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
Solid Business Architecture skills — ability to translate business needs into solution and process design
Client servicing background, ideally within financial services
📌 Asset Management Consultant / Architect Bfsi India Ik Maharashtra
🏢 Central Business Solutions
📍 Maharashtra
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