Job Description
Hi,
This is with regards to an opening with Global Financial Servcies Firm in Mumbai
Role - Vice President
Exp - 10+ years
Location Mumbai
Skills - Project/Program Management, Change Management, Transformation
Client Life Cycle Management, Client Engagement
Experience
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7+ years managing complex, cross-functional change programmes and projects in financial services, coordinating across Front Office, Operations, Corporate Functions, Technology and vendor partners.
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Client Experience credentials across the Wholesale franchise — direct experience delivering client experience and client lifecycle change across Investment Banking, comfortable working across Front Office, Operations, Credit and Legal.
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Proven track record delivering projects end-to-end across multiple geographies and business units.
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Strong working knowledge of client onboarding, KYC and entity / client data management domains, including onboarding and KYC business processes, workflows, controls, data mapping and lifecycle events.
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Exposure to regulatory-driven client lifecycle change is advantageous.
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Experience managing both direct project delivery and the coordination layer above it, operating effectively at both tactical and strategic levels.
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Comfort delivering AI- and data-enabled change (workflow automation, CRM/Salesforce, analytics and reporting, document management).
PM/BA discipline & tooling
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Formal PM-BA practices and artefacts — business requirements and functional specifications, requirements traceability, documentation and sign-offs, workshop facilitation, and current/future-state process design.
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Hands-on fluency with JIRA and Confluence; comfortable owning feature- and bug-level delivery tracking.
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Familiarity with multiple delivery methodologies (e.g. Agile, PRINCE2) and with articulating requirements as use cases / user stories.
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Highly literate with the Microsoft Office suite, particularly Excel and PowerPoint; data-visualisation tools (Power BI, Tableau) advantageous.
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Business analysis certifications (e.g. ISEB / BCS Business Analysis) advantageous; Bachelor's degree required.