Job highlights

- Wealth & Asset Management: Fee structures,fiduciary duties,and the shift toward "hyper-personalization" in portfolio management
- Bachelor s Degree (BE / BTech - CS) from Tier I / II universities like IIT s / NIT s and MBA from Top Tier B-schools (IIM) preferred . 15-20 Years of Experience in the financial services industry,with a track record of success in strategic leadership roles .

The role requires a strong portfolio leader responsible for managing 3 6 key accounts across a mix of new business development (hunting) and account growth (farming). The individual will typically oversee a team of approximately 15 70 members while managing an annual revenue portfolio in the range of $15M $60M. The role involves hands-on involvement in sales, client relationship management, and delivery oversight.

Roles and Responsibilities:

- An FS expert must understand how the "engine" of different sub-sectors works. Banking: Retail (mortgages, cards), Commercial (trade finance, treasury), and Investment Banking (M&A;, capital markets).

Insurance: Life and Annuities vs. P&C; (Property & Casualty), including underwriting cycles, reinsurance, and claims transformation. Wealth & Asset Management: Fee structures, fiduciary duties, and the shift toward "hyper-personalization" in portfolio management.

Payments Ecosystem: Knowledge of real-time payments, ISO 20022 standards, and the impact of CBDCs (Central Bank Digital Currencies).

- The ability to challenge a CEO or Board of Directors while maintaining trust. They must speak the language of the CFO (numbers), the CTO (tech), and the CRO (risk).
- The leader must be aware of latest technologies used by the Financial Institutions, Data Science and Data Engineering team
- A leader must drive cultural transformation and "buy-in" across silos, the ability to build partnerships between traditional banks and nimble Fintech/Insurtech startups.



Collaborate with sales, marketing, and business development teams to develop go-to-market strategies, identify key clients, and drive new business opportunities.
- Work in a matrix environment, manage and deliver solutions/POVs across multiple accounts/clients and regions
- Stay abreast of emerging trends in technology driving Digital Transformation & data democratization, leveraging technology to define and deliver value to our clients. Monitor and analyze industry trends, regulatory changes, and competitive dynamics, adjusting our strategy and offerings as needed.
- Lead a diverse team of consultants and subject matter experts, fostering a culture of collaboration, innovation, and excellence.
- Partner with clients to understand their business challenges and opportunities, providing strategic guidance and creative solutions
- Drive thought leadership initiatives, representing our company at industry events, conferences, and forums

Qualifications:

- Bachelor s Degree (BE / BTech - CS) from Tier I / II universities like IIT s / NIT s and MBA from Top Tier B-schools (IIM) preferred
- 15-20 Years of Experience in the financial services industry, with a track record of success in strategic leadership roles
- Robust experience in Retail, Investment Bank/Capital Markets, Asset Management, Wealth management, Insurance & Payments.
- Exposure in Risk management credit, market, operational risk
- Exposure in Compliance management AML/KYC, Trading Compliance, Risk & Suitability

Desired Skills:

- Understanding of applications of statistical and machine learning algorithms Strong project management and team management skills and ability to work with global teams Hands on quantitative experience with analytic tools and technologies
- A self-starter who can work well with minimal guidance
- Exposure to Pre-Sales is highly desirable
- Exposure to Financial Services across US, EU and APAC

📌 Financial Services Leader (Bengaluru)
🏢 Sigmoid Analytics
📍 Bengaluru