Lead - Business Analyst

Iris Software; Gurugram District; On-site; INR 2,000,000 - 3,000,000; Full time

Job summary

Iris Software is seeking a Lead - Business Analyst in Gurugram, Haryana. The role involves collaborating with stakeholders to gather and document requirements, particularly in client onboarding and KYC. Candidates should have extensive experience and strong analytical skills.

Key responsibilities include working on Salesforce applications, translating requirements into specifications, facilitating discussions, and ensuring proper documentation for client onboarding processes. Strong knowledge of APIs and data management is essential.

Preferred skills include familiarity with Gen AI tools and experience in Agile environments.

Qualifications

• At least 9 to 10 years of experience as a Business Analyst.
• Preferably in financial services or customer data platforms.
• Ability to create process flows and requirement documentation.

Responsibilities

• Collaborate with business stakeholders to gather and document requirements.
• Work on Salesforce applications supporting client data.
• Translate business requirements into functional specifications.
• Support the design of solutions for client onboarding.
• Conduct UAT and validate deliveries.

Skills

Business Analyst experience

Client onboarding

KYC knowledge

Data flow understanding

Agile/Scrum experience

Strong analytical skills

Stakeholder management

Gen AI tools (Cursor/CoPilot/Claude)

Tools

Salesforce

JIRA

Confluence

Job description

Lead - Business Analyst

Key Responsibilities

• Collaborate with business stakeholders to gather, analyze, and document requirements related to client onboarding, KYC, and client lifecycle management.
• Work on Salesforce-based applications supporting client data, onboarding workflows, and customer intelligence platforms.
• Translate business requirements into functional specifications, user stories, and process flows.
• Understand and document client context data models, including client hierarchies, relationships, and behavioral insights.
• Support the design of solutions for client onboarding journeys client insights.
• Partner with technology teams to ensure requirements are accurately implemented.
• Perform impact analysis, gap analysis, and data mapping across upstream/downstream systems.
• Participate in UAT (User Acceptance Testing), validate deliveries, and ensure alignment with business expectations.
• Facilitate workshops and discussions with stakeholders across business, compliance, and technology domains.
• Ensure proper documentation including requirement documents, process maps, and data lineage.
• Drive continuous improvement of processes and enhance client experience and operational efficiency.

Required Skills and Experience

• At least 9 to 10 years of experience as a Business Analyst, preferably in financial services or customer data platforms.
• Experience in client onboarding, KYC, Client insights
• Familiarity with client data management, customer 360 view
• Strong understanding of data flow, APIs, integrations, and system interactions.
• Ability to create process flows, user journeys, and requirement documentation.
• Experience working in Agile/Scrum environments.
• Strong analytical, communication, and stakeholder management skills.
• Knowledge of financial domain (capital markets/wealth management)
• Experience in using Gen AI tools like Cursor/CoPilot/Claude

Good to Have

• Experience with data visualization or reporting tools.
• Understanding client segmentation and analytics use cases.
• Familiarity with JIRA, Confluence, or similar tools.
• Salesforce (Sales Cloud, Service Cloud, or related ecosystems).

Key Competencies

• Stakeholder Management
• Analytical Thinking
• Domain Understanding (Client onboarding/KYC/client insights)
• Communication Documentation
• Problem Solving

Mandatory Competencies

• BA - Business Analyst - Business Process Modelling
• BA - Business Analyst - Requirement Gathering
• BA - Business Analyst - Root Cause Analysis (RCA)
• BA - Domain knowledge