Position:
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Business Analyst for BFSI work with a focus on requirement gathering, documentation, product coordination, functional study, and support across business and technology teams.
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Involves active participation from the first stage of idea understanding to the final rollout of solutions.
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Includes collaboration with stakeholders from product, tech, operations, and business units.
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Requires consistent communication with internal teams to translate goals into structured work items.
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Includes responsibility for supporting solution testing, monitoring progress, and helping teams refine their processes.
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Demands the ability to work with data, understand financial workflows, and contribute to product decision making.
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Encourages a mindset that values clarity, structure, and structured delivery.
Company:
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Infomatics also known as Infomatics Complex Data Simplified.
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Works as a specialised data driven organisation that supports multiple BFSI clients.
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Engages in building technology products that handle large amounts of financial data.
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Serves financial institutions that deal with daily operations, transactions, compliance, reporting, and customer related processes.
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Uses cloud aligned technologies for scaling business solutions.
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Provides products that support mutual fund operations, treasury desks, fund management teams, digital teams, and more.
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Serves more than fifty financial organisations across the BFSI sector.
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Operates with an engineering and business blend for data interpretation and automation driven solutions.
Location:
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Mumbai Maharashtra India.
Job type:
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Full time.
Job mode:
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Onsite.
Job requisition id:
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Not provided in original description.
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Creating an internal placeholder for reference: BA BFSI IM 01.
Years of experience:
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Zero to two years.
Company description
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Infomatics positions itself as a company that solves complex data challenges for BFSI organisations.
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The company focuses on data integration where different types of financial records need to be combined, cleaned, processed, and structured.
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It works with institutions that rely on precise information, frequent reporting, and heavy transaction volume, which places high expectations on accuracy.
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The team builds products that support cash management, compliance work, reporting functions, warehouse management for containers, freight forwarding processes, and lending systems.
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It has created multiple suites that help banks, asset management companies, NBFCs, and similar organisations operate with higher clarity. Each product supports daily workflows that involve oversight, monitoring, and activity tracking.
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The organisation has created a cash management suite that helps firms handle inflows, outflows, reconciliation tasks, and daily value checks. This solution is used by fund managers and treasury desks.
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It has also created compliance management products that support P I T monitoring, regulatory reporting, and compliance workflows.
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With its transaction automation suite, the company assists teams that handle warehouses, logistics, movement of goods, and data tracking across multiple checkpoints.
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It also offers a lending oriented product that looks after liability related work, asset related information, interest related data, and reconciliation.
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With its personalisation oriented suite, the company enables digital teams to personalise experiences for end users by studying their behaviour and choices.
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Infomatics ensures that each solution is backed by a strong system that handles daily data volume worth billions of rupees.
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Teams within the company collaborate across operations, risk, compliance, finance, and customer service departments from client organisations.
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The company has built a space that encourages learning, experimentation, and thoughtful improvement in BFSI systems.
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Its goal is to simplify financial data challenges and help institutions work with confidence.
Profile overview
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The Business Analyst position combines business understanding with product thinking and basic technical exposure. The person in this role studies what business users need, organises that information, and passes it to design and development teams in a structured manner.
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The role centres around requirement documentation, which requires clarity. The analyst prepares BRD documents, SRS documents, user flow information, and user stories. All of these help the development team move forward step by step.
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A major part of the job includes coordination. The analyst stays in touch with business representatives, product managers, developers, testers, and operations teams. This constant exchange helps maintain project flow without confusion.
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The analyst may need to participate in testing. This ensures that the final delivery meets the expectations mentioned in earlier documents. Test scenarios may include functional checks, data checks, workflow checks, and user experience checks.
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Financial knowledge supports everyday work. The role expects a basic understanding of mutual funds, NBFC workflows, PMS operations, and banking activities. This helps the analyst document requirements correctly and catch issues early.
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New ideas often arise during discussions with clients or team members. The analyst contributes by assessing feasibility, suggesting improvements, and identifying ways to make processes smoother.
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The role encourages ownership of assigned work. The analyst manages tasks, follows timelines, and communicates progress to relevant people.
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A problem solving mindset is important. The analyst must break down large tasks, find gaps in information, and present solutions that help business teams reach their goals.
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Technology exposure is useful but does not require deep coding ability. Understanding the logic behind features is enough to keep discussions productive.
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Fintech interest helps because the role touches financial technology systems that need precision and structure.
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This profile is designed for someone who likes working with documents, workflows, processes, and product behaviour. It fits someone who can learn quickly, stay organised, and communicate clearly.
Qualifications
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A beginner profile is acceptable for this role. The company welcomes candidates with zero to two years of related experience. Any experience in requirement gathering, testing, product support, documentation, or coordination is an advantage.
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Basic understanding of finance terms is necessary. This includes knowledge of deposits, withdrawals, reconciliation, NAV concepts, interest calculations, and fund related activities.
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Good communication skills help the analyst explain ideas to engineers and business teams without confusion. Written communication must be clear because the job involves producing structured documents.
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Analytical ability allows the candidate to study problems, understand user expectations, find missing details, and suggest improvements.
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Multitasking helps because the analyst might handle several small assignments simultaneously. These tasks could involve documentation, testing, coordination, or review related activities.
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Ownership mindset ensures that once a task is assigned, the analyst follows it through without waiting for repeated prompts.
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Curiosity is valued. Someone who asks questions, learns about product behaviour, and explores financial patterns aligns well with this job.
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Passion for fintech helps. The BFSI space is detail oriented and fast paced. A candidate who shows interest in financial products and data patterns adapts quickly.
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The candidate should be comfortable working in a structured environment where checkpoints, approvals, and review cycles are common.
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Problem solving skills help in identifying conflicts, addressing concerns raised by teams, and refining feature requirements before development begins.
Additional info
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The company encourages innovation and values people who bring ideas to the table. Analysts are free to suggest improvements in workflows, documents, and product functionality.
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This role provides exposure to live BFSI systems that operate at large scale. Working with these systems helps analysts understand how financial data moves from one stage to another.
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Collaboration is a daily activity. Analysts interact with people from compliance, operations, development, design, and support teams. Each group contributes differently and enhances the analyst’s understanding of financial systems.
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The environment supports learning through hands on work. Analysts become familiar with multiple business processes over time. Real time exposure adds confidence.
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The organisation is product focused. People are encouraged to stay close to the problem, understand client objectives, and build solutions that improve day to day activities for financial institutions.
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Initiative is appreciated. Analysts who take ownership of tasks, understand client expectations, and deliver structured output are recognised.
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The company aims to maintain a friendly work culture where constructive feedback helps teams grow. The analyst can expect support from senior team members during complex tasks.
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This role can be a starting point for someone who wants to grow into senior product roles in fintech. The exposure gained here helps in roles related to product strategy, product consulting, solution design, or operations management.
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The company values reliability, discipline, and consistency in work delivery. These habits help maintain trust across the organisation.
Please click here to apply.

