Senior Analyst - Wealth Operations - Commercial Underwriting

Crescendo Global Leadership Hiring India; Mumbai; On-site; INR 3,000,000 - 5,500,000; Full time

Job summary

Crescendo Global Leadership Hiring India is seeking a Lead Analyst - Wealth Operation in Mumbai to lead strategic Wealth Operations engagements, oversee Wealth Credit and Transaction Management, and drive governance, transformation, and growth across large teams.

The role requires 5+ years in Wealth Operations or related areas, with expertise in Wealth Management, private banking lending, and complex underwriting. Mumbai-based, on-site leadership opportunity with global clientele.

Qualifications

• 5+ years of Wealth Operations, Wealth Credit, Transaction Management, or Credit Lifecycle Management in leading financial institutions.
• Strong expertise in Wealth Management / Private Banking lending including complex secured and bespoke products.
• Hands-on experience in commercial underwriting, financial statement analysis, deal closing, facility setup, covenant monitoring, collateral monitoring.
• Exposure to Commercial Real Estate, Securities-Based Lending, Insurance Premium Financing, and other specialized lending products.
• Proven experience in large client engagements, global stakeholder management, governance, transformation, and growth.

Responsibilities

• Leading strategic client engagements across Wealth Operations, Wealth Credit, Transaction Management, and transformation programs.
• Managing engagement governance across staffing, capacity planning, financial management, billing, delivery reviews, risk management, and client escalations.
• Overseeing Wealth Credit and Transaction Management workstreams while ensuring SLA, quality, control, and regulatory requirements are being met.
• Driving workforce planning, team development, process transformation, automation, and continuous improvement initiatives.
• Partnering with senior client stakeholders and sales teams to identify growth opportunities, support RFPs, develop solutions, and strengthen strategic relationships.

Skills

Wealth Operations

Client Engagement

Program Delivery

Governance

Team Leadership

Underwriting

Job description

Lead Analyst - Wealth Operation - Commercial Underwriting - 5+ Years - Mumbai

We are looking for an experienced Wealth Operations leader with strong expertise in Wealth Management, Private Banking, Wealth Credit, Transaction Management, and operational transformation. The role will involve leading strategic client engagements, managing large teams, driving governance and delivery excellence, and identifying opportunities for account growth and business transformation.

Location - Mumbai

Your Future Employer:

A leading global analytics and research organization supporting global financial institutions with high-quality financial research, operations, analytics, and transformation solutions.

Responsibilities

• Leading strategic client engagements across Wealth Operations, Wealth Credit, Transaction Management, and transformation programs.
• Managing engagement governance across staffing, capacity planning, financial management, billing, delivery reviews, risk management, and client escalations.
• Overseeing Wealth Credit and Transaction Management workstreams while ensuring SLA, quality, control, and regulatory requirements are being met.
• Driving workforce planning, team development, process transformation, automation, and continuous improvement initiatives.
• Partnering with senior client stakeholders and sales teams to identify growth opportunities, support RFPs, develop solutions, and strengthen strategic relationships.

Requirements

• Possessing 5+ years of experience in Wealth Operations, Wealth Credit, Transaction Management, or Credit Lifecycle Management within leading financial institutions.
• Demonstrating strong expertise in Wealth Management / Private Banking lending, including complex secured and bespoke credit products.
• Having hands-on experience in commercial underwriting, financial statement analysis, deal closing, facility setup, covenant monitoring, and collateral monitoring.
• Demonstrating exposure to Commercial Real Estate, Securities-Based Lending, Insurance Premium Financing, and other specialized lending products.
• Possessing proven experience in large client engagement management, global stakeholder management, workforce planning, governance, transformation, and account growth.

What's in it for You

• Opportunity to lead strategic Wealth Operations engagements with global financial institutions.
• Exposure to complex Wealth Management, Private Banking, Credit, and Transaction Management processes.
• High visibility with senior client and internal leadership.
• Opportunity to drive transformation, operational excellence, and business growth.
• Strong leadership exposure and career growth within a high-performance global organization.

Profile Keywords:

Wealth Operations, Wealth Management, Private Banking, Wealth Credit, Transaction Management, Credit Lifecycle Management, Commercial Underwriting, Financial Statement Analysis, Commercial Real Estate, Securities-Based Lending, SBL, Covenant Monitoring, Collateral Monitoring, Lending Operations, Client Engagement, Managed Services, Transformation, Account Management, Wealth Management Operations, Financial Services, Mumbai Jobs.

We are committed to inclusive hiring practices and do not discriminate on any grounds.

Due to the high volume of applications, only shortlisted candidates will be contacted.