- POSITION DESCRIPTION

JOB TITLE : Digital Specialist –
- Automation

GRADE : SM

DEPARTMENT : Digital Banking

LOCATION : HO

SUB-DEPARTMENT : Digital Channels &
- Payments

TYPE OF POSITION : Full-time

REPORTS TO : Senior Digital Expert - Automation

REPORTING INTO

NA

- ROLE PURPOSE &
- OBJECTIVE
- To contribute to the Bank’s automation and transformation agenda by identifying, assessing, and implementing opportunities to simplify, standardize, digitize, and automate processes across the organization, thereby enhancing operational efficiency, productivity, customer experience, and control effectiveness.
- Identify and evaluate automation opportunities across business and support functions through process assessment, feasibility analysis, stakeholder discussions, and documentation of current-state and future-state processes.
- Coordinate end-to-end execution of automation initiatives by working with process owners, Technology teams, developers, vendors, partners, and testing teams for requirement gathering, solution implementation, testing, deployment, and post-implementation monitoring.
- Deliver measurable business outcomes by tracking productivity gains, reduction in manual intervention, cost savings, turnaround time improvement, risk mitigation, and control effectiveness in line with the Bank’s strategic automation and transformation priorities.
- SIZE OF THE ROLE

FINANCIAL SIZE NON-FINANCIAL SIZE
- Financial exposure of approximately ₹1 crore to ₹2 crore towards CAPEX / OPEX for automation and transformation initiatives, including solution implementation, technology enhancements, vendor engagements, process automation tools, and related project execution costs.
- Manage pipeline of 50–60 automation opportunities at any point in time.
- Coordinate with 8–10 internal functions and external vendors/partners.
- Support delivery of 30–40 automation initiatives annually.
- Track 20+ project milestones, risks, dependencies, and benefits across initiatives.
- Perform feasibility study of process – 200 to 300
- Prepare monthly dashboards, trackers, status updates, and benefit realization reports.
- KEY DUTIES &

RESPONSIBILITIES OF THE ROLE

Business/ Financials
- Identify and prioritize automation opportunities aligned to business efficiency, productivity, and cost-saving objectives.
- Prepare business cases, effort-benefit assessments,



and cost-benefit analysis for proposed automation initiatives.
- Track financial and operational benefits including cost savings, man-hour reduction, TAT improvement, and productivity gains.
- Prepare dashboards and updates for management review on automation pipeline, progress, and benefit realization.

Customer (Both Internal &
- External)

- Engage with business and support functions to capture process pain points, user needs, and automation requirements.
- Drive automation initiatives that improve customer experience, employee experience, service quality, and turnaround time.
- Coordinate with internal teams, vendors, and partners for timely clarification, implementation, and adoption of solutions.
- Support rollout communication, user readiness, adoption tracking, and feedback closure for implemented automations.

Internal Process
- Conduct process discovery, feasibility assessment, and current-state / future-state process documentation.
- Maintain automation prospect pipeline, project trackers, milestones, risks, dependencies, and action items.
- Prepare BRDs, SOPs, process notes, test scenarios, implementation documents, and governance updates.
- Ensure adherence to internal controls, compliance requirements, audit expectations, and approved governance frameworks.

Automation &
- Transformation

- Coordinate delivery of automation solutions including RPA, workflow automation, MIS automation, system enhancements, and digital tools.
- Work with Technology teams, developers, vendors, and testing teams for solution design, build, UAT, deployment, and stabilization.
- Monitor automation performance post implementation and identify opportunities for optimization, scalability, and reuse.
- Support standardization of automation templates, governance practices, reporting formats, and implementation playbooks.

Innovation &
- Learning

- Track emerging trends in automation, AI, process excellence, digital transformation, and banking technology.




- Identify relevant use cases for intelligent automation, analytics-led process improvement, and operational simplification.
- Conduct knowledge-sharing sessions and awareness discussions with stakeholders on automation possibilities and best practices.
- Continuously improve documentation, delivery practices, and solution adoption based on lessons learnt from completed initiatives.
- MINIMUM REQUIREMENTS OF KNOWLEDGE &

SKILLS

Educational

Qualifications

- Graduate Degree in Engineering, Technology, Management, Operations, Finance, Banking, or equivalent.

Experience (Years and Core Experience Type)
- 4 to 8 years of total experience Banking
- Minimum 2 years of hands-on experience in Automation, Process Excellence, Business Transformation, Operational Excellence, Intelligent Automation, or Digital Transformation initiatives.
- Experience in process mapping, business analysis, project implementation, or automation initiatives.

Certifications
- UiPath, Automation Anywhere, Blue Prism, Microsoft Power Platform, or equivalent automation certifications preferred.
- PMP, Agile, Change Management, or Project Management certifications preferred.
- Business Process Management or Process Excellence certifications preferred.

Functional Skills
- Business Process Re-engineering (BPR)
- Process Excellence and Operational Efficiency
- Automation Strategy and Governance
- Transformation Program Management
- Change Management
- Stakeholder Management
- Benefits Realization and ROI Management
- Operating Model Design
- Business Case Preparation
- Strategic Planning

Behavioural Skills
- Attention to Detail
- Collaboration and Teamwork
- Effective Communication
- Adaptability and Learning Agility

Competencies
- Execution Discipline
- Process Orientation
- Analytical Problem Solving
- Stakeholder Coordination
- Learning Agility
- Continuous Improvement Mindset
- KEY INTERACTIONS

INTERNAL

EXTERNAL

- National Manager/Process Owners -Operations, Risk, Compliance, Audit, Credit, Legal, IT, Data Analytics, Asset and Liability verticals
- IT solution delivery Team
- Finance Team
- Automation Partners
- Technology Vendors
- Fintechs

PREPARED BY: Zubair Ulla DATE: 12-06-2026

REVIEWED BY: Pankaj Gupta

DATE: 13-06-2026

LAST UPDATED BY: TM Team

DATE: 15-06-2026

This is Internal document.

📌 Digital Specialist-Automation (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru