Title:  Sr. Specialist, Advisory Services

Reporting to: Director, Advisory Services

Industry: Banking, Financial Services

Employment Type: Full-time

Location: Mumbai preferable, other India-based locations will be considered

Start Date: Immediate


Women’s World Banking is looking for a new team member to join our forward thinking, cross-functional, high-performing, collaborative team focused on delivering innovative customer experiences, banking services and products that create business and customer value to serve low-income women.

As the Sr. Specialist, Advisory Services you will lead the design & implementation of advisory solutions in the field in collaboration with our Financial Service Partners. You will be expected to understand business and customer needs, design solutions across functional teams, coordinate & lead sales/ channel teams, last mile marketing & sales agencies and bank stakeholders to ensure smooth implementation and drive project results. This role is responsible for managing projects and providing excellent service delivery for our clients and stakeholders.

The ideal candidate will have a background in banking / insurance / financial services or consulting. You must be a strategic thinker with the ability to see the big picture and propose new ideas for ways of engaging Women’s World Banking’s target audience.



  1. Design of Financial Solutions – in the space of savings, micro-credit, micro-insurance, digital financial services, or last mile  solutions for low income women that are viable & scalable for Financial Service Providers:
    • Develop research based perspective on financial products for low income women – the current context, challenges for women, trends & solutions for increasing financial inclusion of women in this sector.
    • Conduct industry assessments that provide detailed insights into the competitive landscape and best practices; Collect and analyze complex data in the sector that can help define solutions
    • Establish relationships and collaborate with cross-functional teams to understand business and customer needs, continually enhance project processes, service offering and delivery for partners.
    • Identify, scope and find implementation paths for needed product and/or customer experience enhancements;
    • Develop business cases for new product and product enhancements to enable prioritization and justify investments into new and existing products.
  2. Delivery of Solutions in Field across various initiatives, locations and stakeholders- to ensure project milestones and metrics are met. drive execution of solutions for low income women with institution partners.
    • Able to implement project in field across multiple geographies & last mile channels.
    • Establish relationships and work with a cross-functional teams (internal and partner bank’s) to ensure timely delivery of milestones.
    • Coordinate among various external support organisations such as last mile agencies (training, sales promotions etc.) and local government bodies (state / region level) to drive project success.
    • Lead project management including the development, delivery and monitoring of work plans, milestones, targets, budgets, and both internal and external reporting. Projects may vary in number, size and complexity.
  3. Mange & Deepen Relationships with Institutional Partners:
    • Develop, and drive execution of high priority business initiatives, financial products and services for the partner FSPs
      • Establish and maintain positive and constructive relationships with key client contacts
      • Initiate and hand hold the project through all stages of the project
      • Ensure positive client satisfaction results
    • Influence senior management at existing partner institutions to act on insights & data from the field and bring in technical expertise to support key conversations.
    • Be the “voice of the clients” by interpreting the clients’ business plans and strategic intent into the Women’s World banking organization
    • Deepen relationships with existing financial services partners and provide expertise that helps build new relationships and alliances


Required Qualifications:

  • MBA or Master’s degree in related field
  • 10+ years or more experience in banking, financial services, consulting or other relevant role.
  • Experience in business development, relationship management, and project management will be valued
  • Demonstrated ability to execute and successfully manage multiple projects in a dynamic, fast-paced environment
  • Proven collaborative, negotiation, and persuasion skills to influence field teams and senior management at partner institutions
  • Excellent verbal and written communication skills
  • Must be willing to travel extensively within India, and be on-site for extended durations.


Preferred Qualifications:

  • Interest in the field of women’s financial inclusion and economic empowerment
  • Ability to present fact-based recommendations in a clear, logical and concise way to tell a story with the data;
  • Track record of superior creativity and problem solving abilities;
  • Clear, fast business communications expertise including written analysis, meeting management and presentations;


Success within the first 75 days:

  • Embrace Women’s World Banking’s values – Think Big, Own and commit to it, Smarter together
  • Assume full responsibility of the position;
  • Forge positive working relationships with cross-functional staff and fully integrate in the India team
  • Become trained in and fully integrate the use of Women’s World Banking systems and policies into your day-to-day activities;
  • Learn and comprehend the Women’s World Banking business model and work closely with the team to understand and build upon existing plans


We offer comprehensive benefits including

  • Competitive salary & top tier benefits
  • 15+ paid time off days in addition to paid sick days and holidays
  • Company closes for two paid Mental Health and Rejuvenation Weeks per year (July & December)
  • 401(k) with employer match / pension contributions where applicable
  • Company paid professional development opportunities
  • Flexible work options available, including work from home options (outside of fieldwork)