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
• Versatile 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