Business Intelligence Analyst - Client Acquisition - BFSI

Business Intelligence Analyst - Client Acquisition

Alert from 4S Advisory (www.4sadvisory.com)

Urgent Requirement for leading Wealth & Asset Management company

Position: Business Intelligence Analyst - Client Acquisition

Report To: Director of Business Intelligence / Client Acquisition Manager

Location: Mumbai

Qualification: Bachelor's degree in Business, Finance, Economics, Statistics, or related fields

Experience: 2 - 6 Years

Timings: 9 am - 6pm

Monday to Friday

Job Description :

We are dedicated to provide superior financial solutions and advice to high net-worth individuals and families. Our commitment to excellence, combined with our tailored wealth management strategies, ensures our clients' financial goals and aspirations are achieved.

Job Summary:

The Business Intelligence Analyst for Client Acquisition plays a crucial role in driving our firm's growth by leveraging data analytics and business intelligence to identify, evaluate, and engage potential clients. This position demands a blend of analytical prowess, innovative thinking, and strategic outreach capabilities.

Key Responsibilities:

- Data Analysis and Insight Generation:

- Analyze market trends, client data, and competitive landscapes to identify opportunities for client acquisition and business growth.

- Strategic Planning:

- Collaborate with the client acquisition and marketing teams to develop data-driven strategies for targeted outreach, campaigns, and events aimed at attracting new clients.

- Client Segmentation and Targeting:

- Utilize advanced analytics to segment potential clients based on various criteria, including financial potential, investment preferences, and risk profiles.

- Reporting and Performance Monitoring:

- Create regular reports detailing the outcomes of client acquisition efforts, highlighting successes, areas for improvement, and recommendations for future strategies.

- Collaboration and Communication:

- Work closely with cross-functional teams, including marketing, sales, and product development, to ensure alignment on client acquisition objectives and strategies.

- Market Research:

- Conduct comprehensive market research to understand client needs, industry trends, and emerging opportunities.

- Technology Utilization:

- Leverage the latest in analytics and CRM tools to enhance the effectiveness of client acquisition strategies.

Qualifications:

- Bachelor's degree in Business, Finance, Economics, Statistics, or related fields.

- Proven experience in business intelligence, data analysis, or a similar role within the financial services or wealth management industry.

- Strong analytical skills and proficiency in data analytics tools (e.g., SQL, Python, R) and CRM software (e.g., Salesforce).

- Excellent understanding of wealth management products and the financial market landscape.

- Exceptional communication and presentation skills, with the ability to translate complex data into actionable insights.

- Proven track record of developing and implementing successful client acquisition strategies.

- Highly organized, with strong project management skills and the ability to multitask in a fast-paced environment.

Benefits:

- Competitive salary package

- Performance-based bonuses

- Health and wellness benefits

- Retirement plans

- Professional development opportunities

- Dynamic and supportive work environment