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Generalist data role in metro Ahmedabad with common Power BI/Excel skills increases applicant competition.
Strong mutual funds and insurance expertise required, limiting cross-industry transferability.
Requires mutual funds/insurance domain expertise plus Power BI and VBA, moderately strict shortlisting.
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Prepare MIS reports and dashboards to support management decision-making.
Conduct business analysis including forecasting to inform strategic initiatives.
Research and evaluate industry trends, acquisition targets, and partnership opportunities in B2B wealth management.
Minimum 1 year of relevant work experience.
In-depth product knowledge of mutual funds and insurance.
Advanced skills in Microsoft Excel and PowerPoint; knowledge of Power BI and Excel VBA.
Understanding of accounting principles and financial statements.
Analyst with strong quantitative and problem-solving skills to handle complex financial and business data.
Experienced in B2B wealth management domain with insight into mutual funds and insurance products.
Capable of conducting strategic research and evaluation of acquisition and partnership opportunities.