Senior Business Execution Consultant - Originations and Portfolio Management Transformation-1

Overview

Senior Business Execution Consultant supporting originations and portfolio management transformation, and a nCino/Salesforce Business Analyst / Product Owner (P3 Grade) role working on lending, data and system integrations within Risk and CRM transformation.

What you'll do

• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives.
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations.
• Research moderately complex business, operational, and strategic initiatives requiring analytical skills and understanding of international business.
• Work independently to make recommendations for support function by providing support and leadership.
• Assist in planning and execution of programs and initiatives that may include risk mitigation, efficiency, and customer experience.
• Collaborate and consult with team leaders in developing project plans, policies and procedures.
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners.
• Work with business and tech teams to discover or gather requirements and define solutions.
• Write clear user stories, process flows, and documents.
• Support design and delivery of nCino/Salesforce solutions.
• Work on integrations and ensure correct source to target mapping between systems.
• Use SQL and SOQL to analyze data and support reporting.
• Act as a Product Owner and manage backlog and priorities.
• Run Agile ceremonies like sprint planning and reviews.
• Work with vendors and partner teams to deliver solutions.
• Support testing, data validation, and UAT activities.
• Help business teams during go-live and adoption.
• Fix issues and support improvements after release.
• Create reports and support data-driven decisions.
• Keep track of risks and share updates with stakeholders.
• Look for ways to improve processes and data quality.
• Use AI tools where helpful for analysis and reporting.

What you'll need

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
• MBA (Finance preferred) or similar education/experience.
• 10+ years of experience in banking, consulting, or financial services.
• Strong experience in nCino/Salesforce projects.
• Experience working as a Business Analyst or Product Owner.
• Good knowledge of SQL and SOQL.
• Knowledge of Risk Management and CRM domain.
• Experience in system integrations and source to target mapping.
• Understanding of lending and banking processes.
• Strong problem-solving and analytical skills.
• Good communication skills.
• Ability to work independently and manage stakeholders.
• Able to use AI tools for basic tasks like summaries and analysis.
• Think carefully and validate AI outputs before using them.
• Understand data privacy and use AI responsibly.
• Be open to learning new tools and technologies.

Nice to have

• nCino/Salesforce certification.
• Experience working on large transformation programs.
• Experience in Agile projects.
• Exposure to integration and platform work.
• Experience with reporting and data analysis.
• Experience in UAT and release support.
• Comfortable with tools like Excel, PowerPoint, Visio or Draw.io.
• Good attention to detail and data quality.
• Ability to explain things clearly to different teams.

Details

• Location: Hyderabad, India.
• Posting end date: 11 Nov 2026.