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Accounts Operations Transformation - Project Manager

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Onsite

Accounts Operations Transformation - Project Manager

Central Business Solutions

Accounts Operations Transformation - Project Manager

Skills

CRM

2 months ago

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Important information


Contract type:

Permanent

Location:

Delhi, India

Work mode:

Onsite

Published on:

17 August 2026

What they need


Accounts Operations Transformation - Project Manager (BFSI) - India (IK)

Role Type: Project Manager / Business Architect

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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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