Role Type: Project Manager / Business Architect
Number of Openings: 1
Total Experience Required: 12–14 years of overall relevant experience.
BFSI Experience (Mandatory): Minimum 8–10 years of BFSI (Banking, Financial Services & Insurance) experience, within the most recent years of their career, is mandatory.
Location: Open — candidate can be based at any of our India delivery locations, with a preference for Delhi NCR, Mumbai, Pune, Hyderabad, Bengaluru, or Chennai.
Engagement Duration: 1 year+ (this is expected to be a multi-year engagement).
Notice Period: Immediate joiners strongly preferred. Candidates with a notice period of up to 30 days maximum will be considered — this is a firm requirement with no exceptions.
Role Overview
We are looking for a Senior Consultant or Business Architect with prior experience in client servicing to define an operating model and oversee implementation of a CRM solution. The role will define the Business Architecture required to enable solution and process design for asset management servicing processes.
Note: prior Asset Management domain experience/knowledge is a plus but is not mandatory.
Key Responsibilities
- Design and define the target operating model for asset management client servicing functions
- Lead or support the evaluation, configuration, and rollout of CRM capabilities aligned to servicing needs
- Translate business requirements into Business Architecture artifacts that guide solution and process design
- Partner with client servicing, technology, and operations stakeholders to ensure architecture decisions are practical and implementable
- Support governance and sign-off of architecture deliverables through the project lifecycle
Required / Must-Have Skills
- Proven experience defining and standing up operating models for client servicing functions
- Experience overseeing or contributing to CRM implementation
- Strong Business Architecture skills — ability to translate business needs into solution and process design
- Client servicing background, ideally within financial services
