Senior Principal Consultant- Wealth Management Modernization Business Analyst

Genpact View all jobs

  • Mumbai, Maharashtra
  • Permanent
  • Full-time
  • 1 month ago
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 , 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 , 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 and on , , , and .Inviting applications for the role of Principal Consultant- Wealth Management Modernization Business AnalystWe 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.ResponsibilitiesBusiness Analysis & Process ModernizationWork with stakeholders across Front Office, Lending, Investment teams, Operations, and TechnologyCapture and document business and functional requirementsReview existing processes, system touchpoints, and data flowsHelp define improved workflows and future-state operating modelsModernization Across Wealth DomainsInvestment & Portfolio ServicingSupport initiatives affecting investment advisory processes, portfolio servicing, and reporting workflowsEvaluate impacts of product lifecycle events and portfolio activities on downstream processes and systemsWealth LendingSupport improvements to wealth lending and collateralized credit processesAnalyze impacts across origination, monitoring, collateral management, and lifecycle servicingFront OfficeHelp enhance relationship manager workflows, CRM usage, and client servicing processesEnsure requirements reflect day-to-day front-office usage and client engagement needsOperationsReview and improve operational workflows supporting product servicing and client instructionsIdentify opportunities for process simplification, automation, and stronger controlsCapital Markets Product Knowledge (Required)Working knowledge of:EquitiesFixed income / bondsDerivatives (vanilla products and lifecycle events)Understand how financial product lifecycle events influence advisory, lending, operational, and system processesEnsure modernization initiatives remain aligned with product structures and constraintsBusiness Readiness & AdoptionSupport the rollout of new processes, tools, and platformsContribute to:Process documentationTraining inputsUser guidance materialsStakeholder communicationHelp ensure smooth adoption of new ways of workingQualifications we seek in you!Minimum QualificationsBTECHPreferred Qualifications/ SkillsProduce structured documentation including:Requirements specificationsBusiness rulesProcess mapsSystem interaction diagramsData dependenciesSupport business testing activitiesPerform Pre-UAT readiness validationAssist users during UAT cycles by clarifying workflows and expected outcomesAct as a link between business stakeholders and technology delivery teamsFacilitate workshops, walkthroughs, and requirement validation sessionsProvide clear documentation and status updates to stakeholders and program leadershipExperience working as a Business Analyst within Wealth Management or Private BankingExperience supporting process improvement or platform modernization initiativesStrong capital markets product knowledgeUnderstanding of front-to-back wealth management processesExperience working with technology delivery teamsInvestment advisory and portfolio servicing processesWealth lending and collateralized productsOperational product servicing workflowsCRM, portfolio, lending, and operational platformsData flows and reporting dependenciesRisk and control considerations within wealth managementStrong communication across business and technology stakeholdersStructured and detail-oriented approachGood workshop facilitation skillsComfortable working in evolving delivery environmentsStrong sense of ownership and accountabilityWhy join Genpact?Lead AI-first transformation – Build and scale AI solutions that redefine industriesMake an impact – Drive change for global enterprises and solve business challenges that matterAccelerate your career—Gain hands-on experience, world-class training, mentorship, and AI certifications to advance your skillsGrow with the best – Learn from top engineers, data scientists, and AI experts in a dynamic, fast-moving workplaceCommitted to ethical AI – Work in an environment where governance, transparency, and security are at the core of everything we buildThrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progressCome 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.

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