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BFSI Project Lead
BFSI Project LeadTekXera • Republic Of India, IN
BFSI Project Lead

BFSI Project Lead

TekXera • Republic Of India, IN
5 days ago
Job description

Job Title : Project Manager – BFSI (Wealth & Asset Management)

Location : Mumbai – 3 Days WFO

Job Type : Full-time

Experience Level : 9+ years (including minimum 2 years with AI technologies)

We are seeking a highly skilled Project Manager with deep domain expertise in the Banking, Financial Services, and Insurance (BFSI) sector — specifically in Wealth and Asset Management . The ideal candidate will have hands-on experience leading complex technology or digital transformation programs, exceptional stakeholder management skills, and extensive proficiency in JIRA for Agile delivery.

The role also includes contributing as a Project Management Practitioner (PM Practitioner) — supporting PM best practices, mentoring peers, and participating in interview panels to assess incoming PM talent.

Key Responsibilities

  • Lead and deliver multiple strategic projects across the Wealth and Asset Management portfolio, ensuring quality, scope, and timeline adherence.
  • Define project plans, charters, risk frameworks, and governance models aligned with organizational and regulatory objectives.
  • Leverage JIRA extensively for project planning, sprint tracking, reporting, and stakeholder visibility.
  • Drive Agile / Scrum ceremonies and ensure disciplined execution through JIRA workflows and dashboards.
  • Collaborate with cross-functional teams — Product, Technology, Operations, and Business — to deliver end-to-end solutions.
  • Manage stakeholder expectations through transparent communication and structured governance.
  • Identify and mitigate project risks proactively, ensuring compliance with BFSI-specific controls and data regulations.
  • Act as a PM Practitioner — contributing to internal PM frameworks, process optimization, and best practice documentation.
  • Participate in interview panels to evaluate and onboard new project managers.
  • Mentor junior PMs and support internal capability-building initiatives.

Required Skills & Qualifications

  • Bachelor’s or Master’s degree in Business Administration, Finance, Computer Science, or related discipline.
  • 9–12 years of experience in project management, with at least 5 years in BFSI , particularly in Wealth and Asset Management .
  • Extensive hands-on experience with JIRA , including advanced workflows, dashboards, and custom reporting.
  • Strong understanding of financial instruments , investment lifecycle , portfolio management , and advisory platforms .
  • Proven expertise in Agile methodologies ;
  • experience running Scrum or Kanban projects.

  • Excellent communication, presentation, and stakeholder management skills.
  • Experience in mentoring, interviewing, and developing project management talent.
  • Exposure to digital transformation, cloud migration, or FinTech integrations is a strong plus.
  • Preferred Certifications

  • PMP / PRINCE2
  • Certified Scrum Master (CSM) / SAFe Agilist
  • PMI-ACP or ITIL (optional)
  • Project Management Practitioner (PM Practitioner) designation is highly desirable
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    Project Lead • Republic Of India, IN

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