National Manager-Transformation

I. Position Description

JOB TITLE

National Manager – Transformation

GRADE

SVP

DEPARTMENT

Strategy & Transformation

LOCATION

HO

SUB-DEPARTMENT

Strategic Transformation

TYPE OF POSITION

Full-time

REPORTS TO

Head of Strategy and Transformation

REPORTING INTO

Manager – Transformation

II. ROLE PURPOSE & OBJECTIVE

• Drive large, bank-wide transformation programs for Ujjivan by translating strategic priorities into a clear transformation roadmap, delivery plans, and measurable benefits
• The role will be accountable for delivering measurable impact on revenue, cost, productivity and customer metrics and others based on organizations priorities identified.
• Own end-to-end program governance across key initiatives for identified programs, ensuring disciplined execution, risk management, and timely decision-making
• Partner with Business/Functional Heads to ensure benefits realization through robust KPI frameworks, value tracking, and leadership reporting
• Lead cross-functional change management—communications, capability building, and adoption—to ensure transformations are implemented effectively and scaled across the Bank

III. SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

• Assets Book size: 40000+ Cr.
• Liabilities: 40,000+ Cr.
• Number of portfolio products: 20+

Responsibilities

IV. KEY DUTIES & RESPONSIBILITIES OF THE ROLE

• Business / Financials
• Own and drive a portfolio of large, complex transformation programs aligned to Ujjivan’s strategic priorities to deliver measurable business impact
• Track outcomes and benefits (financial and non-financial) through KPI dashboards, value trees, and benefits realization reviews
• Drive timely leadership decisions on risks, trade-offs, and escalations to avoid delivery delays and ensure value realization
• Provide structured updates to senior leadership and Board/Board sub-committees on progress, outcomes, and benefits delivered
• Customer (Internal & External)
• Enable effective stakeholder management across Business, Operations, Technology, Risk, Compliance, Finance, HR, and external partners/vendors
• Drive transparency through crisp communication on program progress, risks, and decisions required
• Support leadership with transformation updates, deep-dives, and insights for better decision-making
• Drive change management and adoption across teams through structured communication, training, and capability-building initiatives
• Internal Process
• Define program charters, workstreams, milestones, dependencies, and resourcing plans for all transformation initiatives
• Ensure disciplined execution through robust planning and weekly/monthly governance cadence
• Set up and run program governance (SteerCos, working groups, PMO routines), including decision logs, dependency management, and integrated reporting
• Identify and manage risks/issues proactively, ensuring timely escalation and resolution
• Standardize best practices, document learnings, and strengthen transformation delivery frameworks
• Innovation & Learning
• Promote a culture of continuous improvement and data-driven decision-making across functions
• Embed performance management routines to ensure sustained impact of transformation initiatives
• Coach and guide team members and workstream leads to drive accountability, rigor, and delivery excellence
• Build organizational capability by institutionalizing learnings and scaling transformation practices

V. 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)

• Minimum: 15-18 years of progressive experience in banking, financial services, strategic consulting or transformation role.
• At least 3 years in delivering projects or bank level programs.

Certifications

• Certifications in Transformation, Program Management, Strategic Planning, or Business Analytics will be advantageous

Functional Skills

• Transformation Program Management: End-to-end delivery of large programs, workstream management, dependency planning, RAID, governance and reporting
• Business Case & Benefits Realization: Value tracking, KPI design, benefits governance and course-correction based on outcomes
• Digital Enablement: Ability to partner with Technology/Data teams on digitization, automation, workflow, and analytics-driven interventions
• Change Management: Communication, training, adoption measurement and stakeholder readiness planning
• Regulatory & Controls Orientation: Working knowledge of banking regulations, risk/compliance considerations, and governance expectations

Behavioral Skills

• Execution Orientation: Bias for action with strong follow-through and delivery discipline
• Influencing & Stakeholder Leadership: Ability to align senior stakeholders, manage conflicts and drive decisions across functions
• Structured Problem Solving: Strong analytical thinking and ability to simplify complex issues into actionable plans
• Communication: Crisp written/verbal communication for SteerCos/Board updates and organization-wide change communications
• Resilience: Ability to work through ambiguity, changing priorities, and delivery risks
• Collaboration: Proven ability to work effectively with cross-functional teams and external partners/vendors

Competencies

• Transformation Leadership: Ability to mobilize teams, drive adoption and deliver sustained change
• Program Governance & Delivery Excellence: Strong rigor on planning, controls, reporting and benefits tracking
• Stakeholder & Change Management: Ability to influence diverse stakeholders and manage resistance effectively
• Process & Customer Centricity: Strong orientation towards simplifying journeys, improving TAT/quality and enhancing customer outcomes
• Data-driven Value Focus: Ability to define metrics, track benefits and drive accountability for outcomes
• Risk & Controls Mindset: Understanding of operational/regulatory risk considerations while delivering change

VI. KEY INTERACTIONS

INTERNAL

EXTERNAL

• Board and Board Sub-Committees
• Bank-wide Committees on Products, Processes & Governance
• All Vertical / Functional Heads
• Functional Product Teams
• Industry Leadership & Thought Leaders
• Industry Forums (CII, IBA, SFB Associations etc.) / Consortiums
• CEOs / Founders / Vertical Heads of Technology Vendors and Fintech Partners