Role : Business Intelligence Analyst
Experience : 2-4
Location : Mumbai
Job Description
*Data Analysis and Insight Generation:* Analyze market trends, client data, and competitive landscapes to identify opportunities for client acquisition and business growth.
*Strategic Planning:* Collaborate with the client acquisition and marketing teams to develop data-driven strategies for targeted outreach, campaigns, and events aimed at attracting new clients.
*Client Segmentation and Targeting:* Utilize advanced analytics to segment potential clients based on various criteria, including financial potential, investment preferences, and risk profiles.
*Reporting and Performance Monitoring:* Create regular reports detailing the outcomes of client acquisition efforts, highlighting successes, areas for improvement, and recommendations for future strategies.
*Collaboration and Communication:* Work closely with cross-functional teams, including marketing, sales, and product development, to ensure alignment on client acquisition objectives and strategies.
*Market Research:* Conduct comprehensive market research to understand client needs, industry trends, and emerging opportunities.
*Technology Utilization:* Leverage the latest in analytics and CRM tools to enhance the effectiveness of client acquisition strategies.
Requirements
Degree in Business, Finance, Economics, Statistics, or related fields.
Proven experience in business intelligence, data analysis, or a similar role within the financial services or wealth management industry.
Strong analytical skills and proficiency in data analytics tools (e.g., SQL, Python, R) and CRM software (e.g., Salesforce).
Excellent understanding of wealth management products and the financial market landscape.
Exceptional communication and presentation skills, with the ability to translate complex data into actionable insights.
Proven track record of developing and implementing successful client acquisition strategies.
Highly organized, with strong project management skills and the ability to multitask in a fast-paced environment.
