About the Role and Responsibilities
- Support active client cases and proposals with domain-specific insights and strategic recommendations for Wealth Management domain.
- Drive structured problem-solving approaches, generate hypotheses, and define analytical deliverables.
- Lead end-to-end execution of research and analysis streams ensuring zero-defect, high-impact output.
- Utilize advanced analytics tools (Tableau, Alteryx, Python, R, SPSS) where appropriate to improve team output and efficiency.
- Team Leadership & Management - Manage and mentor a team of 34 members, including Associates and Analysts.
- Own and maintain strong client relationships, demonstrating the ability to adapt to client needs and resolve complex issues.
- Communicate key insights and implications clearly and persuasively across internal and client stakeholders.
Qualifications
- Education& Experience
- Undergraduate degree in B.Com, BBA, BBE, Economics, Statistics, or B.Tech.
- Preferably an MBA from a top-tier institute/university.
Required Skills
- Strong analytical, communication, and leadership capabilities.
- Should have strong experience into Wealth Management or Asset Management.
- Advanced proficiency in Excel and PowerPoint.
- Experience in managing and mentoring teams in a high-performance setting.
- Hands-on knowledge of analytical tools such as Tableau, Alteryx, Python, or R is highly desirable.
- Ability to navigate ambiguity, multi-task, and deliver high-quality outcomes under pressure.
