Lead Analyst- Wealth Management

Crisil; Chennai; On-site; INR 4,500,000 - 7,000,000; Full time

Job summary

Crisil is seeking an experienced Wealth Operations leader to drive strategic client engagements across staff augmentation, managed services, and transformation programs. This role combines domain expertise with delivery leadership, stakeholder management, and robust account governance.

Ideal candidates will have 14+ years in Wealth Operations, deep knowledge of Wealth Management lending, and a proven ability to manage large, global client engagements with cross‑functional teams.

Qualifications

• 14+ years of experience in Wealth Operations and related areas.
• Experience with Wealth Management / Private Banking lending, including secured and bespoke products.
• Experience managing large client engagements, global stakeholders, and multi‑level teams.

Responsibilities

• Serve as the overall engagement lead and primary point of contact for client stakeholders across Wealth Operations engagements.
• Own engagement governance, including staffing, capacity planning, financial management, billing oversight, delivery reviews, risk management, and client escalations.
• Provide oversight across Wealth Credit and Transaction Management workstreams, ensuring adherence to SLAs, quality standards, control frameworks, and regulatory requirements.
• Act as a trusted advisor to client leadership, helping identify operational improvement and transformation opportunities.
• Lead workforce planning, recruitment, succession planning, onboarding, and team development to support business continuity and growth.
• Develop and present monthly governance reviews, business updates, and executive presentations for senior client and Crisil leadership.
• Partner with sales and account teams to identify growth opportunities, support RFP responses, solution design, proposal development, and client presentations.
• Drive continuous improvement initiatives across process efficiency, controls, automation, and data quality.
• Manage large teams and foster a culture of accountability, collaboration, and high performance.

Skills

Stakeholder management

Delivery leadership

Engagement governance

Wealth operations

Lending knowledge

Underwriting

Staff augmentation

Team leadership

Account governance

Financial management

Risk management

Presentation skills

Process improvement

Automation

Job description

Sector Lead / Engagement Manager - Wealth Operations (14+ Years)

Role Overview

Crisil is seeking an experienced Wealth Operations leader to manage strategic client engagements across staff augmentation, managed services, and transformation programs. The role requires a combination of domain expertise, delivery leadership, stakeholder management, and account governance. The ideal candidate should have experience in Wealth Management / Private Banking operations, with strong exposure to lending, transaction management, and operational transformation.

Key Responsibilities

• Serve as the overall engagement lead and primary point of contact for client stakeholders across Wealth Operations engagements.
• Own engagement governance, including staffing, capacity planning, financial management, billing oversight, delivery reviews, risk management, and client escalations.
• Provide oversight across Wealth Credit and Transaction Management workstreams, ensuring adherence to SLAs, quality standards, control frameworks, and regulatory requirements.
• Act as a trusted advisor to client leadership, helping identify operational improvement and transformation opportunities.
• Lead workforce planning, recruitment, succession planning, onboarding, and team development to support business continuity and growth.
• Develop and present monthly governance reviews, business updates, and executive presentations for senior client and Crisil leadership.
• Partner with sales and account teams to identify growth opportunities, support RFP responses, solution design, proposal development, and client presentations.
• Drive continuous improvement initiatives across process efficiency, controls, automation, and data quality.
• Manage large teams and foster a culture of accountability, collaboration, and high performance.

Qualifications & Experience

• 14+ years of experience in Wealth Operations, Wealth Credit, Transaction Management, Credit Lifecycle Management within large financial institutions.
• Strong understanding of Wealth Management / Private Banking lending, including complex secured and bespoke credit products (eg. Art financing, aircraft financing, other secured products, sports financing, law firm financing, subscription credit facility). Hands-on experience in commercial underwriting, financial statement analysis, deal closing/facility set up, commercial real estate, private banking, covenant monitoring, collateral monitoring, security-based lending, insurance premium financing.
• Experience supporting complex secured and bespoke lending products, including securities-based lending and commercial real estate lending.
• Demonstrated experience managing large client engagements, global stakeholders, and multi-layered teams.
• Proven experience in governance management, workforce planning, financial management, resource forecasting, and account leadership.
• Experience leading business transitions, transformation programs, process improvements, and control enhancement initiatives.
• Excellent stakeholder management, communication, and presentation skills, with the ability to influence senior client and internal leadership.
• Strong commercial acumen with experience managing engagement health, financial performance, and account growth.