Senior Manager – Integration, Acquisitions and Transactions

Overview

Role Purpose

Key Responsibilities

• 1. **Integration Execution and Project Management**
• Assist in creation of and leading coordination of the Group’s integration agenda, covering business, risk, technology, people, and control function dimensions across all relevant entities, working closely with nominated counterparts .
• Undertake and contribute to workstream level diagnostics and opportunity assessment, working in coordination with nominated counterparts in bank, to create integration plans, identify dependencies and assess resolution mechanisms.
• Maintain a structured integration dashboard and assist in providing periodic progress reporting to the Group Head of Strategy and EXCO. Drive disciplined cadence, milestone tracking and issue resolution working closely with bank and target entity counterparts.

1. **Business & Commercial Alignment**

• Contribute to the commercial integration agenda across Retail, Corporate, SME, Wealth, Treasury, and Digital segments, ensuring product, pricing, and distribution strategies are harmonised effectively.
• Gap assessment, diagnostics and assessment of policies, processes, products and tech enablers within target organisation , in close collaboration with bank counterparts, to propose integration strategy across majority of the above areas, and present these recommendations to Head – Integration and senior stakeholders.
• The role is expected to contribute to a majority, if not all workstreams identified above along with overseeing related technological assessment and integration plans at a workstream/ domain level.
• Identify, align and support in activating revenue synergy opportunities, cross-sell potential, efficiency opportunities, and capability uplift across the combined franchise.
• Undertake, with the help of team members, detailed market research and opportunity assessment to support integration plans across above domains.
• Assist in evolving a medium-term business strategy that reflects the combined entity’s growth ambitions and competitive positioning, working with nominated counterparts and target entity management.
• Evolve domain specific technological (incl. data) assessment and resultant integration recommendation, working closely with Tech counterparts.

1. **Governance, Stakeholder & Regulatory Engagement**

• Build and maintain trusted relationships across Group nominated stakeholders for the Integration agenda (providing support as needed), target entity management, regulators (as needed), and external advisors (as needed).
• Coordinate regulatory engagement across relevant jurisdictions, keeping abreast of regulatory requirements in connection with the integration agenda.
• Assist in designing stakeholder communications covering employees, clients, investors, and regulators appropriately informed.
• In coordination with Control functions nominees, evolve governance integration agenda across key control functions involving Risk, Compliance, Internal Audit and Legal, ensuring understanding of entity specific policies and regulatory environment across both geographies.

1. **People, Culture & Change**

• Partner with HR to understand organisational structures and performance models across the two institutions.
• Assist in framing the change and communications agenda.
• Assist in identifying cultural alignment initiatives and developing a talent retention strategy focused on preserving critical capabilities.
• 1. **Value Creation**
• Create and monitor value creation agenda for integration, covering revenue synergies, cost efficiencies, and operating leverage.
• Lead benefit tracking and reporting in connection with the above.

Key Stakeholders

• Head – Integration Unit
• Group Strategy
• Nominated counterparts in Business, Finance, Risk, Technology, HR, Operations, and Legal
• Target Senior Management and Integration Teams
• Relevant regulatory authorities
• External advisors, legal counsel, and transaction support firms

Candidate Profile

• 1. **Experience**
• 5 to 7+ years of progressive experience in strategy consulting or transformation roles within banking and financial services or consulting firms.
• Demonstrated track record in business-led integration, M&A execution, due diligence, large scale transformation across multi-jurisdictional environments.
• Techno functional experience of operating at the cross-roads of banking business and technology functions.

1. **Capabilities & Skills**

• Comprehensive understanding of banking business models, product architectures, and operating structures across retail, corporate, and institutional segments.
• Deep understanding of technological solutions and platforms supporting key banking processes.
• Ability to multi-task and being able to manage diverse and complex workstreams in parallel.
• Excellent communication, presentation and interpersonal skills providing the breadth to work across a diverse and multi-cultural set of stakeholders and leadership.
• High emotional intelligence, cultural sensitivity, and the interpersonal versatility to operate effectively across different business environments.
• Advanced level of project management and time management skills.