2+ Process Optimization Jobs in Bangalore (Bengaluru) | Process Optimization Job openings in Bangalore (Bengaluru)

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.

Dezerv is a wealth management startup founded in 2021 and is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc.

Why are we building Dezerv?

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, We are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

Roles & Responsibilities:

• Facilitate the account opening process (Resident Indians, NRI and Non individuals) and AIF accounts, ensuring a smooth and efficient client onboarding experience.
• KYC: End to end understanding and process towards - registration, modification and validation.
• Understanding of various investment products viz MF, Direct Equity, Bonds, AIF etc.
• Processing various types of transactions (Commercial and non- commercial), of all investment products
• End to end coordination with clients and internal teams to gather required information and documentation for account setup.
• Communication and coordination with various vendors, custodians, and internal departments to address client queries and resolve issues promptly.
• Leverage technology platforms to streamline and automate onboarding processes.

Skills & Experience Required:

• Experience: Minimum 3-7 years of experience in account opening, ideally within PMS or AIF services.
• Platform Experience: Proficiency in Wealth Spectrum is an added advantage.
• Process & Execution Skills: Strong attention to detail, process orientation, and ability to execute tasks efficiently.
• Client Service Orientation: Excellent communication and problem-solving skills for addressing client needs and ensuring a seamless onboarding experience