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 robust 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.

📌 Associate Director/ Manager- Financial Consulting & Operations (Mumbai)
🏢 YO IT CONSULTING
📍 Mumbai