About the role
I. POSITION DESCRIPTION
JOB TITLE
Manager – Transformation
GRADE
AVP-I
DEPARTMENT
Strategy & Transformation
LOCATION
HO
SUB-DEPARTMENT
Strategic Transformation
TYPE OF POSITION
Full-time
REPORTS TO
National Manager-Transformation
REPORTING INTO
NA
II.ROLE PURPOSE & OBJECTIVE
1.Support the execution of bank-wide transformation initiatives by translating strategic priorities into actionable workstreams, tracking progress, and ensuring timely delivery.
2.Enable effective program governance, stakeholder coordination, and benefits tracking to ensure initiatives deliver measurable business value and sustained impact.
III.SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
·CAPEX- 5 to 50 Crores.
- Number of transformation initiatives- 1 to 2
IV.KEY DUTIES & RESPONSIBILITIES OF THE ROLE
1.Business / Financials
·Support development of program charters, detailed project plans, timelines, and milestones aligned with strategic priorities.
·Assist in defining KPIs, value drivers, and success metrics for transformation initiatives.
·Track program budgets, utilization, and cost-benefit alignment.
·Identify and manage risks/issues, escalations, and trade-offs; drive timely leadership decisions to unblock delivery.
·Track outcomes and benefits (financial and non-financial) via KPI dashboards, value trees, and benefits realization reviews.
·Support preparation of business cases and benefits realization frameworks.
·Manage day-to-day execution of assigned transformation workstreams.
·Track performance against targets and escalate risks/issues proactively.
·Support value realization tracking (financial and non-financial outcomes).
2.Customer (Internal & External)
·Ensure transformation initiatives improve customer experience, TAT, and service quality.
·Incorporate feedback from internal and external stakeholders into program improvements.
·Coordinate with Business, Operations, Technology, Risk, Compliance, HR, and Finance teams.
·Support senior leadership with dashboards, reports, and progress updates.
3.Internal Process
·Ensure adherence to internal governance frameworks, regulatory guidelines, and reporting standards.
·Drive structured program management practices (RAID logs, trackers, governance decks).
·Identify opportunities for process simplification, automation, and efficiency improvement.
·Drive change management and adoption: communication plans, training, capability building, and measurement of usage/adoption across impacted teams.
4.Innovation & Learning
·Promote data-driven decision-making and continuous improvement practices.
·Document learnings and contribute to standardization of transformation methodologies.
·Collaborate with cross-functional teams and support workstream leads.
·Drive accountability and ensure timely delivery of assigned tasks.
5.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: Masters in Economics, Finance, or related field with demonstrated strategic experience
Experience Range (Years and Core Experience Type)
·5–8 years of experience in banking, financial services, consulting, or transformation roles
·Exposure to program management or strategic initiatives preferred
Certifications
·Certifications in Transformation, Program Management, Strategic Planning, or Business Analytics will be advantageous
Functional Skills
·Program/Project Management (planning, tracking, RAID, governance)
·KPI Design & Benefits Realization Tracking
·Data Analysis & Reporting (Excel, dashboards, MIS)
·Understanding of digital transformation (automation, analytics, workflows)
·Knowledge of banking processes, risk, and compliance frameworks
Behavioral Skills
·Strong communication (written & verbal)
·Attention to detail and execution discipline
·Problem-solving and analytical thinking
·Collaboration and stakeholder coordination
·Ability to work in a fast-paced, ambiguous environment
Competencies
·Execution Excellence & Delivery Focus
·Stakeholder Management & Influence
·Structured Thinking & Problem Solving
·Customer & Process Orientation
·Data-driven Decision Making
·Risk & Control Awareness
6.KEY INTERACTIONS
INTERNAL
EXTERNAL
·Bank-wide Committees on Products, Processes & Governance
·Functional Product Teams
·Technology & Digital Teams
·Risk, Compliance & Finance Teams
·All Vertical / Functional Heads
·Industry Leadership & Thought Leaders
·Industry Forums (CII, IBA, SFB Associations etc.) / Consortiums
·Consultants / Advisory Firms
·Technology Vendors / Fintech Partners
PREPARED BY: TM Team
DATE: 23-04-2026
REVIEWED BY: Deepak Agarwal
DATE: 24-04-2026
LAST UPDATED BY: TM Team
DATE: 05-06-2026