I.

Position

Description

JOB TITLE

Specialist –

- Functions Strategy

GRADE

SM

DEPARTMENT

Head of Strategy &

- Transformation

LOCATION

HO

SUB-DEPARTMENT

Strategy &

- Key Initiatives

TYPE OF POSITION

Full-time

REPORTS TO

National Manager - Strategy

REPORTING INTO

NA

II. ROLE PURPOSE &

- OBJECTIVE

- Support creation and periodically modification of bank's medium to long-term strategy ensuring seamless translation of strategic objectives into actionable business plans and measurable outcomes across all business verticals.
- To identify, plan, and support execute strategic initiatives that drive towards organizational vision and regulatory requirements.
- Ensure envisioned outcomes of the identified initiatives are achieved within desired timelines.
- Monitor and report on key performance indicators to measure the success of strategic initiatives

III. SIZE OF THE ROLE

FINANCIAL SIZE NON-FINANCIAL SIZE

- Assets Book size: 32000+ Cr.
- Liabilities: 36,000+ Cr.
- Number of portfolio products: 20+

Responsibilities IV. KEY DUTIES &

RESPONSIBILITIES OF THE ROLE

- Business/ Financials
- Support the annual strategic planning exercise across businesses and quarterly strategy reviews
- Monitor strategic initiative budgets and provide variance analysis to senior management
- Oversee the conduct of in-depth market research and competitive analysis to identify growth opportunities and potential threats.
- Analyze industry trends, best practices and competitive landscape to guide strategic thinking and decisions.
- Planning and executing the banks initiatives for process optimization and TAT readiness.
- Digital transformation initiatives to achieve high technology-low-cost operations
- Customer (Both Internal &
- External)
- Foster relationships with key stakeholders, including management and team members
- Create customer experience enhancement initiatives
- Coordinate with industry associations, fintech partners, and technology vendors for strategic initiatives
- Internal Process
- Management presentations on strategic initiatives and market developments




- Collaborate extensively internally to ensure the Bank’s strategy is effectively structured and embedded so that teams and colleagues know how they contribute to the Bank’s overall objectives.
- Establish governance frameworks for strategic initiatives, ensuring that all new initiatives are monitored for success and aligned with the bank’s strategic priorities.
- Collaborate effectively with Finance team to ensure robust monitoring and reporting of the Bank’s progress against its objectives.
- Develop performance management frameworks to monitor strategic initiatives across business verticals, ensuring timely and effective execution.
- Provide feedback on required analysis to advance solution development and to support execution of strategic initiatives, digital growth and data-based decisions in day to day working of the bank
- Analyze risks and complex issues to provide strategic guidance & efficient solutions.
- Ensure timely submission of all regulatory reports with zero non-compliance instances
- Innovation &
- Learning
- Research industry best practices and emerging trends
- Support organizational transformation and change management initiatives
- Promote a culture of innovation and data orientation across the bank by encouraging teams to develop creative solutions for business challenges.
- Foster team-oriented working relationships across departments and regions
- MINIMUM REQUIREMENTS OF KNOWLEDGE &

SKILLS

Educational

Qualifications Essential: Master's degree in Business Administration (MBA) from reputed institution with specialization in Strategy, Finance, or Banking Preferred: Additional professional qualifications such as CFA, CA, or equivalent

Alternative: Master's in Economics, Finance,



or related field with demonstrated strategic experience

Experience Range (Years And Core Experience Type)

Minimum: 8-12 years of progressive experience in banking, financial services, or strategic consulting.

Certifications

Certifications in Strategic Planning, Digital Transformation or Business Analytics will be advantageous

Functional Skills

- Financial Analysis: Advanced financial modeling, ratio analysis, and performance measurement
- Strategic Planning: Business plan development, competitive analysis, and market research
- Data Analytics: Proficiency in data-driven decision making and analytics tools
- Regulatory Knowledge: Deep understanding of RBI guidelines, banking regulations, and compliance requirements
- Project Management: Experience managing complex, multi-stakeholder strategic initiatives

Behavioral Skills

- Strategic Thinking: Ability to analyze complex business scenarios and develop long-term solutions
- Communication: Excellent presentation and stakeholder management skills for board and senior management interactions
- Leadership: Strong collaborative leadership style to influence without direct authority
- Analytical Mindset: Data-driven decision making with attention to detail and accuracy
- Adaptability: Ability to thrive in fast-paced, regulatory environment with changing priorities

Competencies

- Business Acumen: Understanding of banking business models, revenue drivers, and risk factors
- Stakeholder Management: Building relationships across internal teams and external partners
- Problem Solving: Systematic approach to identifying issues and developing actionable solutions
- Change Management: Leading organizational transformation and strategic initiatives
- KEY INTERACTIONS

INTERNAL

EXTERNAL

- Bank-wide Committees on Products, Processes &
- Governance
- All Vertical / Functional Heads
- IT Project Teams
- Functional Product Teams
- Industry Forums (CII, IBA, SFB Associations etc.) / Consortiums
- Consultants
- Vertical Heads of Technology Vendors and Fintech Partners

📌 Specialist Functional Strategy (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru