Role purpose A senior transformation leadership role accountable for shaping, managing and delivering the transformation portfolio. The role provides end-to-end oversight of a team and a portfolio of projects, ensuring that strategic/growth, regulatory and process simplification priorities are translated into well-governed, measurable outcomes. The role holder will lead people and delivery through change, while also personally directing complex and high-impact programmes that support the Bank’s ambition and transformation agenda. Role scope & responsibilities
• Own and manage the transformation portfolio, maintaining a clear view of priorities, interdependencies, delivery health, resources, risks, costs and benefits across the portfolio.
• Lead, coach and develop a team of project managers and transformation professionals; set clear expectations, allocate work, build capability and create a high-performance delivery culture.
• Provide direction and oversight across the project lifecycle, from strategic shaping and business case development through mobilisation, execution, implementation and benefits realisation.
• Personally lead and deliver complex, high-profile or strategically significant projects where senior ownership, judgement and cross-functional influence are required.
• Ensure projects are aligned to the Bank’s strategic growth agenda, regulatory obligations, risk appetite and business priorities, with explicit outcomes and measurable value.
• Drive effective planning, resource and capacity management, dependency resolution, issue escalation and timely decision-making across the portfolio.
• Champion transformation and continuous improvement, acting as a visible role model for change and encouraging teams and stakeholders to adopt new ways of working.
• Build trusted relationships with senior business, technology, risk, compliance and operations stakeholders; influence decisions and maintain alignment on priorities and outcomes. Project Portfolio & Transformation Agenda Types of projects / initiatives
• Regulatory & reporting transformation: Automation and redesign of regulatory reporting, incident management, control processes and related data flows, ensuring accuracy, transparency and sustainable compliance.
• Digital transformation: Delivery of API-enabled solutions, workflow digitisation, data platforms, dashboards and business-led digital capabilities that improve customer and colleague experience.
• Data, analytics & management information: Development and deployment of Power BI reporting, dashboards and data-led insights to strengthen portfolio oversight, operational performance and decision-making.
• Low-code and productivity solutions: Use of the Microsoft Power Apps suite, including Power Apps, Power Automate and related capabilities, to simplify processes, improve controls and enable scalable business solutions.
• AI-led transformation: Identify, shape and deliver AI opportunities in close partnership with IT and DAO, translating business problems into practical use cases and ensuring appropriate data, technology, risk and governance involvement.
• Process improvement & re-engineering: Optimisation of business processes using Lean/Six Sigma principles, simplification, automation and end-to-end service redesign.
• Strategic growth and business enablement: Delivery of transformation programmes that support business expansion, new products, increased capacity, improved service and operational efficiency.
• Cultural transformation: Drive adoption of new technologies and behaviours, embedding a digital-first, data-led and continuous-improvement mindset across teams.



Portfolio leadership & delivery expectations
• Establish and maintain an integrated portfolio plan, delivery roadmap and governance rhythm, with clear milestones, ownership, dependencies and success measures.
• Prioritise initiatives based on strategic value, regulatory criticality, customer and colleague impact, delivery capacity and risk.
• Maintain oversight of portfolio budgets, resource plans, delivery capacity, key risks, issues and change requests; intervene early where delivery is off track.
• Ensure consistent project management standards, proportionate controls, robust documentation and clear reporting across the team.
• Drive benefits tracking and post-implementation reviews so that delivered change translates into measurable and sustained business outcomes. Core delivery skills
• Strong end-to-end project and programme management capability, including delivery of complex, multi-workstream initiatives.
• Demonstrated experience managing a portfolio of projects and balancing strategic priorities, delivery capacity and competing stakeholder needs.
• Proven people leadership skills, including coaching, performance management, delegation, talent development and succession planning.
• Strong commercial, financial and resource management, with the ability to manage budgets, forecast delivery requirements and demonstrate value.
• Excellent analytical, structured problem-solving and decision-making skills, with a focus on outcomes and execution. Skills, Expertise & Collaboration Domain & technical skills
• Sound understanding of banking processes, regulatory requirements, risk and control frameworks, and the operating environment of a large financial institution.
• Practical experience with Power BI and data visualisation, including the use of dashboards and management information to monitor performance and support decisions.
• Working knowledge of the Microsoft Power Apps suite, including low-code application development and workflow automation capabilities.
• Understanding of AI concepts, emerging use cases and responsible implementation considerations; able to work effectively with IT and DAO specialists to shape and deliver AI initiatives.
• Experience with APIs, data platforms, digital solutions and technology-enabled process transformation.
• Familiarity with project delivery methodologies and tools, including Agile, Waterfall and hybrid approaches, and with change management principles and frameworks.
• Ability to translate business requirements into clear scope, delivery plans, functional outcomes and measurable acceptance criteria. People & behavioural skills
• Confident team manager who sets direction, builds accountability, develops talent and creates an inclusive, collaborative and high-performing team environment.
• Visible role model for change: demonstrates adaptability, resilience, curiosity and a positive approach to new ways of working.
• Independent self-starter with strong ownership, initiative and the confidence to make progress in ambiguous or fast-moving environments.
• Strategic thinker who can connect individual projects to the wider business agenda and communicate the rationale for change.
• Strong stakeholder management, influencing, negotiation and communication skills,



including the ability to engage credibly with senior leaders.
• Able to manage complexity, competing priorities and pressure while maintaining sound judgement and delivery discipline.
• Collaborative, pragmatic and solutions-focused, with the ability to challenge constructively and bring people together around shared outcomes. Partnerships & collaboration
• Partner with business, operations, risk, compliance and control teams to shape priorities, define requirements and embed sustainable change.
• Work in close partnership with IT and DAO on AI, data, analytics and technology-led initiatives, ensuring solutions are feasible, scalable and aligned to enterprise standards.
• Collaborate with global teams, shared services and relevant centres of excellence to leverage expertise, align delivery and share reusable solutions.
• Engage vendors and external partners where required, ensuring clear deliverables, effective oversight and value for money.
• Build strong cross-functional relationships and maintain open communication across all levels of the organisation. Governance, Outcomes & Qualifications Governance & oversight
• Establish and maintain effective portfolio governance through structured forums, clear reporting, decision logs and agreed escalation routes.
• Provide concise, insightful updates to senior leadership and steering committees on progress, outcomes, risks, issues, dependencies and decisions required.
• Ensure adherence to the Bank’s project, change, risk, control, data and regulatory governance standards.
• Maintain appropriate oversight of delivery plans, financials, resource utilisation, third-party dependencies and benefits realisation.
• Ensure implementation readiness, operational handover, control sustainability and post-delivery accountability are built into project plans. Key outcomes
• A strategically aligned transformation portfolio, delivered to agreed outcomes, timelines, scope and budget.
• A capable, engaged and accountable project delivery team with clear objectives, solid development and consistent delivery standards.
• Successful delivery of complex strategic and regulatory initiatives, with clear ownership and demonstrable business impact.
• Improved operational efficiency, control effectiveness, data transparency and quality of management information.
• Practical adoption of Power BI, the Power Apps suite and AI-enabled solutions in partnership with IT and DAO.
• Sustainable change adoption, measurable benefits realisation and continuous improvement across the organisation.
• Strong stakeholder confidence through proactive communication, effective governance and reliable delivery. Experience & qualifications
• Significant experience in transformation, programme or project management within banking, financial services or another complex, regulated environment.
• Demonstrated experience leading a team and managing a portfolio of projects, alongside direct accountability for complex or high-impact programmes.
• Track record of delivering strategic, regulatory, digital or operational transformation initiatives and influencing senior stakeholders.
• Experience working across business and technology teams; exposure to data, analytics, low-code platforms or AI-enabled transformation is an advantage.
• Relevant professional qualification in project or programme management, change management or a related discipline is desirable. Role profile note: The role combines portfolio-level leadership and people management with hands-on ownership of selected complex, strategically important projects.

📌 SVP Transformation (Mumbai)
🏢 HSBC
📍 Mumbai