Job description

Location:
Mumbai
Department:
Guernsey
Division:
IBP Digital and Technology
Employment Type:
Full time
Salary:
Competitive

D365 Product Owner (13064)

Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

Roles and Responsibilities:

This role is a Dynamics 365 Product Owner & Functional Consultant with responsibility for ownership of Microsoft Dynamics for Investec Channel Islands; documenting requirements, designing, configuring and delivering Microsoft Dynamics solutions that support core banking operations, customer relationship management, and regulatory requirements. This role bridges business needs and technical delivery, ensuring that Dynamics platforms are aligned with banking processes and compliance standards.

Business Analysis & Stakeholder Engagement

Engage with business stakeholders across retail, corporate and digital banking teams to gather and document requirements.
Translate business needs into functional specifications and solution designs.
Facilitate workshops, gap analysis, and process mapping sessions.

Solution Design & Configuration

Configure Microsoft Dynamics (Dynamics 365 CRM, Customer Service, Sales, or Finance modules) to meet business requirements.
Design end-to-end solutions aligned with banking workflows such as onboarding, KYC, loan processing, and customer servicing
Ensure solutions follow best practices and are scalable and secure.

Implementation & Delivery

Lead or support full lifecycle implementations including design, build, test, and deployment
Collaborate with technical consultants and developers to ensure correct system integration
Participate in data migration, system testing (UAT),and release management.

Compliance & Risk Awareness

Ensure solutions align with financial regulations, data protection, and internal risk frameworks.
Support audit processes and maintain proper documentation.

Support & Continuous Improvement

Provide post-implementation support and troubleshoot functional issues.
Identify opportunities for process improvement and system optimisation.
Deliver user training and documentation.

Core Skills and Knowledge:

Strong experience with Microsoft Dynamics 365 (CRM and/or Finance modules)
Solid understanding of banking processes such as: Customer onboarding and KYC, Loans and credit lifecycle.
Customer servicing and case management.

Business & Consulting Skills

Requirements gathering and documentation of user stories.
Process mapping and business analysis.
Stakeholder management in complex environments.

Technical Awareness

Understanding of integrations (APIs, middleware, core banking systems)
Familiarity with data models, workflows, and reporting tools within Dynamics
Awareness of Azure ecosystem is benficial.

Preferred Experience:

Microsoft Certified Azure Fundamentals
Microsoft Certified Power Platform Fundamentals
Microsoft Certified Dynamics 365 Fundamentals
Microsoft Certified Dynamics 365 Customer Service Functional Consultant
Business Analysis qualifications.

Preferred experience:

2 years or more experience working within the banking sector.
2 years or more experience in a similar role with an in-depth understanding of change environment.
Having or proactively developing strong product expertise in Microsoft Dynamics/Power Platform and understanding of the Banking industry.
Experience of working in an Agile change environment.
DevOps experience.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

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.

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!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their 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.