Job Description
If you would like some flexibility then please discuss this with the hiring manager.
• The purpose of the role is to ensure that Private Bank India maintains and improves the platform to provide banking, credit and investments services to HNI clients. This encompasses adherence with policy, processes, business procedures and supporting systems. A key requirement is balancing the competing requirements of regulations, new product launch, new system launch, client experience and operational risk along with commercial considerations.
What will you be doing?
• The role holder will support systems, processes and procedures that make up the Client, Colleague and Product services.
• The role holder will be responsible for managing flawless delivery into the Private Bank India business with specific accountability for change backlog and prioritisation, requirements definition, business socialisation and sign off, end to end data integrity and quality, user testing, training and launch activities.
• The role holder will shape and drive the change agenda in partnership with the PB India Technology and Operations Team; consistently seeking new and innovative solutions to further streamline and de-risk our services.
• Through the platform changes the role holder will directly contribute to the client experience, Banker efficiency, new Product launches, Product team efficiency and managing/reducing regulatory/process risk. Role holder will work with the respective FO teams, Investments product desks and all other functional partners in conceptualizing and executing key process redesigns, improvements and automation projects due to changes in the regulatory or market environment and/or as voluntary efficiency and client experience enhancement agenda.
• The role holder will support on functional responsibilities across the wider Product line including but not limited to; Service Management, Resilience, Product Governance, Management Reporting, New Business Initiatives, Regulatory changes, Data Management etc.
• The role holder will support in ensuring that products comply with Group-wide standards including Security and Fraud (including Trusted Banker Review), Legal, Design, Marketing, Conduct Risk, Financial Crime, Data Privacy, Operational Risk, Business Assurance, Compliance, Information Risk and Business Continuity requirements.
• The business has a local product suite with a local technology stack and operations controls. Role holder will provide support to ensure that the product suite remains in compliance with regulatory and policy changes/requirements, is fit for purpose for clients and is run efficiently and in a cost effective manner.
What we’re looking for:
• The ideal candidate should be educated to a degree level or above in a relevant discipline ideally with a CA or MBA (Finance) degree.
• The ideal candidate will have relevant work experience of 10+ years
• The ideal candidate will have an excellent command of English language with strong written and verbal communications skills.
Skills that will help you in the role:
• The ideal candidate will have broad experience of the financial services industry. Experience of a Private Banking Environment and Investment Products like Mutual Funds, Equities, Depository, Derivatives, Alternates, Fixed Income is a must. Understanding of Banking and Credit business nuances will be an added advantage
• Track record of successful management and delivery of a number of significant, large and high profile strategic initiatives
• Ability and agility to successfully manage competing priorities in a dynamic demanding environment
• The purpose of the role is to ensure that Private Bank India maintains and improves the platform to provide banking, credit and investments services to HNI clients. This encompasses adherence with policy, processes, business procedures and supporting systems. A key requirement is balancing the competing requirements of regulations, new product launch, new system launch, client experience and operational risk along with commercial considerations.
What will you be doing?
• The role holder will support systems, processes and procedures that make up the Client, Colleague and Product services.
• The role holder will be responsible for managing flawless delivery into the Private Bank India business with specific accountability for change backlog and prioritisation, requirements definition, business socialisation and sign off, end to end data integrity and quality, user testing, training and launch activities.
• The role holder will shape and drive the change agenda in partnership with the PB India Technology and Operations Team; consistently seeking new and innovative solutions to further streamline and de-risk our services.
• Through the platform changes the role holder will directly contribute to the client experience, Banker efficiency, new Product launches, Product team efficiency and managing/reducing regulatory/process risk. Role holder will work with the respective FO teams, Investments product desks and all other functional partners in conceptualizing and executing key process redesigns, improvements and automation projects due to changes in the regulatory or market environment and/or as voluntary efficiency and client experience enhancement agenda.
• The role holder will support on functional responsibilities across the wider Product line including but not limited to; Service Management, Resilience, Product Governance, Management Reporting, New Business Initiatives, Regulatory changes, Data Management etc.
• The role holder will support in ensuring that products comply with Group-wide standards including Security and Fraud (including Trusted Banker Review), Legal, Design, Marketing, Conduct Risk, Financial Crime, Data Privacy, Operational Risk, Business Assurance, Compliance, Information Risk and Business Continuity requirements.
• The business has a local product suite with a local technology stack and operations controls. Role holder will provide support to ensure that the product suite remains in compliance with regulatory and policy changes/requirements, is fit for purpose for clients and is run efficiently and in a cost effective manner.
What we’re looking for:
• The ideal candidate should be educated to a degree level or above in a relevant discipline ideally with a CA or MBA (Finance) degree.
• The ideal candidate will have relevant work experience of 10+ years
• The ideal candidate will have an excellent command of English language with strong written and verbal communications skills.
Skills that will help you in the role:
• The ideal candidate will have broad experience of the financial services industry. Experience of a Private Banking Environment and Investment Products like Mutual Funds, Equities, Depository, Derivatives, Alternates, Fixed Income is a must. Understanding of Banking and Credit business nuances will be an added advantage
• Track record of successful management and delivery of a number of significant, large and high profile strategic initiatives
• Ability and agility to successfully manage competing priorities in a dynamic demanding environment
💡 Quick Summary
Seeking a career-building opportunity? The Business Platform Delivery Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.