Management Trainee - Business Analyst (BFSI)

Job Title: Management Trainee – Business Analyst (BFSI)

About Idolize Business Solutions

Idolize Business Solutions is a HyperAutomation and agentic AI company delivering intelligent automation solutions to NBFCs, BFSI, and enterprise clients. We build production-grade AI agents and automation platforms that solve real business problems and create measurable impact.

Role Overview

We are hiring a Management Trainee – Business Analyst (BFSI) who will work closely with the product, technology, and business teams to understand financial services processes and translate them into scalable automation and AI-driven solutions.

This role is ideal for candidates who are analytical, detail-oriented, and interested in understanding how banking and financial operations work, while contributing to real client projects.

Key Responsibilities

• Study and understand core BFSI processes such as lending, collections, onboarding, KYC, and customer service

• Gather, analyze, and document business requirements from internal teams and clients • Prepare business requirement documents (BRDs), process flows, and functional specifications

• Work with product and engineering teams to translate business needs into technical solutions • Assist in solution design for automation and AI-driven use cases

• Support presales and delivery teams with process analysis and solution documentation

• Participate in client calls, requirement workshops, and solution discussions

• Conduct data analysis, process mapping, and performance insights for client projects

• Prepare reports, dashboards, and presentations for stakeholders

• Maintain documentation for projects, use cases, and solution implementations Core Requirements

• Strong analytical and logical thinking ability

• Interest in BFSI, fintech, automation, and AI-driven business processes

• Ability to understand business problems and break them into structured solutions

• Good written and spoken English communication skills

• Attention to detail and structured documentation skills

• Willingness to learn quickly and take ownership of tasks

Skills & Competencies Functional

• Basic understanding of banking, NBFC, or financial services operations

• Knowledge of business analysis concepts such as requirement gathering and process mapping

• Proficiency in Excel, PowerPoint, and documentation tools

• Exposure to SQL, data analysis, or automation tools is a plus Soft Skills

• Strong analytical and problem-solving mindset

• Structured thinking and attention to detail • Professional communication and stakeholder handling

• High learning agility and accountability

Educational Qualifications

• MBA (Finance / Operations / Business Analytics) or equivalent

• Freshers or candidates with up to 1 year of experience can apply

• Candidates with exposure to BFSI, fintech, or analytics projects will be preferred

What’s In It for You

• Hands-on exposure to real BFSI automation and AI use cases

• Opportunity to work with product, technology, and client teams

• Strong foundation in business analysis and solutioning

• Clear growth path into Business Analyst / Product Analyst / Solution Consultant roles • Fast-paced, high-ownership environment with real client impact

Pay: ₹360,000.00 - ₹500,000.00 per year

Benefits:

• Food provided
• Health insurance

Application Question(s):

• Are you based in Mumbai, Maharashtra?
• Are you available to join immediately?

Education:

• Master's (Required)

Language:

• English (Required)

Location:

• Thane, Maharashtra (Preferred)

Work Location: In person