T&T -FS PM/BA | Customer Strategy & Design Manager

Your potential, unleashed.

India s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realize your potential amongst cutting edge leaders, and organizations shaping the future of the region, and indeed, the world beyond.

At Deloitte, your whole self to work, every day. Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters.

As a member of the Technology and Transformation team, you will embark on an exciting and fulfilling journey with a group of intelligent and innovative globally aware individuals. You will be responsible for collaborating with teams across locations, and independently delivering workstreams/ projects for our clients.

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.

How you ll grow

Connect for impact

Our exceptional team of professionals across the globe are solving some of the world s most complex business problems, as well as directly supporting our communities, the planet, and each other. Know more in our Global Impact Report and our India Impact Report .

Empower to lead

You can be a leader irrespective of your career level. Our colleagues are characterised by their ability to inspire, support, and provide opportunities for people to deliver their best and grow both as professionals and human beings. Know more about Deloitte and our One Young World partnership.

Inclusion for all

At Deloitte, people are valued and respected for who they are and are trusted to add value to their clients, teams and communities in a way that reflects their own unique capabilities. Know more about everyday steps that you can take to be more inclusive. At Deloitte, we believe in the unique skills, attitude and potential each and every one of us brings to the table to make an impact that matters.

Drive your career

At Deloitte, you are encouraged to take ownership of your career. We recognise there is no one size fits all career path, and global, cross-business mobility and up / re-skilling are all within the range of possibilities to shape a unique and fulfilling career. Know more about Life at Deloitte.

Everyone s welcome entrust your happiness to us

Our workspaces and initiatives are geared towards your 360-degree happiness. This includes specific needs you may have in terms of accessibility, flexibility, safety and security, and caregiving. Here s a glimpse of things that are in store for you.

Interview tips

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