Job Description
The solutions lead will be a domain expert in FS domain (Asset Management, Asset Servicing, Private Equity, Investment Banking & Brokerage, Multi-lateral financial institutions) who will develop solutions that will address Customer or Industry pain areas
Solutions lead will analyze customer & industry pain areas, ideate solutions to solve these problems and develop the solutions. Will lead solution creation for sales processes like RFP/RFIs and lead the stakeholder connections, presentation of solutions and bring together the service line competencies.
• 12 to 15 Years of experience working in the Financial Services domain, an MBA in Finance, and Industry Certifications like CFA, FRM, or CFP will be an added advantage.
• Capital Markets Domain Exposure: At least 3 to 4 of following areas: Asset Management (Front Office, Middle Office, Back Office), Asset Servicing (Fund Accounting, Corporate Action, Securities Lending, Collateral Management, Cash Management), Investment Banking (Sell Side), Multi-lateral financial institutions (World Bank, EBRD, ADB), Alternatives (Private Equity, Private Debt, Real Estate, Investment Solutions)
• Exposure to Securities: Should have exposure to instruments like - Equity, Fixed Income, Money Markets, REITs, Structured instruments, Alternatives and tokens
• Solution creation & Consulting Experience – Should have experience in creating new Financial Services specific offerings, should be able to visualize and conceptualize offering ideas, and provide thought leadership.
• Data Analysis Experience: Should have understanding of Reference data, Trade Data, Holdings data, Performance Data, Risk Data, Other Analytics, and data consumption aspects by different personas.
• Pre-Sales experience – 5 + years of experience in handling large-sized FS RFP responses, should understand clients, industry, challenges, trends and opportunities
Solutions lead will analyze customer & industry pain areas, ideate solutions to solve these problems and develop the solutions. Will lead solution creation for sales processes like RFP/RFIs and lead the stakeholder connections, presentation of solutions and bring together the service line competencies.
• 12 to 15 Years of experience working in the Financial Services domain, an MBA in Finance, and Industry Certifications like CFA, FRM, or CFP will be an added advantage.
• Capital Markets Domain Exposure: At least 3 to 4 of following areas: Asset Management (Front Office, Middle Office, Back Office), Asset Servicing (Fund Accounting, Corporate Action, Securities Lending, Collateral Management, Cash Management), Investment Banking (Sell Side), Multi-lateral financial institutions (World Bank, EBRD, ADB), Alternatives (Private Equity, Private Debt, Real Estate, Investment Solutions)
• Exposure to Securities: Should have exposure to instruments like - Equity, Fixed Income, Money Markets, REITs, Structured instruments, Alternatives and tokens
• Solution creation & Consulting Experience – Should have experience in creating new Financial Services specific offerings, should be able to visualize and conceptualize offering ideas, and provide thought leadership.
• Data Analysis Experience: Should have understanding of Reference data, Trade Data, Holdings data, Performance Data, Risk Data, Other Analytics, and data consumption aspects by different personas.
• Pre-Sales experience – 5 + years of experience in handling large-sized FS RFP responses, should understand clients, industry, challenges, trends and opportunities
💡 Quick Summary
Seeking a career-building opportunity? The Financial Services Solutions Lead (Functional Role) FRM or CFP is a Plus position is now open for candidates interested in the Bank Jobs sector. This role in Chennai 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.