Data Scientist

Wealth India Financial Services; Bengaluru; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Wealth India Financial Services in Bengaluru seeks a Data Scientist to uncover patterns that drive investor engagement and portfolio performance. You will work close to business teams, building models for drift, risk, and revenue forecasting, while shaping decisions beyond dashboards.

The role emphasizes segmentation, personalized experiences, and measurement frameworks, with collaboration across program management and senior leadership. Strong Python/SQL and analytics fundamentals are essential.

Qualifications

• 3–4 years of data science or analytics experience on large datasets.
• Proficient in Python and SQL with strong stats and ML foundation.
• Experience building dashboards and measurement frameworks used by stakeholders.
• Excellent communication of technical findings to non-technical audiences.

Responsibilities

• Investment and portfolio analytics—build models that surface portfolio drift, risk–return patterns, and fund‑level insights.
• Forecasting models that help predict revenue, churn, redemption, etc.
• Customer personalization and growth—develop segmentation, recommendation, and engagement models.
• Program and ops analytics—track KPIs, surface variance early, quantify impact of initiatives.
• Experimentation—design and run A/B tests to validate hypotheses.
• Storytelling—translate findings into actionable recommendations for senior leadership.

Skills

Python

SQL

Statistics

Machine Learning

Communication

Dashboarding

Tools

Pandas

Scikit-learn

Job description

Position: Data Scientist

Experience: 3 4 Years

Location: Bangalore

About The Opportunity

We are looking for a Data Scientist to help us see those patterns earlier: which investors need a nudge, which portfolios are drifting off-plan, and which programs are actually moving the needle. This role sits close to the business and reports directly into Program Management, so the work you do shapes decisions, not just dashboards.

Key Responsibilities

• Investment and portfolio analytics- build models that surface portfolio drift, risk-return patterns, and fund-level insights that support advisors and investors in making better decisions.
• Forecasting model- build predictive models that helps forecast revenue, churn, redemption etc
• Customer personalization and growth - develop segmentation, recommendation, and engagement models that tailor the investor experience and improve conversion, retention, and SIP continuity.
• Program and ops analytics- partner with the Director, Program Management to track program-level KPIs, build reporting that surfaces variance early, and quantify the impact of new initiatives.
• Experimentation- design and run A/B tests and other experiments to validate hypotheses before they scale across the platform.
• Storytelling- translate technical findings into clear, actionable recommendations for non-technical stakeholders, including senior leadership.

Desired Candidate Profile

• 3-4 years of experience in data science, analytics, or a related quantitative role, ideally handling large, real-world datasets.
• Strong hands-on skills in Python and SQL, with solid fundamentals in statistics and machine learning.
• Experience building dashboards, performance reports, or measurement frameworks that stakeholders actually use.
• Clear, confident communicator who can explain technical findings to non-technical audiences and defend a recommendation in the room.

Preferred (nice to have)

• Prior experience in wealth management, broking, asset management, or another BFSI/fintech environment.
• Hands-on experience with A/B testing and experimentation methodology.
• Exposure to program management analytics- tracking initiatives, milestones, and ROI across cross-functional programs.