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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.

    Working knowledge (including design and configuration) of any TMS application e.g. ION-IT2, Oracle Treasury, SAP TRM, etc.

2.      Should have completed at least 4 years in any TMS IT implementation 

3.      Strong experience with corporate funding, treasury, and related accounting functions. 

4.      Experience in business transformation with adapting existing systems to new businesses and strategies 

5.      Strong academic background – An excellent degree from a top-tier university is required in a subject that demonstrates the need for logical thinking, precise understanding, and clear articulation

Attributes:

·       Independent delivery and ownership-focused

·       End-to-end process mindset

·       Able to self-manage, collaborate, and regularly prioritize and manage activities across multiple workstreams

·       Good communicator, engaging, and able to work with offshore teams across various time zones

·        Excellent written and verbal communication skills

·       Ability to make data-driven decisions & thrive in a fast-paced environment

Key Responsibilities:

Accountable for functionally supporting Trafigura’s IT deliverables for the TMS application. Including;

6.      Ensuring TMS application supports the agreed business requirements.

7.      Review and challenge all requirements/change requests and specifications including:

1.      Functional Requirements

1.      Application functions

2.      Reporting functions

2.      Application Interfaces

3.      Operational control activities

4.      Audit requirements

8.      Documenting the implementation specifications/configurations, and preparing a knowledge base for the application.

9.      Where required, administering, the configuration of the TMS.

10. Develop (review if required) test scenarios and test cases and support end-users with testing

11. Support all type of issue resolution with the respective application owners

12. Identify areas of improvement, research best practices, and offer guidance and recommendations for process changes and potential solutions

Qualifications:

• Proven experience in sales, preferably in a branding, marketing, or creative agency environment. Ideally 2-4 years
• Strong understanding of branding principles, design, and marketing strategies.
• Excellent communication and presentation skills.
• Results-driven with a track record of meeting or exceeding sales targets.
• Ability to build and maintain strong client relationships.
• Bachelor's degree in Business, Marketing, or a related field is preferred.

• 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

Scrum Master(BA)

· Working with customers and product manager to prioritize and validate requirements.

· Coordinate with the work efforts of 8+ person team for various projects and help team complete tasks successfully and on-time and resolved obstacles encountered by team members.

· Should Coordinate and participate in weekly estimation meetings to provide high-level estimates (Story Points) for backlog items.

· Develop the crucial functional requirement specifications, creating detailed use cases and process flow diagrams to support functional specifications.

· Facilitate Daily Scrum Meetings and Monthly Reviews meetings. Conduct sprint retrospective and followed up on action items for continuous improvement.

· Prepare extensive cost - benefit analysis to support system and process changes

· Meticulously analyze complex data, staffing plans and variances to recommend solutions to improve revenue per call and customer satisfaction/retention

· Should be Responsible for two Agile Scrum teams

· Should be able to guide three development teams through transition from waterfall to Agile development.

· Coach the team members on Agile processes and facilitate  planning meetings and retrospectives. Maintained task board and produced daily burndown charts.

· Remove impediments and protect team members from interruptions and distractions to maximize productivity.

· Work closely with Product Owners, coordinating product backlog grooming and story.

· Generate test plans work instructions and procedures from client requirements and industry standards.

· Interface with stake holders and facilitate communication between client and the IT department.

· Prepare use case documents and utilized JIRA to create UML diagrams including use case, activity and class diagrams to extract business process flows and workflows, thereby assisting development and quality assurance teams in understanding the requirements.

· Work on a team environment to finalize use cases to develop functional and detail design specifications of the application.

· Participate in JAD sessions for requirement, feasibility and risk analysis with various stakeholders, including designers, developers, QA and management to identify critical and high risk areas of the application.

· Collaborate with the QA team in reviewing and validating test plans and test cases, ensuring that the final application catered to the user requirements.

· Develop a user acceptance test plan and test case scenarios to guide a select group of key end-users in testing the user interface and functionality of the application.

· Examine and evaluate testing fixtures and procedures for appropriateness in the specific requirements.

· Conduct 5+ levels of testing including functional, regression, user acceptance, integration and performance to verify the client’s needs are met.

· Should be able to Communicate client’s business requirements by constructing easy-to-understand data and process models.

• Determining business needs via consultation, business analysis, and targeted observations.
• Assessing existing IT infrastructure and recommending improvements.
• Developing and configuring customized SAP solutions.
• Writing scripts and programs to create user-friendly interfaces and enhanced functionalities.
• Deploying SAP solutions and ensuring smooth system integration.
• Troubleshooting and resolving issues to optimize performance.
• Providing SAP system support and end-user training.
• Performing rigorous documentation of SAP processes and presenting progress reports.
• Ensuring compliance with industry regulations.
• Keeping abreast of the latest SAP offerings, updates, and developments.

The business development executive will be primarily responsible for generating new business for the company alongside the Head of Global Business Development. Daily responsibilities will include: 

• Lead generation via an existing network, B2B portals and other online/offline mediums
• Market research & analysis to figure out the obtainable market between the various geographies that we operate in
• Work collaboratively with the existing team and exhibit a solid pre-sales function, right from RFP, business analysis and submission of proposals. 
• Identify sales tactics and close deals on a fast-paced level to gain maximum traction and growth in your success ladder
• Communicate with all the stakeholders and build a cohesive environment for teammates and the clients. 

Profound knowledge of systems and new-age technologies used for delivering applications in current times

Excellent written, verbal and negotiation skills

Profound email & business language proficiency to communicate in the international market

Experience in servicing international clients across USA, UK, EU, Asia-Pacific & Middle-east

Flexibility to work across various time zones

This is a full-time position in the office. But hybrid with WFH twice a month can be allowed. 

What do we offer?

Growth-led inclusive environment. Ideas to impact. Good compensation but great incentives. Travel skills are a must. 

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

• Act as a key point of contact to the Business Transformation Services, Business Analysis, and Functional Architecture and Solution Architecture groups throughout the implementation
• Interface with business stakeholders to determine key design/process decisions, and contribute to overall delivery plan.
• Deliver assigned tasks complete and on time as designated by the Programme Office to ensure smooth progress of the implementation.
• Contribute and take ownership for various project related tasks / planning activities as the programme evolves

• Knowledge and Practical experience of Project Management methodologies – ability to configure delivery work stream frameworks to progress timelines and delivery milestones
• Demonstrate ability in planning consulting/functional work & ownership of project outcomes

Job Description:

• 5-8 years of experience as business analyst preferably with some experience in healthcare domain
• Experience in capturing/ defining requirements and creating business requirements document/ software requirements specifications
• Extensive and hands on experience in creating wireframes using tools like Visio etc.
• Experience in communicating with stakeholders across the board, including clients, business team, and the development team to make sure the goals are clear and the vision is aligned with business objectives
• Experience as a BA in software development/ implementation projects is a must
• Experience in creating and prioritizing the list of user stories/ backlog items and prioritize them based on the overall strategy and business objectives
• Experience in overseeing the development of the product and taking necessary steps to keep the project on track
• Strong communication skills, documentation skills. Excellent PPT, word and excel skills are a must

 Good to have

• Have worked with hospitals or outpatient clinics or public sector healthcare entities
• BA may have to travel for a few weeks Internationally

Responsibilities:

Craft polished written communications and deliver oral communications of findings and recommendations in an effective and efficient manner

Collaborate positively with project stakeholders to secure support and implement recommendations in a fast-paced environment

• Drive discussions with product owner and/or business partners to understand the process, the problem, and then brainstorm solution scenarios
• Actively engage product owner or business SME to translate solution needs into actionable user stories
• Facilitate and support product backlog management
• Partner with product owners/SMEs to define & refine acceptance criteria
• Partner with developers on reviewing user stories for understanding and scoring
• Negotiate with product owners/business experts on alternative solutions
• Write test cases for user stories
• Perform/coordinate user acceptance testing to ensure functionality meets business needs before each product release
• Secure approval & change management activities with senior product manager or product owner before release

Skills

Excellent verbal/written communication and data presentation skills, including an ability to effectively communicate with both business and technical teams

Experience gathering and consolidating requirements from cross-functional groups

Strong attention to detail and excellent problem-solving skills

Experience

Overall exp required 5+ Years (1-2 years of experience in business analysis or project management)

Our Company

Tealbox Digital is reinventing the Ad-Tech space through managed tech plays. We’re focused on helping digital-first businesses generate qualified leads and accelerate their growth. With a combined domain experience of 5+ years, we’ve helped several eCommerce and SaaS businesses scale their customer acquisition funnels, resulting in them raising their subsequent rounds of capital from large investors.

By partnering with Tealbox, founders are able to get access to a digital marketing team that aligns marketing goals with the overall business objectives, which helps bring coherence across functions of the business. In short, we make data-backed, impactful customer experiences accessible to global brands.

We have built a solid team that can deliver extremely high quality results, with consistency and repeatability. We’re looking for like-minded individuals who, above and beyond qualifications and the specifications of this job description, are not looking for the intercept but the slope. Someone who finds comfort in ambiguity, strong communicative idealistic pragmatists, curiosity-first individuals who have a point of view but also an ear to listen.

If this resonates with you, we encourage you to apply!

Job Description

• Taking full ownership of key initiatives within verticals in the business, specifically business development.
• Working with stakeholders to identify & develop sales channels and products
• Extensive experience leading processes and working in/with startups.
• Being an active member of the business development process by identifying, introducing, nurturing and closing global sales opportunities.
• Solving problems through structured thinking, research, project planning, and on-ground execution.
• Owning responsibilities across domains such as strategy, marketing, operations, and partnerships.
• The expectations from this role may not be limited to this job description. Candidates are expected to adapt to the requirements that arise while completing the said processes.

Requirements

• Someone with 2-4 years of experience in startups/ consulting firms
• Willingness to hustle & get their hands dirty, and comfort with ambiguity
• Someone who enjoys taking ownership learns quickly, and has a bias for action
• Has the ability to break down a problem into smaller chunks and the ability to balance between the big picture and tactical activities
• Strong organizational, critical thinking, and communications skills.
• Good attention to detail and the ability to prioritize in a fast-paced environment.
• Able to track high volume activity with exceptional follow-through and attention to detail.
• Problem solver, able to troubleshoot issues independently or escalate when necessary - a sense of accountability and sound personal judgment.

Our Company

Tealbox.Digital is a Marketing-Technology company founded by IIT-Delhi alumni, focused on solving complex problems for businesses operating online. We leverage Paid Media to help clients all over the globe acquire new customers, retain existing ones and maximize customer lifetime value. We have been involved with several pre-sales startups that approached us with the intent to establish their proof of concept and we have enabled those businesses to grow from there to seven-figure turnovers. Our performances have impacted businesses so largely that we were able to set them up to raise capital from large investors. We currently operate in four continents and are growing steadily owing to the current need for businesses to go online and efficient performance marketing solutions to keep this channel sustainable. The businesses we largely work with are small-scale enterprises and startups and we are directly responsible for shaping how their business grows.

TealBox Digital is an Indian startup with a global outlook. We are an equal opportunity employer and are committed to creating exceptional employee experiences. We believe in empowering people by focusing on employee development and investing in continuous learning opportunities. We’re committed to helping people thrive professionally and personally.

Job Description

We are looking for curious individuals who are natural leaders and have the ability to recognise what needs to be done. We require candidates with strong written & verbal communication skills and analytical thinkers. The ideal candidate will need to be able to effectively articulate insights and recommended actions.

In this role,

• You need to analyze and solve increasingly complex business problems.
• You will be working as a part of the Digital Marketing & Customer Analytics team which provides a set of processes that measure, manage and analyze marketing activities in order to provide actionable insights and recommendations to clients’ advertising campaigns to optimize ROI & performance efficiency in operations.
• You will have experience in transforming large amounts of diverse business data into valuable and meaningful information that can be used to support campaign-wise decision-making.
• Design and carry out high quality analysis in service of projects undertaken on behalf of clients and ensure the analysis is presented in a compelling way.
• You will have good written and oral communication skills in English language and the ability to transform data into actionable insights for an audience composed of digital experts, novices and beginners.
• Conceptualize and implement Paid Media strategies to acquire new customers and grow client businesses.
• Stay informed of the relevant industry, paid media, and paid media platform trends and best practices.
• The ideal candidate is someone who enjoys solving problems. They love taking on difficult challenges and finding creative solutions and does not get flustered easily.

Requirements

• Graduates with an aptitude to pick up new skills or 4-6 years’ experience in the marketing segment with a clear understanding of digital marketing or individuals with equivalent/relevant experience.
• Experience with FB Ads, Google Ads, Amazon Ads, Programmatic Buying and other allied tools such as Google Analytics, Google Tag Manager etc, is a plus but NOT mandatory.
• Strong presentation skills and ability to work with diverse stakeholders.
• Ability to analyze large data sets and use analytical skills to create easy-to-understand, actionable insights for business stakeholders.
• Intermediate knowledge/experience with Google Sheets, Google Slides, Google Data Studio, Python, etc.
• Strong math/analytical and quantitative skills.
• Strong problem-solving skills.
• Very strong oral and written communication skills.
• Intermediate knowledge/experience with relational databases and report development.
• Close attention to detail, accuracy, follow-through and excellent organizational skills.
• Proof of ability to take up responsibility and deliver on actions

The ideal candidate is a motivated, organized, and creative individual who welcomes the challenges of acquiring and developing new business through sales efforts. You will build key customer relationships, identify business opportunities, and close business deals while maintaining extensive knowledge of current market conditions.

Responsibilities
Act as the initial point of contact for all client related concerns ,which indeed makes you the main communication channel between the clients and the developers.

• Cultivate strong business relationships with key decision-makers

• Proactively identify new opportunities and deliver innovative solutions to customers

• Develop market strategies by researching lists of high potential prospects Qualifications

• Bachelor's degree or equivalent experience in Business from a top University/College

• 0-1 year of sales or account management experience

• Excellent written and verbal communication skills

Primarily we look for below following criteria :

• Good requirement gathering / BA skills
• Experience of Agile framework
• Domain – BFS : Wholesale / Retail etc. 
• Data Analytics & AI, Digital Banking experience

• Should have a good experience selling IT sales services in the USA/Europe region
• Should have knowledge of IT services like Web services, Cloud Services, Mobile Technology.
• Experience working in B2B Sales
• Create and implement sales strategies in line with the company's growth objectives
• Managing prospective client relationships through all phases of the sales cycle
• Developing and maintaining strong professional relationships with global accounts, to maximize sales
• The ability to write reports and proposals
• Comfortable working in different time zones to connect with our target audience
• Experience working with end-to-end sales from lead generation to lead conversion.
• Proven track record for closing new deals with both large and mid-size companies
• Knowledge of Demand generation
• Lead generation skills for IT services projects
• Develop and execute strategies to expand inbound lead/demand generation
• Must have good working experience in Upwork, Freelance.com, PeoplePerHour
• Good communication skills verbal as well as written is must

Desired Candidate Profile

• The role will be part time (15-20 hours per week) with scheduled weekend availability.
• LINC Fellows will be “actively engaged” when a unit (subject) is assigned. A unit will range from 7 to 14 weeks at a time.
• LINC Fellows are required to provide 2-3 hrs each afternoon (between noon to 5pm) every day when they are supporting students.
• Candidate will have flexibility to work from location of his/her convenience.

• Interacting with high-quality global university faculty
• Working with a diverse range of international students
• Developing deeper subject understanding
• Gaining richer academic exposure
• Improving interpersonal and cross-cultural skills

• PG/Doctoral degree with distinction or first-class from a top university in India
• 5-10 years of corporate experience and/or teaching experience in the fields like Marketing, Finance, Operations, Organization/HR, Data Analytics, Project Management, Strategy and Ethics at a leading university or college (note: at least 1 year formal teaching experience at a university of college is a MUST).
• Empathetic, ambitious, warm and outgoing personality willing to work closely with people from diverse culture
• Proficient in English language
• Must possess a working laptop and have access to high-speed (>2 MBPS) stable internet connection
• Ability to quickly learn and use technology platforms for interacting with student including host university’s Learning Management System and LINC's technology platform (training on these platforms will be provided)