Sr. Specialist, Advisory Services

Women's World Banking; Mumbai; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

Women's World Banking is seeking a Sr. Specialist to design and implement advisory solutions with field partners, focusing on financial services for low-income women.

You will coordinate cross-functional teams, sales channels, and bank stakeholders to ensure smooth implementation and strong service delivery. The ideal candidate brings a background in banking or financial services, a strategic mindset, and the ability to propose impactful engagement ideas for WWB’s audience.

Qualifications

• Proven ability to execute and manage multiple projects in a dynamic, fast-paced environment.
• Strong collaboration, negotiation, and persuasion skills to influence field teams and partner institutions.
• Willingness to travel extensively within India and be on-site for 6–8 days a month.

Responsibilities

• Design advisory solutions in collaboration with Financial Service Partners for low income women.
• Lead field delivery across multiple geographies and last mile channels to meet milestones.
• Manage and deepen relationships with institutional partners, deliver on client expectations, and ensure positive outcomes.
• Coordinate with cross-functional teams and external agencies to support project delivery and reporting.

Skills

Project management

Stakeholder management

Communication

Persuasion

Travel readiness

Education

MBA or Master’s degree in related field

Job description

Women's World Banking is looking for a team member to join a forward thinking, cross-functional, high-performing, collaborative team focused on delivering innovative customer experiences, banking services and products, that create business and customer value to serve low-income women.

The Sr. Specialist will lead the design & implementation of advisory solutions in the field in collaboration with our Financial Service Partners. The candidate will be expected to understand business and customer needs, design solutions across functional teams, coordinate and lead sales/ channel teams, last mile marketing & sales agencies and bank stakeholders to ensure smooth implementation and drive project results. This role is responsible for managing project and providing excellent service delivery for our clients and stakeholders.

The ideal candidate will have either a background in banking / insurance / financial services or in management consulting. You must be a strategic thinker with the ability to see the big picture and propose new ideas for ways of engaging Women's World Banking’s target audience.

Roles and Responsibilities

Design of Financial Solutions

in the space of savings, micro-credit, micro-insurance, digital financial services, or last mile solutions for low income women that are viable and scalable for Financial Service Providers:

• Develop research based perspective on financial products for low income women - the current context, challenges for women, trends and solutions for increasing financial inclusion of women in this sector.
• Conduct industry assessments that provide detailed insights into the competitive landscape and best practices; Collect and analyze complex data in the sector that can help define solutions.
• Establish relationships and collaborate with cross-functional teams to understand business and customer needs, continually enhance project processes, service offering and delivery for partners.
• Identify, scope and find implementation paths for needed product and/or customer experience enhancements;
• Develop business cases for new product and product enhancements to enable prioritization and justify investments into new and existing products.

Delivery of Solutions in Field

across various initiatives, locations and stakeholders to ensure project milestones and metrics are met. Drive execution of solutions for low income women with institution partners.

• Able to implement project in field across multiple geographies and last mile channels.
• Establish relationships and work with a cross-functional teams (internal and partner bank's) to ensure timely delivery of milestones.
• Coordinate among various external support organisations such as last mile agencies (training, sales promotions etc.) and local government bodies (state / region level) to drive project success.
• Lead project management including the development, delivery and monitoring of work plans, milestones, targets, budgets, and both internal and external reporting. Projects may vary in number, size and complexity.

Mange & Deepen Relationships with Institutional Partners:

• Develop, and drive execution of high priority business initiatives, financial products and services for the partner FSPs
• Establish and maintain positive and constructive relationships with key client contacts
• Initiate and hand hold the project through all stages of the project
• Ensure positive client satisfaction results.
• Be the "voice of the clients" by interpreting the clients’ business plans and strategic intent into the Women's World banking organization.

Required Qualifications

• MBA or Master’s degree in related field
• 8+ years or more experience in banking, financial services, consulting or other relevant role.
• Demonstrated ability to execute and successfully manage multiple projects in a dynamic, fast-paced environment.
• Proven collaborative, negotiation, and persuasion skills to influence field teams and senior management at partner institutions.
• Must be willing to travel extensively within India, and be on-site for 6-8 days a month.

Preferred Qualifications

• Interest in the field of women's financial inclusion and economic empowerment.
• Excellent verbal and written communication skills. Ability to present fact-based recommendations in a clear, logical and concise way to tell a story with the data.
• Track record of superior creativity and problem solving abilities.

Measure of Success

Success within the first 75 days:

• Embrace Women's World Banking’s values - Think Big, Own and commit to it, Smarter together
• Assume full responsibility of the position;
• Forge positive working relationships with cross-functional staff and fully integrate in the India team
• Become trained in and fully integrate the use of Women's World Banking systems and policies into your day-to-day activities;
• Learn and comprehend the Women's World Banking business model and work closely with the team to understand and build upon existing plans.