Job Title:  T&T- Customer - Customer Strategy & Design Senior Consultant | FS PM/BA | Mumbai |

Investment Operations

• Knowledge of investment operations processes, incl. settlements, reconciliations, corporate actions, cash processing, and exceptions management.
• Track record supporting operations re-design, OPS BA work, and RfP/RfI processes with an understanding of BPO options and vendor landscapes.
• Experience working with e.g. custodians, brokers, and/or clearing houses, understanding operational SLAs, failure points, and risk controls.
• Capability to drive process simplification and automation (workflow, rules engines, RPA, straight-through-processing).
• Ability to coordinate multi-team environments (OPS, IT, Compliance, Risk) and produce clear business/functional specifications.

Advisory + Omnichannel (incl. Aladdin)

• Expertise in advisory processes, incl. needs analysis, suitability & appropriateness (K&E), risk profiling, proposal creation, and investment documentation.
• Experience designing hybrid advisory journeys, combining advisor-led, remote, and self-service modules; ideally with mapping to various client segments (retail, affluent, HNWI).
• Strong understanding of PMS and advisory systems, incl. portfolio construction logic, suitability engines, and advisory workflows.
• Capabilities in defining omnichannel orchestration, ensuring seamless data flow and continuity between channels (branch, online, mobile, advisor desktop).
• Familiarity with MiFID II / FIDLEG rules, client-interaction documentation, and integration to CRM and digital channels.