Process and Service Excellence team

About The Role : 

Job Title:

Process and Service Excellence team (PSXT), AS

LocationMumbai, India

Corporate TitleAS

Role Description

- Process and Service Excellence team (PSXT) is part of the PB Operating Model function under the global PB Chief Operating Office. The purpose of the team is to combine process know-how with operational improvements and automation capabilities. The objective is to increase client satisfaction and capture operational efficiencies by front to back digitalization, automation and non-tech process improvements in close collaboration with key stakeholders.
- PSXT strives to link the overall PB strategy to client journeys, product offering, IT platform and organizational set-up by ensuring a process design with E2E views & cost transparency. We work closely with Process Owners and the Transformation organisation across the PB division and rive accountability, ensure stakeholder alignments, deliver process and service enhancements, take care of communications, employee engagement and feedback loops for continuous process improvements.
- We are looking for a proactive and detail-oriented

Junior Process Excellence Analyst (Associate) to join our Process and Service Excellence team (PSXT) in the Private Bank division. This role is ideal for a candidate eager to strengthen business analysis skills within a dynamic and international financial services environment. You will support the team in analysing and improving key private bank processes and ensuring alignment between stakeholders and project goals.

What well offer you

As part of our flexible scheme, here are just some of the benefits that youll enjoy

- Best in class leave policy
- Gender neutral parental leaves
- 100% reimbursement under childcare assistance benefit (gender neutral)
- Sponsorship for Industry relevant certifications and education
- Employee Assistance Program for you and your family members
- Comprehensive Hospitalization Insurance for you and your dependents
- Accident and Term life Insurance
- Complementary Health screening for 35 yrs. and above

Your key responsibilities

- Assist process and service excellence initiatives, projects or key workstreams.
- Help analysing processes with the aim to increase client experience and automation, reduce costs and processing times by considering target architecture and process design principles.
- Work with team members and stakeholders to help identifying inefficiencies and support the development of optimized to-be processes.
- Contribute to establishing and/or maintaining an organized process documentation repository.
- Support senior analysts and process owners in gathering information and collecting data points about existing business processes and services to prepare their analysis.
- Assist in identifying capability gaps and improvement opportunities.
- Organise and contribute to meetings, workshops, and interviews with internal stakeholders including process owners, front-office, operations, and compliance teams.
- Take accurate notes and action items from meetings and support follow-ups.
- Help prepare presentation materials, stakeholder summaries, and project status reports.
- Maintain version control of documents and ensure traceability of requirements.

Your skills and experience

- Bachelors degree in Business, Finance, Information Systems, or a related discipline.
- 46 years of relevant work experience, preferably within financial services.
- Basic understanding of personal banking, private banking or wealth management concepts is a strong plus.
- Six Sigma Yellow Belt or equivalent certification (beneficial).
- Exposure to business analysis practices, process documentation, or project support.
- Familiarity with tools such as Microsoft Excel, Visio, PowerPoint and collaboration tools.

Key Competencies:

- Strong attention to detail and eagerness to learn.
- Clear communicator with good written and verbal skills.
- Ability to manage multiple tasks and priorities effectively.
- A collaborative mindset and willingness to support team goals.
- Analytical thinker with curiosity about improving how things work.