Business Analyst

Cambridge Wealth, a distinguished brand from Baker Street Fintech Pvt Ltd, stands as a premier player in the wealth and mutual fund distribution sector. Awarded by BSE Star and Mutual Fund houses, Cambridge Wealth serves UHNI/HNI/NRI clients, including renowned professionals from various industries. An early-stage Fintech Startup, we are committed to developing a Fintech platform with a human interface for our Investors. We are committed to a Customer Centric approach and our culture thrives on ownership and excellence, backed by a founding team with a proven track record of delivering industry-leading product experiences and earning accolades such as the Webby awards for Digital Strategy. Join us on our exciting journey to redefine the future of investing.

Visit our website: http://www.cambridgewealth.in

Overview:

As a Business/Product Analyst at Baker Street, you will play a pivotal role in driving the development and evolution of our wealth management product. This role offers a unique opportunity to collaborate with diverse teams, utilizing your analytical expertise to contribute to the success of our transformative financial product.

Key Responsibilities:

Market Analysis:

• Conduct in-depth market research to identify industry trends, competitor products, and emerging technologies in wealth management.
• Collaborate with stakeholders to gather market insights, translating them into actionable product strategies.

Product Development:

• Define and document detailed product requirements based on market research and customer feedback.
• Work closely with the product development team to ensure the timely and successful delivery of product features and enhancements.
• Contribute to the development of user stories, use cases, and acceptance criteria.

Data Analysis:

• Analyze user behavior, engagement metrics, and relevant data to derive insights that inform strategic product decisions.
• Utilize statistical methods to identify patterns, trends, and opportunities for product optimization.

Collaboration:

• Collaborate with cross-functional teams, including development, design, marketing, and customer support, to ensure a seamless and user-friendly product experience.
• Serve as a liaison between technical and non-technical stakeholders, facilitating effective communication.

Documentation:

• Maintain comprehensive documentation of product features, specifications, and processes.
• Create and update user manuals, training materials, and other documentation as required.

Qualifications:

• Bachelor's degree in Business, Finance, Computer Science, or a related field
• Proven analytical and problem-solving skills
• Exceptional written and verbal communication skills
• Ability to thrive in a collaborative, fast-paced environment
• Basic understanding of financial concepts and wealth management principles

Preferred Skills:

• Familiarity with Agile development methodologies
• Methodical and thorough documentation skills
• Root Cause Analysis expertise
• Previous experience in the fintech industry
• Knowledge of regulatory frameworks in the financial sector

Note: The provided job description outlines general responsibilities and is not exhaustive. Additional responsibilities may be assigned as needed.

Not sure whether you should apply? Here's a quick checklist to make things easier. You are someone who:

• Have worked(0-1.5 years preferably) or are looking to work specifically with an early-stage Fintech startup.
• You are ready to be a part of a Zero To One Journey which implies that you shall be involved in building fintech products and processes from the ground up.
• You are comfortable to work in an unstructured environment with a small team where you decide what your day looks like and take initiative to take up the right piece of work, own it and work with the founding team on it.
• You'd like a fair chance to work your way up to a founding team position which involves taking key business decisions and taking accountability for it.
• This is not an environment where someone will be checking up on you every few hours. It is up to you to schedule check-ins whenever you find the need to, else we assume you are progressing well with your tasks. You will be expected to find solutions to problems and suggest improvements.
• You want complete ownership for your role & be able to drive it the way you think is right. You are looking at a long-term horizon and plan to grow with the company.
• You are a self-starter and take ownership of deliverables to develop a consensus with the team on approach and methods and deliver to them.

Compensation

Competitive compensation as per experience and industry standards, with the possibility of ESOPS participation.

Freshers/those with limited experience may apply for a 6 month paid internship with the possibility of a PPO upon successful evaluation.

The stipend would be Rs.15,000/- pm.

Location

This is a full-time WFO position based at our headquarters at Prabhat Road, Pune.

Our Hiring Process:

1. You Apply and answer a couple of quick questions [5 min]
2. Online Assessment Test [1 hour]
3. Recruiter screening phone interview [20 min]
4. Skills assessment take-home challenge
5. Technical interview: [30 min - includes a discussion around the submitted assignment]
6. Founder's interview: [30 min]
7. We make you an offer and proceed for reference and BGV check.

BDA and BDE

ROLES

We're seeking a qualified sales associate to sell annual car and bike Scotty subscription products that our customers have grown to rely on. The sales associate will utilize their skills to generate high-quality leads, build strong relationships with customers, and close deals. The ideal candidate has skills and demonstrates the ability to showcase our offerings compellingly. 

Job Location: Work from home

Selection process: HR Round followed by group discussion and sales manager round.

Qualification: Any Graduate/Post Graduate

Salary offered: As per industry standards

Working days: 6 days          Sunday is off

Shifts:10:00am -7:00pm

Mandatory language: English 

Laptop/wi-fi: candidates are to use their own laptops,

Addititional Compensation: If applicable, this will be decided on the basis of your designation.

• 4 to 7 years of experience in requirements management, use cases and business flows
• Must have worked on projects using Agile Methodology
• Excellent client interaction skills
• Must be able to work effectively with business users/stakeholders 6. Ability to multitask and work with minimal supervision
• Certified Business Analysis Professional (CBAP) Certification is a plus
• Excellent written and oral communication skills

We are looking for a Business Analyst who will be the vital link between our information technology capacity and our business objectives by supporting and ensuring the successful completion of analytical, building, testing and deployment tasks of our software product’s features.
Responsibilities

• Define configuration specifications and business analysis requirements
• Perform quality assurance
• Define reporting and alerting requirements
• Own and develop relationship with partners, working with them to optimize and enhance our integration
• Help design, document and maintain system processes
• Report on common sources of technical issues or questions and make recommendations to product team
• Communicate key insights and findings to product team
• Constantly be on the lookout for ways to improve monitoring, discover issues and deliver better value to the customer

Requirements

• Previous experience in Business / Systems Analysis or Quality Assurance
• A degree in IT / Computer Science
• Proven experience in eliciting requirements and testing
• Experience in analysing data to draw business-relevant conclusions and in data visualization techniques and tools
• Solid experience in writing SQL queries
• Basic knowledge in generating process documentation
• Strong written and verbal communication skills including technical writing skills

Note: PLEASE READ BEFORE APPLYING

-You are currently working at Startups, VC or Tier 1 Consulting (McK, BCG, Bain, LEK, Parthenon, Kearney).

-Your current salary is within 18 LPA.

-You are ready to relocate to Bangalore.

About the role:

-Enable performance measurement and tracking of key metrics for the partnerships vertical.

-Own competition analysis and Identify new business trends in the ecosystem. Provide the business team with insights to work on new features, competitive advantage and technology intelligence.

-Work on consumer spending data emerging from card usage and provide use cases for the business team to pursue partners.

-Comparative analysis between vendors/partners and recommend choices to the business team.  

Requirements:

-1-5 years of experience in strategy, consulting roles or research roles.

-Data interpretation, presentation and comparative analysis are must haves.

-Excellent communication skills

-MBA/Management graduate from tier1 B-school  - IIM/ISB/IIT/BITS/NIT/DU Colleges

• Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions.
• Leading ongoing reviews of business processes and developing optimization strategies.
• Staying up-to-date on the latest process and IT advancements to automate and modernize systems.
• Conducting meetings and presentations to share ideas and findings.
• Performing requirements analysis.
• Documenting and communicating the results of your efforts.
• Effectively communicating your insights and plans to cross-functional team members and management.
• Gathering critical information from meetings with various stakeholders and producing useful reports.
• Working closely with clients, technicians, and managerial staff.
• Providing leadership, training, coaching, and guidance to junior staff.
• Allocating resources and maintaining cost efficiency.
• Ensuring solutions meet business needs and requirements.
• Performing user acceptance testing.
• Managing projects, developing project plans, and monitoring performance.
• Updating, implementing, and maintaining procedures.
• Prioritizing initiatives based on business needs and requirements.
• Serving as a liaison between stakeholders and users.
• Managing competing resources and priorities.
• Monitoring deliverables and ensuring timely completion of projects.

 Requirements:

• A minimum of 5 years of experience in business analysis or a related field.
• Exceptional analytical and conceptual thinking skills.
• The ability to influence stakeholders and work closely with them to determine acceptable solutions.
• Advanced technical skills.
• Excellent documentation skills.
• Fundamental analytical and conceptual thinking skills.
• Experience creating detailed reports and giving presentations.
• Competency in Microsoft applications including Word, Excel, and Outlook.
• A track record of following through on commitments.
• Excellent planning, organizational, and time management skills.
• Experience leading and developing top-performing teams.
• A history of leading and supporting successful projects.