Job Title: Project Manager BFSI (Wealth & Asset Management)
Location: Mumbai 3 Days WFO
Job Type: Full-time
Experience Level: 9+ years (including minimum 2 years with AI technologies)
We are seeking a highly skilled Project Manager with deep domain expertise in the Banking, Financial Services, and Insurance (BFSI) sector - specifically in Wealth and Asset Management. The ideal candidate will have hands-on experience leading complex technology or digital transformation programs, exceptional stakeholder management skills, and extensive proficiency in JIRA for Agile delivery. The role also includes contributing as a Project Management Practitioner (PM Practitioner) supporting PM best practices, mentoring peers, and participating in interview panels to assess incoming PM talent.
Key Responsibilities:
- Lead and deliver multiple strategic projects across the Wealth and Asset Management portfolio, ensuring quality, scope, and timeline adherence.
- Define project plans, charters, risk frameworks, and governance models aligned with organizational and regulatory objectives.
- Leverage JIRA extensively for project planning, sprint tracking, reporting, and stakeholder visibility.
- Drive Agile/Scrum ceremonies and ensure disciplined execution through JIRA workflows and dashboards.
- Collaborate with cross-functional teams Product, Technology, Operations, and Business to deliver end-to-end solutions.
- Manage stakeholder expectations through transparent communication and structured governance.
- Identify and mitigate project risks proactively, ensuring compliance with BFSI-specific controls and data regulations.
- Act as a PM Practitioner contributing to internal PM frameworks, process optimization, and best practice documentation.
- Participate in interview panels to evaluate and onboard new project managers.
- Mentor junior PMs and support internal capability-building initiatives.
Required Skills & Qualifications:
- Masters degree in Business Administration, Finance, Computer Science, or related discipline.
- 9 - 12 years of experience in project management, with at least 5 years in BFSI, particularly in Wealth and Asset Management.
- Extensive hands-on experience with JIRA, including advanced workflows, dashboards, and custom reporting.
- Strong understanding of financial instruments, investment lifecycle, portfolio management, and advisory platforms.
- Proven expertise in Agile methodologies; experience running Scrum or Kanban projects.
- Excellent communication, presentation, and stakeholder management skills.
- Experience in mentoring, interviewing, and developing project management talent.
- Exposure to digital transformation, cloud migration, or FinTech integrations is a strong plus.
Preferred Certifications:
- PMP / PRINCE2
- Certified Scrum Master (CSM) / SAFe Agilist
- PMI-ACP or ITIL (optional)
- Project Management Practitioner (PM Practitioner) designation is highly desirable
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