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Associate Director/ Manager- Financial Consulting & Operations

YO IT Consulting

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About the role

Associate Director/ Manager- Consulting & Operations (Financial Services)

Location- Mumbai

Experience- 5 to 15 years

Must Haves- Experience with Indian Banks

Non-technical digital transformation or business transformation for a banking client

Independently managed senior client stakeholders and led a team of Senior Consultants/Consultants

Role Overview- Looking for an experienced Manager / Associate Director - Financial Services Consulting with strong expertise in the Indian Banking sector and experience working with Big 4 consulting firms or comparable management consulting environments. The role will focus on functional/business consulting, digital transformation, business strategy, and client advisory across banking functions including Liabilities, Assets, Lending, and SME Banking . The ideal candidate should be a strong business problem-solver who can independently engage with senior client stakeholders, translate business challenges into actionable solutions, and lead consulting teams to deliver transformation programs.

Key Responsibilities-

  • Business & Functional Consulting
  • Lead functional consulting engagements for Indian Banks and Financial Institutions.
  • Understand client business challenges, operating models, processes, and strategic priorities.
  • Develop business solutions and recommendations across Liabilities, Assets, Lending, SME Banking, and related banking functions.
  • Translate complex business problems into structured, actionable solutions.
  • Drive decision-making and provide practical recommendations to senior client stakeholders.
  • Digital Transformation
  • Lead non-technical digital transformation initiatives for banking clients.
  • Define digital transformation strategy, business requirements, target operating models, and transformation roadmaps.
  • Identify opportunities for process transformation, customer experience improvement, operating-model optimisation, and digitisation.
  • Work closely with business and technology teams to ensure business objectives are translated effectively into transformation initiatives.
  • Client Management & Business Development
  • Own day-to-day interaction with senior client stakeholders and conduct effective business conversations.
  • Build trusted relationships with business leaders and understand their strategic priorities.
  • Facilitate workshops, stakeholder discussions, requirement-gathering sessions, and executive presentations.
  • Support proposal development, solutioning, account growth, and identification of new consulting opportunities.
  • Demonstrate strong executive presence and the ability to influence client decision-making.
  • Strategy & Advisory
  • Support/lead business strategy engagements for banking clients.
  • Conduct market/business assessments, operating-model reviews, opportunity assessments, and strategic analyses.
  • Perform or support due diligence activities, including business assessment, process evaluation, market analysis, and identification of key risks/opportunities.
  • Develop business cases, strategic recommendations, and implementation roadmaps.
  • Problem Solving & Solution Development
  • Independently structure ambiguous business problems and develop hypotheses and solutions.
  • Analyse business processes, performance metrics, customer journeys, and operating models.
  • Identify root causes and develop recommendations with measurable business impact.
  • Present findings and recommendations clearly to senior management.
  • Team Leadership
  • Manage and mentor Senior Consultants, Consultants, and Analysts.
  • Lead consulting workstreams and ensure high-quality delivery within agreed timelines.
  • Review deliverables, provide coaching, and develop team capabilities.
  • Effectively manage multiple stakeholders and workstreams simultaneously.

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