Role & responsibilities

What You'll Do

- Own UX design for BFSI client engagements journeys like account opening,

loan/credit applications, policy purchase, claims, and renewals — often running

2+ projects concurrently

- Quickly get up to speed on unfamiliar financial products and regulatory contexts

(e.g. IRDAI, RBI, SEBI guidelines depending on the client) well enough to design

credibly within them

- Lead or support client requirement-gathering workshops, translating

stakeholder input and compliance constraints into clear problem statements

and design direction

- Design user flows, wireframes, prototypes, and high-fidelity UI for journeys that

are often long, form-heavy, and trust-sensitive

- Write UX copy that simplifies financial and legal jargon for end users without

compromising mandatory disclosures — partnering with legal/compliance

reviewers where copy is locked

- Present and defend design decisions directly to client stakeholders, including

pushing back diplomatically when a request conflicts with usability or

compliance

- Navigate the reality that some UI elements, fields, and copy are non-negotiable

(regulatory or underwriting requirements) and design well within those

constraints rather than around them

- Adapt to each client's existing design system and brand guidelines rather than

working from one internal system

- Collaborate with account/project managers to flag scope creep, compliance

review delays, or unclear requirements before they become timeline risk

- Hand off clean, well-documented designs so client-side or agency engineering





teams can implement without back-and-forth

- What We're Looking For
- 2–5 years of UX design experience, ideally with some exposure to BFSI, fintech,

or another regulated/compliance-heavy domain

- A portfolio that shows you can design clearly within constraints — not just

greenfield, low-stakes consumer apps

- Experience running or contributing to client workshops and requirementgathering sessions, comfortable asking sharp questions live
- Strong flow, wireframing, and prototyping skills (Figma or equivalent)
- Ability to write plain-language UX copy for complex financial concepts

(premiums, interest rates, sum insured, KYC, etc.) without losing accuracy

- Comfort presenting and defending design rationale directly to clients, including

pushing back when needed

- Proven ability to work under real deadline pressure across multiple concurrent

projects without sacrificing quality

- Resilience with ambiguity — BFSI briefs often come with incomplete

information, shifting compliance requirements, or legal review that changes

scope mid-project

- Nice to Have
- Prior experience designing for banks, insurers, NBFCs, or fintech products

specifically

- Familiarity with regulatory bodies relevant to Indian BFSI (IRDAI, RBI, SEBI) and

how they shape UX (mandatory disclosures, KYC flows, grievance redressal)

- Experience working alongside legal/compliance teams on copy and content

review

- Familiarity with accessibility standards (WCAG) and designing for wide-ranging

financial literacy levels

- Experience managing 2+ concurrent client projects independentl

📌 Ux Design Manager (Mumbai)
🏢 Idealake Information Technologies
📍 Mumbai