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Business Analyst - Wealth Transformation - Financial Planning

Company

EMBARK SERVICES PRIVATE LIMITED

Location

Bangalore North, KA

Posted

July 21, 2026

Position Overview

Role Overview We are looking for an experienced Senior Business Analyst to join the Wealth Transformation / One Wealth Program, a strategic initiative focused on transforming the end-to-end Wealth Management sales journey, Relationship Manager (RM) capabilities, and overall customer experience. The ideal candidate will possess a strong core Business Analysis skills combined with deep domain expertise in Wealth Management, Relationship Manager (RM) workflows, and Digital Banking. The role involves working closely with business, product, technology, and operations teams to design and deliver future-state digital wealth solutions. Key Responsibilities Business Analysis Lead end-to-end business analysis activities across Wealth Transformation initiatives. Elicit, analyze, document, and validate business requirements. PI planning , Agile ceremonies, RAID Prepare Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), user stories, process flows, use cases, and accept...

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