What Jobs are available for Retail Banking in Mumbai?

About Company:

BDO India LLP is the India member firm of BDO International. BDO India offers strategic, operational, accounting, tax & regulatory advisory and assistance for both domestic and international organisations across a range of industries. We are led by more than 250 Partners & Directors with a team of over 9000 professionals operating across 12 cities – Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Goa, Kochi, Kolkata, Mumbai, New Delhi – Gurugram and Pune. We take pride in our service portfolio on the backing of a rich blend of experience and expertise, bringing to fore a work culture that is both client-centric and knowledge driven. Our focus on delivering exceptional client service is backed by a partner driven approach to offer tailor-made solutions ensuring quality excellence & time efficiencies.

Responsibilities

• Strong article ship experience of 0 to 1 year in Assurance Services or in a similar environment of Banking / FS Sectors (Assurance and Accounting firms)
• Execution of client engagements - Ensuring quality delivery as per client requirements.
• Understanding business & industry issues / trends.
• Ensuring timely delivery of working papers as per the defined methodology
• Ensuring compliance with engagement plans, internal quality & risk management procedures.
• Be willing to travel within India or abroad

Qualifications

• CA Qualified (May 25)
• Strong communication and interpersonal skills

• Lead and manage multiple complex projects from inception to completion.
• Define project scope, goals, deliverables, and success criteria.
• Develop and manage detailed project plans, timelines, and budgets.
• Identify and mitigate project risks and issues proactively.
• Allocate and manage project resources effectively.
• Facilitate communication and collaboration among project stakeholders and team members.
• Conduct project status meetings and provide regular reports to senior management.
• Ensure adherence to project management methodologies and best practices.
• Manage vendor relationships and contract negotiations.
• Drive continuous improvement in project management processes.
• Oversee the implementation of new financial products and systems.
• Ensure compliance with regulatory requirements.

• Master's degree in Business Administration, Finance, or a related field.
• PMP or PRINCE2 certification is highly preferred.
• Minimum of 8 years of progressive experience in project management, with at least 3 years in a senior role within the financial services industry.
• Demonstrated success in delivering complex, large-scale projects.
• Strong understanding of financial products, markets, and regulatory environments.
• Expertise in Agile and Waterfall project management methodologies.
• Excellent leadership, communication, and stakeholder management skills.
• Proficiency in project management software (e.g., MS Project, JIRA).
• Proven ability to manage budgets and resources effectively.
• Strong analytical and problem-solving capabilities.
• Ability to thrive in a hybrid work environment.

• Collect, clean, and organize data from various sources.
• Perform statistical analysis and generate insights from datasets.
• Develop and maintain reports and interactive dashboards.
• Assist in the creation and validation of data models.
• Collaborate with teams to understand data needs and provide analytical support.
• Identify trends, patterns, and anomalies in data.
• Document data sources, methodologies, and findings.

• Bachelor's degree in Statistics, Mathematics, Economics, Computer Science, or a related quantitative field.
• Strong understanding of statistical principles and analytical techniques.
• Proficiency in SQL for data querying and manipulation.
• Experience with data visualization tools (e.g., Tableau, Power BI).
• Familiarity with programming languages like Python or R for data analysis.
• Excellent analytical and problem-solving skills.
• Strong written and verbal communication skills.

• Lead and manage strategic consulting engagements for clients in the financial services industry.
• Develop comprehensive business strategies, including market entry, growth, competitive positioning, and operational efficiency initiatives.
• Conduct in-depth market research, industry analysis, and competitive intelligence gathering.
• Perform financial modeling, valuation, and business case development to support strategic recommendations.
• Analyze complex data sets to identify key trends, opportunities, and risks for clients.
• Develop and deliver compelling presentations and reports to C-suite executives and stakeholders.
• Mentor and manage junior consulting team members, fostering their professional development.
• Build and maintain strong, long-term relationships with key clients.
• Contribute to the development of intellectual capital and thought leadership within the firm's financial services practice.
• Identify and pursue new business development opportunities.
• Stay abreast of emerging trends, regulatory changes, and technological advancements impacting the financial services sector.

• MBA or Master's degree in Finance, Economics, Business Administration, or a related field from a top-tier institution.
• Minimum of 8-12 years of progressive experience in strategy consulting, investment banking, or corporate strategy, with a significant focus on Financial Services.
• Demonstrated experience in leading complex strategic projects and managing consulting teams.
• Deep understanding of the financial services industry, including its key drivers, challenges, and regulatory environment.
• Exceptional analytical, quantitative, and problem-solving skills.
• Excellent communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
• Proficiency in financial modeling, market analysis tools, and presentation software.
• Proven ability to work effectively in a demanding, team-oriented environment.

• Develop and implement strategic operational plans aligned with the company's overall business objectives.
• Oversee and manage all core operational functions, including client onboarding, trade settlement, fund administration, compliance, and customer support.
• Drive continuous improvement initiatives to optimize operational processes, enhance efficiency, and reduce costs.
• Ensure strict adherence to all regulatory requirements and industry best practices within the financial services domain.
• Manage and mentor a large team of operational staff, fostering a high-performance culture and professional development.
• Develop and maintain strong relationships with internal stakeholders, external partners, and regulators.
• Implement and manage robust risk management frameworks and disaster recovery plans.
• Oversee the selection, implementation, and utilization of technology solutions to support operational functions.
• Monitor key performance indicators (KPIs) and operational metrics, providing regular reports to senior management.
• Lead change management initiatives to ensure smooth transitions during process or system updates.
• Champion a culture of compliance, integrity, and customer-centricity throughout the operations department.

• Master's degree in Business Administration, Finance, Operations Management, or a related field.
• 10+ years of progressive experience in operations management within the financial services industry (banking, investment management, fintech).
• Demonstrated success in leading large operational teams and driving significant process improvements.
• In-depth knowledge of financial regulations (e.g., SEBI, RBI guidelines) and compliance frameworks.
• Strong understanding of operational risk management principles.
• Proven experience in strategic planning and execution.
• Excellent leadership, communication, and interpersonal skills.
• Proficiency in financial operations software and systems.
• Strong analytical and problem-solving abilities.
• Ability to manage complex projects and multiple priorities in a dynamic environment.

• Lead and manage client engagements, providing strategic advice to financial institutions across banking, insurance, and capital markets.
• Conduct in-depth market research, competitive analysis, and financial modeling to inform strategic recommendations.
• Develop comprehensive strategic plans, including market entry strategies, product development roadmaps, and operational efficiency improvements.
• Advise clients on digital transformation, regulatory compliance, risk management, and customer experience enhancement.
• Facilitate workshops and client meetings to gather insights, present findings, and build consensus.
• Manage project teams, ensuring the delivery of high-quality deliverables on time and within budget.
• Build and maintain strong, trusted relationships with senior executives and key stakeholders at client organizations.
• Stay current with industry trends, regulatory changes, and technological advancements impacting the financial services sector.
• Contribute to the firm's intellectual capital through thought leadership, best practice development, and case study creation.
• Mentor and coach junior consultants, fostering their professional growth and development.
• Prepare and deliver compelling presentations and reports to client leadership.

• MBA or Master's degree in Finance, Economics, Business, or a related field.
• Minimum of 7 years of experience in management consulting or a strategic role within the financial services industry.
• Proven track record of successfully leading complex strategic projects for financial institutions.
• Deep understanding of banking, insurance, or capital markets, including regulatory frameworks (e.g., Basel III, Solvency II).
• Exceptional analytical, quantitative, and problem-solving skills.
• Strong project management capabilities and experience leading diverse teams.
• Excellent communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
• Experience in developing business cases, financial models, and ROI analyses.
• Ability to work autonomously and manage multiple client engagements effectively in a fully remote environment.
• Demonstrated ability to build strong client relationships and act as a trusted advisor.

• Leading, mentoring, and developing a team of operational staff to achieve high performance and engagement.
• Designing, implementing, and refining operational processes to improve efficiency, reduce costs, and enhance customer satisfaction.
• Ensuring strict adherence to all regulatory requirements and internal policies within the financial services sector.
• Developing and managing operational budgets, identifying cost-saving opportunities, and optimizing resource allocation.
• Overseeing risk management frameworks, conducting regular assessments, and implementing mitigation strategies.
• Collaborating with cross-functional departments, including IT, compliance, and client services, to ensure seamless operations and strategic alignment.
• Driving continuous improvement initiatives through data analysis, performance monitoring, and the adoption of best practices.
• Managing vendor relationships and ensuring service level agreements are met.
• Handling escalations and resolving complex operational issues in a timely and effective manner.
• Reporting on operational performance to senior management, providing insights and recommendations for strategic decision-making.
• Staying informed about industry trends, technological advancements, and regulatory changes impacting financial operations.

• Bachelor's degree in Business Administration, Finance, Operations Management, or a related field. An MBA or relevant advanced degree is a plus.
• Minimum of 8-10 years of progressive experience in operations management within the financial services industry.
• Demonstrated leadership experience, with a strong ability to motivate and manage teams.
• In-depth knowledge of financial services operations, including banking, investment management, or insurance processes.
• Strong understanding of regulatory frameworks such as SEBI, RBI, and other relevant compliance standards.
• Exceptional analytical, problem-solving, and decision-making skills.
• Proven ability to implement process improvements and drive operational efficiency.
• Excellent communication, presentation, and interpersonal skills, with the ability to influence stakeholders at all levels.
• Proficiency in financial modeling and operational analytics tools.
• Experience with risk management and business continuity planning.