Wealth Management/Investment Asset Management experience :
- Should be able to talk confidently about Financial products like Brokerage, Advisory ; Asset classes like Equity, Mutual funds, Fixed Income, Annuity
- Hands on / Conversational expertise on topics ranging from Account Opening, Move Money, Account aggregation, Account Transfer, Reporting, Trading, etc.
- Understanding Data on financial asset classes.
- Experience in Working on Merger and Acquisition Conversion project is good to have
- Business Analyst with sound Analysis and Process flow Design experience, excellent communication skill. BFS domain knowledge.
- Have experience to write BRD, FRD/DSD, User Stories and simplify complex problems into solutions
- Good Product acumen, can easily fit into Product owner's role to deliver the product, must have worked on building / integrating products on various Fintech platforms.
Desired Skills: SQL basic knowledge, Case management / Workflow knowledge
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