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Required Skills: Project Management, Data Analysis, SQL queries, Client Engagement
Criteria:
- Must have 3+ years of project/program management experience in Financial Services/Banking/NBFC/Fintech companies only.
- Hands-on proficiency in data analysis and SQL querying, with ability to work on large datasets
- Ability to lead end-to-end implementation projects and manage cross-functional teams effectively.
- Experience in process analysis, optimization, and mapping for operational efficiency.
- Strong client-facing communication and stakeholder management capabilities.
- Good expertise in financial operations processes and workflows with proven implementation experience.
Description
Position Overview:
We are seeking a dynamic and experienced Technical Program Manager to join our team. The successful candidate will be responsible for managing the implementation of company’s solutions at existing and new clients. This role requires a deep understanding of financial operation processes, exceptional problem-solving skills, and the ability to analyze large volumes of data. The Technical Program manager will drive process excellence and ensure outstanding customer satisfaction throughout the implementation lifecycle and beyond.
Key Responsibilities:
● Client Engagement: Serve as the primary point of contact for assigned clients, understanding their unique operation processes and requirements. Build and maintain strong relationships to facilitate successful implementations.
● Project Management: Lead the end-to-end implementation of company’s solutions, ensuring projects are delivered on time, within scope, and within budget. Coordinate with cross-functional teams to align resources and objectives.
● Process Analysis and Improvement: Evaluate clients' existing operation workflows, identify inefficiencies, and recommend optimized processes leveraging company’s platform. Utilize process mapping and data analysis to drive continuous improvement.
● Data Analysis: Analyze substantial datasets to ensure accurate configuration and integration of company’s solutions. Employ statistical tools and SQL-based queries to interpret data and provide actionable insights.
● Problem Solving: Break down complex problems into manageable components, developing effective solutions in collaboration with clients and internal teams.
● Process Excellence: Advocate for and implement best practices in process management, utilizing methodologies such as Lean Six Sigma to enhance operational efficiency.
● Customer Excellence: Ensure a superior customer experience by proactively addressing client needs, providing training and support, and promptly resolving any issues that arise.
Qualifications:
● Minimum of 3 years of experience in project management, preferably in financial services, software implementation, consulting or analytics.
● Strong analytical skills with experience in data analysis, SQL querying, and handling large datasets.
● Excellent communication and interpersonal skills, with the ability to manage client relationships effectively.
● Demonstrated ability to lead cross-functional teams and manage multiple projects concurrently.
● Proven expertise in financial operation processes and related software solutions is a plus
● Proficiency in developing business intelligence solutions or with low-code tools is a plus
Why Join company?
● Opportunity to work with a cutting-edge financial technology company.
● Collaborative and innovative work environment.
● Competitive compensation and benefits package.
● Professional development and growth opportunities.
REQUIRED SKILLS:
Project Management, Data Analysis, SQL queries, Client Engagement
MANDATORY CRITERIA:
- Should have at least 1 to 3 years of project/program management experience in Financial Services / Banking / NBFC / Fintech companies only.
- Hands-on proficiency in data analysis and SQL querying, with ability to work on large datasets
- Ability to lead end-to-end implementation projects and manage cross-functional teams effectively.
- Experience in process analysis, optimization, and mapping for operational efficiency.
- Strong client-facing communication and stakeholder management capabilities.
- Good expertise in financial operations processes and workflows with proven implementation experience.
DESCRIPTION:
About the company:
The company is a leading provider of financial operation solutions, dedicated to helping organizations streamline their financial processes and achieve operational excellence. Our innovative platform empowers clients to automate complex operations, ensuring accuracy and efficiency in their financial operations.
POSITION OVERVIEW:
We are seeking a dynamic and experienced Technical Program Manager to join our team. The successful candidate will be responsible for managing the implementation of company’s solutions at existing and new clients. This role requires a deep understanding of financial operation processes, exceptional problem-solving skills, and the ability to analyze large volumes of data. The Technical Program manager will drive process excellence and ensure outstanding customer satisfaction throughout the implementation lifecycle and beyond.
KEY RESPONSIBILITIES:
- Client Engagement: Serve as the primary point of contact for assigned clients, understanding their unique operation processes and requirements. Build and maintain strong relationships to facilitate successful implementations.
- Project Management: Lead the end-to-end implementation of company's solutions, ensuring projects are delivered on time, within scope, and within budget. Coordinate with cross-functional teams to align resources and objectives.
- Process Analysis and Improvement: Evaluate clients' existing operation workflows, identify inefficiencies, and recommend optimized processes leveraging company’s platform. Utilize process mapping and data analysis to drive continuous improvement.
- Data Analysis: Analyze substantial datasets to ensure accurate configuration and integration of company's solutions. Employ statistical tools and SQL-based queries to interpret data and provide actionable insights.
- Problem Solving: Break down complex problems into manageable components, developing effective solutions in collaboration with clients and internal teams.
- Process Excellence: Advocate for and implement best practices in process management, utilizing methodologies such as Lean Six Sigma to enhance operational efficiency.
- Customer Excellence: Ensure a superior customer experience by proactively addressing client needs, providing training and support, and promptly resolving any issues that arise.
QUALIFICATIONS:
- 1 to 3 years of experience in project management, preferably in financial services, software implementation, consulting or analytics.
- Strong analytical skills with experience in data analysis, SQL querying, and handling large datasets.
- Excellent communication and interpersonal skills, with the ability to manage client relationships effectively.
- Demonstrated ability to lead cross-functional teams and manage multiple projects concurrently.
- Proven expertise in financial operation processes and related software solutions is a plus
- Proficiency in developing business intelligence solutions or with low-code tools is a plus
WHY JOIN US?
- Opportunity to work with a cutting-edge financial technology company.
- Collaborative and innovative work environment.
- Competitive compensation and benefits package.
- Professional development and growth opportunities.
teams and customers.
You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product
mix) by collaborating with and driving channel partners.
You will also accompany the channel partner teams on pre and post-sales such as claim
settlement.
HDFC Life believes in technology-driven sales and you will learn new technology/Mobility
enhancements, to comply with the Sales Management Process.
As a business professional, you will uphold organizational values in every action and ensure
business ethics and integrity. You are expected to be compliant with regulatory and statutory
regulations
About the Channel
Bancassurance is the largest sales channel of HDFC Life which includes selling life insurance

