I.

Position

Description

JOB TITLE

Lead –

- Function Strategy

GRADE

VP-I

DEPARTMENT

Strategy &

- Transformation

LOCATION

HO

SUB-DEPARTMENT

Strategy &

- Key Initiatives

TYPE OF POSITION

Full-time

REPORTS TO

National Manager - Strategy

REPORTING INTO

Manager- Function Strategy

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.
- Work closely with functions to ensure envisioned outcomes of the identified initiatives are achieved within desired timelines.
- Work with leadership team to address the market dynamics, emerging trends and evolving customer needs.
- Monitor and report on key performance indicators to measure the success of strategic initiatives
- Focus on growth, diversification and achieving scale as the bank transitions from SFB to Universal Bank (if approved by the regulator).

Responsibilities III. 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.
- Provide trusted advice and insight to the executive team on emerging market trends and policy developments, including how they could impact or be exploited.
- 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
- Design customer acquisition and retention strategies through alternate channels
- 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
- Lead 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.
- Providing and guiding team members to foster professional growth whilst promoting culture of accountability.
- Build a culture of continuous learning within the strategy team and across the bank, ensuring that best practices are applied.
- 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: 10-15 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

- Expert at effectively pivoting between strategic development and tactical deployment
- Digital Banking and Analytics
- Project Management
- Risk Management
- P&L; understanding
- Exceptional listening, negotiation and conflict management skills

Behavioral Skills

- Adaptability
- Innovation &
- Problem-Solving
- Customer-centric Mindset
- Analytical Thinking
- Forward thinking with the ability to engage others in casting a broader and focused vision
- Adaptable mindset & innovative thinker who is willing to challenge standard thinking with new ideas, approaches and solutions

Ability to motivate teams, lead complex projects

Competencies

- Strategic Agility
- Financial &
- Business Acumen
- Risk Management
- Excellent Communication &
- Presentation Skills
- Ability to collaborate with various departments
- Forward-Thinking Mindset

📌 Lead Functions Strategy (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru