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 collaborative 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 quick-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