Lead - Business Analyst

Lead - Business Analyst Job Description Key Responsibilities

• Collaborate with business stakeholders to gather, analyze, and document requirements related to client onboarding, KYC, and client lifecycle management.
• Work on Salesforce-based applications supporting client data, onboarding workflows, and customer intelligence platforms.
• Translate business requirements into functional specifications, user stories, and process flows.
• Understand and document client context data models, including client hierarchies, relationships, and behavioral insights.
• Support the design of solutions for client onboarding journeys client insights.
• Partner with technology teams to ensure requirements are accurately implemented.
• Perform impact analysis, gap analysis, and data mapping across upstream/downstream systems.
• Participate in UAT (User Acceptance Testing), validate deliveries, and ensure alignment with business expectations.
• Facilitate workshops and discussions with stakeholders across business, compliance, and technology domains.
• Ensure proper documentation including requirement documents, process maps, and data lineage.
• Drive continuous improvement of processes and enhance client experience and operational efficiency.

Required Skills Experience

• At least 9 to 10 years of experience as a Business Analyst, preferably in financial services or customer data platforms.
• Experience in client onboarding, KYC, Client insights
• Familiarity with client data management, customer 360 view
• Strong understanding of data flow, APIs, integrations, and system interactions.
• Ability to create process flows, user journeys, and requirement documentation.
• Experience working in Agile/Scrum environments.
• Strong analytical, communication, and stakeholder management skills.
• Knowledge of financial domain (capital markets/wealth management)
• Experience in using Gen AI tools like Cursor/CoPilot/Claude

Good to Have

• Experience with data visualization or reporting tools.
• Understanding client segmentation and analytics use cases.
• Familiarity with JIRA, Confluence, or similar tools.
• Salesforce (Sales Cloud, Service Cloud, or related ecosystems).

Key Competencies

• Stakeholder Management
• Analytical Thinking
• Domain Understanding (Client onboarding/KYC/client insights)
• Communication Documentation
• Problem Solving

Mandatory Competencies

• BA - Business Analyst - Business Process Modelling
• BA - Business Analyst - Requirement Gathering
• BA - Business Analyst - Root Cause Analysis (RCA)
• BA - Domain knowledge