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Date Posted
14 July 2026
Location
Gurgaon
Positions
1
Views
1
Employment Information
Open Positions
1
Location
Gurgaon
Address
Gurugram
Experience
5 Years
Functional Area
Design
Job Description

Role: Lead - Business Analyst

Industry Type: IT Services & Consulting

Department: Data Science & Analytics

Employment Type: Full Time, Permanent

Role Category: Business Intelligence & Analytics

UG: Any Graduate

PG: Any Postgraduate

Lead - Business Analyst
Location: Gurugram, HR, India
Company: Iris Software
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 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
Mandatory Competencies
  • BA - Business Analyst - Business Process Modelling
  • BA - Business Analyst - Requirement Gathering
  • BA - Business Analyst - Root Cause Analysis (RCA)
  • BA - Domain knowledge
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Iris Regtech Solutions
Gurgaon
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