Job Overview
| Particulars | Details |
|---|---|
| Position | Business Analyst – T24 Wealth Management (Transact) |
| Company | LinkTree |
| Location | PAN India |
| Job Type | Hybrid |
| Experience | 14 - 15 years |
| Category / Department | Sales |
| Application Mode |
🏢 About LinkTree
Company Overview:
LinkTree provides IT workforce and technology services, including technical staff augmentation, direct hiring, outsourced project management, and technical training. The company supports organizations across applications, infrastructure, and communications, providing specialized technology professionals and project teams. LinkTree also offers global delivery capabilities and industry expertise to support clients with technology and workforce requirements.
Company Mission:
Not Provided
Company Vision:
Not Provided
Core Values / Principles
Specialized technical expertise
Client-focused workforce solutions
Professional capability and quality
Adaptability to changing business needs
Global delivery and industry expertise
Subiksha Apartments, New No 12/2, Old No 42/2, 1st Floor, Minor Trust Puram, 3rd Cross Street, Kodambakkam, Chennai – 600024, India
💡 Editor's Note / Preparation Tip
Resume Tips:
Clearly highlight 6–15 years of Business Analysis experience.
Emphasize hands-on functional experience with Temenos T24 / Transact Wealth Management.
List specific Wealth Management modules and areas you have worked on.
Include experience with BRDs, FSDs, requirement gathering, AS-IS/TO-BE analysis, and UAT.
Mention Agile and Waterfall project experience.
Highlight migration, data mapping, stakeholder management, and regulatory experience.
Interview Preparation:
Review Temenos T24 / Transact Wealth Management functional concepts.
Prepare examples involving Securities, Corporate Actions, Capital Gains, Derivatives, FX, Money Market, and Structured Products.
Be ready to explain how you gather and document business requirements.
Prepare examples of AS-IS/TO-BE assessments and T24 configuration.
Review UAT planning, execution, defect management, and validation.
Prepare examples demonstrating stakeholder management and collaboration with technical teams.
Revise regulatory reporting concepts such as MiFID if applicable to your experience.
Professional Tips:
Mention your total relevant experience prominently on your resume.
Clearly identify the T24 Wealth Management modules you have worked with.
Use measurable project outcomes wherever possible.
Ensure your resume reflects both business analysis and T24 functional expertise.
📝 Job Description
Position Details:
The Business Analyst – T24 Wealth Management role focuses on translating business requirements into functional solutions for Temenos T24/Transact Wealth Management environments. The candidate will work closely with business stakeholders, technology teams, and project stakeholders throughout the delivery lifecycle.
The role requires expertise in requirement gathering, AS-IS and TO-BE analysis, functional documentation, T24 configuration, solution design, testing, migration activities, and stakeholder coordination.
Benefits / Compensation
Not Provided
Candidate Requirements:
6–15 years of relevant experience.
Strong Business Analysis experience.
Strong functional expertise in Temenos T24 / Transact Wealth Management.
Experience gathering and documenting functional and non-functional requirements.
Ability to create BRDs and FSDs.
Experience with Agile and Waterfall delivery models.
Experience leading UAT and validating system configurations.
Strong stakeholder management and communication skills.
Preferred Skills:
Securities
Corporate Actions
Capital Gains
Derivatives
Structured Products
Money Market (MM)
Foreign Exchange (FX)
SWIFT
Regulatory Reporting, including MiFID
Data mapping and migration
T24 configuration and customization
Working Days & Hours:
Not Provided
How to Apply:
Interested candidates should send their updated resume to rajaram@linktreeit.com.
🎯 Key Responsibilities
- ✓ Gather and analyze functional and non-functional business requirements.
- ✓ Conduct AS-IS and TO-BE assessments for enhancements and migration initiatives.
- ✓ Prepare BRDs and FSDs.
- ✓ Configure and tailor Temenos T24 modules according to business requirements.
- ✓ Design solutions covering corporate actions, capital gains, trailer fees, safekeeping charges, and reconciliation workflows.
- ✓ Create user stories and maintain end-to-end requirement traceability.
- ✓ Collaborate with technical teams during implementation.
- ✓ Facilitate stakeholder workshops, walkthroughs, and whiteboard sessions.
- ✓ Lead UAT activities and validate system configurations.
- ✓ Perform data mapping and analysis for migration and transformation initiatives.
- ✓ Ensure regulatory, compliance, and operational requirements are addressed.
- ✓ Manage communication between business and technology stakeholders.
💡 Required Qualifications & Skills
🚀 Career Guidance & Interview Insights
To help you succeed, we've compiled original preparation guides, resume keywords, and growth analytics for this category of role.
Stepping into this Business Analyst – T24 Wealth Management (Transact) role allows you to directly drive the brand's visibility and revenue growth. You will experiment with dynamic campaigns, execute client-focused outreach, analyze market behaviors, and craft compelling narratives that resonate with target audiences. This is a highly rewarding environment with high growth potential and tangible achievements.
Sales and Marketing routes have highly transparent growth metrics. Success leads from Sales/Marketing Associate to Business Development Executive (BDE) or Digital Marketer. Continuous achievements lead to roles like Area Sales Manager, SEO/Campaign Specialist, followed by Marketing Manager or Account Director. Executive goals include VP of Sales, CMO (Chief Marketing Officer), and Chief Revenue Officer (CRO).
Expected Technical & Behavioral Questions:
- Q1: How do you handle prospects who object to our pricing model?
Answer Tip: Focus on value justification. Shift the focus from cost to ROI, explain key differentiators, and explore flexible pricing plans. - Q2: Describe a marketing campaign you ran that failed. What did you learn?
Answer Tip: Discuss target audience misalignment or wrong channels, tracking metrics, and how you iterated on the messaging to improve future conversion. - Q3: Which digital channels have the highest customer acquisition cost (CAC) in your experience?
Answer Tip: Discuss outbound PPC vs. inbound content marketing/SEO, and how optimizing landing page conversion rate helps lower overall CAC.
To pass automated ATS (Applicant Tracking System) screening and catch the recruiter's eye, tailor your resume with the following tips:
- Keywords to include: Lead Generation, B2B Sales, SEO, Conversion Rate Optimization (CRO), PPC Campaigns, CRM (Salesforce), Content Marketing, Brand Strategy.
- Format: Include a separate 'Key Metrics' section showing your historical sales quotas, growth percentages, or campaign ROIs.
- Quantify Results: E.g., 'Generated $120k in new client revenue within 6 months, exceeding sales quota by 15%.'
Estimated compensation for this role type in India is ₹9,00,000 - ₹18,00,000+ per annum (Senior level). The actual salary package offered depends on factors such as company size, work mode (remote or on-site), individual technical proficiency, and negotiations during final HR rounds.
Consider obtaining: Google Analytics Certification (GA4), HubSpot Content Marketing/Inbound Certification, Google Ads Search Certification, or Salesforce Administrator certification (highly valuable for modern sales roles).
Frequently Asked Questions
What position is LinkTree hiring for?
LinkTree is hiring for a Business Analyst – T24 Wealth Management (Transact) position.
What is the required experience range?
The position requires 6–15 years of experience.
Where is the position located?
The position is available across PAN India.
What is the work mode?
The position is hybrid.
What technology expertise is required?
Strong functional expertise in Temenos T24 / Transact Wealth Management is required.
What Wealth Management areas should candidates know?
Relevant areas include Securities, Corporate Actions, Capital Gains, Derivatives, Structured Products, Money Market, Foreign Exchange, SWIFT, and regulatory reporting such as MiFID.
Will the candidate be involved in testing?
Yes. The role includes leading UAT phases, validating configurations, and performing data mapping and analysis.
Which delivery methodologies are involved?
The role involves both Agile and Waterfall delivery models.
What stakeholder responsibilities are included?
The Business Analyst will act as a liaison between business and technology teams and manage stakeholder communication and expectations throughout the project lifecycle.
How can candidates apply?
Candidates should send their updated resume to rajaram@linktreeit.com.
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