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
- Support the execution of bank-wide transformation initiatives by translating strategic priorities into actionable workstreams, tracking progress, and ensuring timely delivery.
- 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
Responsibilities
IV. KEY DUTIES & RESPONSIBILITIES OF THE ROLE
- 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).
- 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.
- 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.
- 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.
- 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
- 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
