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

Central Business Solutions, Inc; Delhi; Vor Ort; INR 3.000.000 - 5.400.000; Vollzeit

Zusammenfassung

Central Business Solutions, Inc. seeks a Senior Consultant/Business Architect to design operating models for asset management client servicing and to oversee CRM implementations across India.

The role emphasizes translating business needs into architecture artifacts and ensuring practical, end-to-end solution alignment. Candidates should have 12–14 years of relevant experience with mandatory BFSI exposure and preferability in the Delhi/NCR or other major Indian delivery sites.

Qualifikationen

• Proven experience defining and standing up operating models for client servicing.
• Experience overseeing or contributing to CRM implementation.
• Strong Business Architecture skills—translate business needs into solution and process design.
• Client servicing background in financial services.

Aufgaben

• 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.

Kenntnisse

Operating model design

CRM implementation

Business Architecture

Client servicing

Jobbeschreibung

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

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