Manager – Transformation 1. Role Purpose & Responsibilities The Manager – Transformation will support the delivery of business transformation across India through the execution of simplification, process improvement, regulatory and targeted strategic initiatives. The role will focus on identifying opportunities to improve operational efficiency, simplify processes, enhance customer experience and deliver sustainable business outcomes. Working closely with business, operations, technology, risk and control stakeholders, the individual will be responsible for driving assigned projects from problem identification through implementation, ensuring delivery against agreed objectives, timelines and quality standards. Role scope & responsibilities
• Drive the execution of assigned simplification and transformation projects, translating business requirements into practical solutions and measurable outcomes.
• Identify process inefficiencies, operational bottlenecks, duplication and opportunities for simplification, standardisation and automation.
• Undertake process reviews and root cause analysis to identify underlying issues and recommend sustainable improvements.
• Support the delivery of regulatory initiatives and targeted strategic projects, ensuring alignment with business requirements and regulatory expectations.
• Work with business and functional stakeholders to define project scope, deliverables, milestones, dependencies and implementation plans.
• Coordinate with technology, operations and other functional teams to progress solutions through design, development, testing and implementation.
• Identify opportunities to leverage digital solutions, automation, APIs, workflow tools and emerging technologies to improve processes.
• Monitor project progress, identify delivery risks and dependencies, and proactively escalate issues requiring stakeholder intervention.
• Prepare project updates, management information and relevant governance materials to communicate progress, outcomes and areas requiring attention.
• Support the embedding of process improvements and track benefits realisation to ensure changes deliver the intended outcomes. 2. Project Delivery & Transformation Agenda Types of projects / initiatives The role will primarily focus on the execution of defined transformation initiatives across the following areas:
• Process simplification: Review and redesign existing processes to eliminate unnecessary steps, reduce manual intervention and improve turnaround times.
• Operational efficiency: Identify opportunities to improve productivity, reduce operational effort and optimise resource utilisation.
• Digital transformation and automation: Support the implementation of workflow solutions, RPA, APIs, digital tools and other automation opportunities.
• Regulatory initiatives: Deliver assigned regulatory and compliance-related projects, working with relevant stakeholders to ensure timely and effective implementation.
• Strategic business initiatives: Support the execution of smaller, defined strategic initiatives that improve business performance,



customer experience or operational effectiveness.
• Customer

experience:
Identify process improvements that simplify customer journeys, reduce friction and improve service delivery. Project execution & delivery responsibilities
• Develop and maintain project plans, clearly defining activities, milestones, timelines and dependencies.
• Facilitate working sessions with relevant stakeholders to understand requirements, validate issues and agree solutions.
• Translate identified improvement opportunities into actionable implementation plans.
• Coordinate project activities across multiple teams to ensure delivery remains on track.
• Support business requirements gathering, solution design, testing, implementation and post-implementation reviews.
• Maintain project documentation, action trackers, RAID logs and delivery updates.
• Monitor agreed project benefits, including efficiency improvements, reduced turnaround times, cost savings and productivity gains. Continuous improvement
• Proactively identify opportunities for process improvement and simplification within assigned business areas.
• Apply structured problem-solving and process improvement methodologies to address operational challenges.
• Benchmark existing practices and explore opportunities to adopt proven solutions.
• Capture lessons learnt and support the replication of successful improvements across relevant processes. 3. Skills, Expertise & Collaboration Domain & technical skills
• Understanding of banking operations, business processes and transformation delivery, preferably within a financial services workplace.
• Experience in process mapping, process re-engineering, root cause analysis and operational improvement.
• Familiarity with automation and digital enablement tools, including RPA, workflow solutions, APIs and low-code platforms.
• Ability to translate business requirements into practical process and technology solutions.
• Good understanding of project delivery methodologies, including planning, tracking, risk management and implementation.
• Ability to interpret operational data, identify trends and use evidence-based analysis to recommend improvements.
• Proficiency in preparing project documentation, management updates and presentations. People & stakeholder collaboration
• Build effective working relationships with business, operations, technology, risk and control stakeholders.
• Collaborate with cross-functional teams to progress assigned initiatives and resolve delivery challenges.
• Facilitate discussions and working sessions to establish requirements, agree solutions and drive actions.
• Demonstrate the ability to influence stakeholders through structured thinking, facts and clear communication.




• Work independently on assigned deliverables while seeking guidance and escalation where appropriate.
• Share knowledge, insights and good practices with colleagues and project stakeholders. Personal effectiveness & behaviours
• Strong execution focus with the ability to manage multiple assigned deliverables and competing priorities.
• Structured problem-solving and analytical capabilities.
• Proactive approach to identifying issues and driving them through to resolution.
• Attention to detail and commitment to quality and timely delivery.
• Adaptability and willingness to work across different business areas and transformation themes.
• Strong written and verbal communication skills.
• Accountability, ownership and a continuous improvement mindset. 4. Governance, Outcomes & Qualifications Governance & controls
• Ensure assigned projects are delivered in accordance with established governance, risk management and control requirements.
• Maintain accurate project plans, documentation, action logs and status reporting.
• Identify and escalate delivery risks, issues, dependencies and control concerns in a timely manner.
• Ensure relevant business, risk, compliance and technology stakeholders are engaged throughout the project lifecycle.
• Support governance forums through preparation of project updates, progress reports and supporting documentation.
• Ensure implemented changes are appropriately documented and handed over to business-as-usual teams. Key deliverables
• Successful execution and implementation of assigned simplification and transformation initiatives.
• Identification and delivery of measurable process efficiency and productivity improvements.
• Reduction in process complexity, manual intervention and operational turnaround times.
• Timely delivery of assigned regulatory and strategic initiatives.
• Effective coordination across business and functional stakeholders.
• Accurate and timely project reporting, issue management and governance documentation.
• Tracking and validation of agreed project benefits and outcomes. Experience & qualifications
• Graduate degree in business, finance, technology, engineering or a related discipline.
• Relevant experience in banking, financial services, operations, business transformation or project delivery.
• Experience in managing or executing process improvement, simplification, automation or digital transformation initiatives.
• Understanding of banking processes, operational controls and regulatory requirements would be advantageous.
• Exposure to project management and process improvement methodologies such as Lean, Six Sigma or Agile would be beneficial.
• Strong analytical, communication, stakeholder management and problem-solving skills. Role positioning An execution-focused individual contributor role, accountable for delivering defined transformation initiatives and supporting the wider simplification agenda through effective project management, stakeholder collaboration and measurable business outcomes.

📌 AVP, Transformation (Mumbai)
🏢 HSBC
📍 Mumbai