AddressBusiness Intelligence Analyst - Client Acquisition
Alert from 4S Advisory (www.4sadvisory.com)
Urgent Requirement for leading Wealth & Asset Management company
Position: Business Intelligence Analyst - Client Acquisition
Report To: Director of Business Intelligence / Client Acquisition Manager
Location: Mumbai
Qualification: Bachelor's degree in Business, Finance, Economics, Statistics, or related fields
Experience: 2 - 6 Years
Timings: 9 am - 6pm
Monday to Friday
Job Description :
We are dedicated to provide superior financial solutions and advice to high net-worth individuals and families. Our commitment to excellence, combined with our tailored wealth management strategies, ensures our clients' financial goals and aspirations are achieved.
Job Summary:
The Business Intelligence Analyst for Client Acquisition plays a crucial role in driving our firm's growth by leveraging data analytics and Business Intelligence to identify, evaluate, and engage potential clients. This position demands a blend of analytical prowess, innovative thinking, and strategic outreach capabilities.
Key Responsibilities:
- 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.
Qualifications:
- Bachelor's 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.
Benefits:
- Competitive salary package
- Performance-based bonuses
- Health and wellness benefits
- Retirement plans
- Professional development opportunities
- Dynamic and supportive work environment
