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Job description
Business Analysis & Requirements Gathering: Collaborate with stakeholders (product teams, operations, IT) to document business requirements, user stories, and functional specifications. Analyze workflows, processes, and pain points in wealth management operations (onboarding, transactions, reporting, compliance). Translate business needs into technical requirements for IT/development teams. Wealth Product Expertise: Deep understanding of mutual funds (AMFI regulations), equities, fixed income, bonds, and alternative investments. Familiarity with RTA (Registrar & Transfer Agent) platforms, BSE STAR MF, and exchange interfaces (NSE/BSE). Knowledge of portfolio management systems (PMS), brokerage platforms, or wealth tech tools. Process Improvement & Solutions: Identify gaps in existing systems (e.g., transaction processing, client reporting) and propose scalable solutions. Work with IT to design/optimize interfaces between internal systems and external platforms (RTAs, custodians). Support UAT, defect tracking, and post-implementation validation.
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About this listing
- Source: TRBITIX's official careers site · still listed there on 9 Nov 2026
- Posted 13 Jun 2025
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TRBITIX
Founded on a legacy of innovation and commitment, TRBITIX stands at the forefront of redefining excellence in business solutions. With a relentless pursuit of quality and a deep-rooted passion for client success, we take pride in delivering transformative strategies that propel businesses toward unparalleled growth. #
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