Job description

  • Location:
  • Department:
    UK Offshore India - ESP
  • Division:
    IBP Digital and Technology
  • Employment Type:
    Full time
  • Salary:

D365 Functional Consultant (UK Offshore - IT: Mumbai) (8238)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Job Description

One Client Platform (OCP) is Investec's digital backbone. It aligns business units and unifies Marketing, Sales, Onboarding, Origination and Servicing journeys, to build a 360 degree view of the client for One Investec. Microsoft Dynamics 365 (D365) is at the heart of OCP.

This role is a D365 Functional Consultant within the OCP team, with responsibility for delivery into Investec businesses located outside of India, intially in the Channel Islands. The role will be involved with the full life cycle from business requirements, analysis, D365 development, QA, implementation, through to ongoing user and technical support.

Key accountabilities / responsibilities:

•    Business process mapping, modelling and documentation knowledge
•    Develop, design, and implement Microsoft Dynamics 365 solutions as part of both project-focused and business as usual work streams
•    Deployment, upgrades, and production support on systems for the application
•    Manage business change i.e Workforce Engagement, Change Impact Assessment, Change Readiness & Training Plans
•    Analysing & documenting integration mappings
•    Low-code automation (workflows, business rules, power automate)
•    Facilitating workshops, gathering, and documenting requirements, translating requirements into business processes and creative thinking.
•    Continually develop your knowledge of new functionality in the Microsoft platforms, keeping on top of roadmaps, studying for certifications and being ahead of the curve regarding what the future holds and how it can benefit our end users.

Relevant skills, experience & attributes:

•    Strong product expertise in Microsoft Dynamics and a deep understanding of the Banking industry
•    Experience of working as part of an offshore team, engaging with technical and non-technical stakeholders in other locations and timezones
•    A proven ability to develop and manage relationships with key stakeholders 
•    A clear ability to understand and extract stakeholders & clients' needs and document these thoroughly 
•    Experience using project management tools (DevOps & Confluence)
•    Worked with Microsoft Dynamics CRM front-end configuration (Version 9 & Unified Interface required)
•    Experience in a similar role with an in-depth understanding of key project methodologies (agile/ scrum)
•    Experience working within the financial sector
•    Ability to work with & produce key project artefacts (functional design specifications, process maps, data flows and wireframes)
•    Full lifecycle experience on CRM or ERP based programmes within Microsoft Dynamics 365 
•    Flexible attitude, critical thinking, ability to leverage technology to solve business problems 
•    Excellent communication skills and attention to detail
•    Ability to manage & prioritise workload to meet deadlines 
•    Comfortable running workshops, delivering training and producing training documentation
•    Self-starter and proactive attitude 
•    Analytical with excellent problem-solving skills and an ability to work and perform in an agile environment with flexibility to change

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Close map
607, 6th Floor, The Capital, A – Wing, Bandra Kurla Complex, Bandra East, Mumbai, India, 400051
We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing the application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options’ link at the top of the page. The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.

Meet the recruiter

Jyothi Cherian


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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