experience working with technology delivery teams
Investment advisory and portfolio servicing processes
Wealth lending and collateralized products
Operational product servicing workflows
CRM, portfolio, lending, and operational platforms
Data flows and reporting dependencies
Risk and control considerations within wealth management
Strong communication across business and technology stakeholders
Structured and detail-oriented approach
Good workshop facilitation skills
Comfortable working in evolving delivery environments
Strong sense of ownership and accountability
Why join Genpact?
Lead AI-first transformation – Build and scale AI solutions that redefine industries
Make an impact – Drive change for global enterprises and solve business challenges that matter
Accelerate your career—Gain hands-on experience, world-class training, mentorship, and AI certifications to advance your skills
Grow with the best – Learn from top engineers, data scientists, and AI experts in a dynamic, fast-moving workplace
Committed to ethical AI – Work in an environment where governance, transparency, and security are at the core of everything we build
Thrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress
Come join the 140,000+ coders, tech shapers, and growth makers at Genpact and take your career in the only direction that matters: Up.
Let’s build tomorrow together.
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.
Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.
JobSenior Principal Consultant
Primary LocationIndia-Mumbai
ScheduleFull-time
Education LevelBachelor's / Graduation / Equivalent
Job PostingFeb 22, 2026, 8:55:44 PM
Unposting DateAug 22, 2026, 2:55:44 AM
Master Skills ListConsulting
Job CategoryFull Time
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