Lead - Business Analyst

Iris Software, Inc.; Gurugram District; On-site; INR 1,000,000 - 1,500,000; Full time

Benefits offered by this job

World-class benefits for professional growth

Job summary

Iris Software, Inc. is looking for a Business Analyst with 9 to 10 years of experience in financial services, particularly in client onboarding and KYC. The role involves collaborating with stakeholders to gather requirements, supporting Salesforce applications, and conducting UAT.

The ideal candidate will have strong analytical skills, familiarity with client data management, and experience in Agile environments. Iris provides world-class benefits tailored for the growth of its employees.

Qualifications

• 9 to 10 years as a Business Analyst in financial services or customer data platforms.
• Experience with client onboarding, KYC, client insights, and data management.
• Ability to document requirements and create process flows.

Responsibilities

• Collaborate with stakeholders to document requirements for client onboarding.
• Support design solutions for onboarding journeys and insights.
• Conduct UAT and validate solutions with business expectations.

Skills

Business Analysis

Client Onboarding

KYC

Data Management

Agile/Scrum

Stakeholder Management

Analytical Skills

Tools

Salesforce

JIRA

Confluence

Data Visualization Tools

Job description

Job Description

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 and 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 & 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.

Perks and Benefits

Iris provides world‑class benefits for a personalized employee experience. These benefits are designed to support financial, health and well‑being needs of Irisians for a holistic professional and personal growth.