Confidential mandate
Technology Committee Adviser — Core Modernisation, NBFC
Planned Hiring / New
A diversified lender seeks an independent adviser to help its technology committee choose a core-modernisation path while protecting collections, treasury and regulatory reporting continuity during migration.
The mandate
The committee has debated replacement, progressive decomposition and managed-service migration for three planning cycles without resolving the trade-off between speed and operational fracture. A growing product catalogue now makes deferral itself an expensive choice.
The adviser will allocate three days monthly to architecture challenge, migration-readiness review and committee attendance. A document concerning a release gate or vendor commitment must receive an initial response within one business day and detailed comments within four.
The twelve-month term covers target-state approval and the first migration wave and is not renewable under this mandate. The role has no line authority, programme-director power, executive accountability or vendor-selection vote.
The adviser may retain at most two other significant clients. Current service to another diversified lender or to a core-platform, systems-integration or managed-services bidder is a disclosable conflict and may require exclusion from selected papers.
Why the board wants this voice
Internal architects are credible but carry the history of earlier design choices. Business leaders want a rapid replacement, while operations fears uncontrolled reconciliation risk. The board needs someone who has lived through a lender migration and can challenge every side from evidence.
What you will own
- Test whether each modernisation option addresses the actual constraints in product configuration, ledger integrity and servicing.
- Challenge migration sequencing across origination, collections, finance, treasury and regulatory feeds.
- Press management to quantify dual-run cost, reconciliation tolerance and rollback feasibility.
- Shape committee gates around proved data quality, operational rehearsal and customer-impact thresholds.
- Examine vendor estimates for dependency omissions, proprietary lock-in and unsupported customisation.
- Guide scrutiny of the internal decision rights required when architecture and delivery teams disagree.
- Advise the chair on evidence needed before approving the first live portfolio move.
Candidate qualifications
- 22–28 years in lender technology, core platforms or enterprise transformation at CIO or director level.
- Direct accountability for at least one core migration involving lending ledgers and collections operations.
- Demonstrable experience governing parallel run, data reconciliation, cutover and rollback decisions.
- Strong knowledge of modular lending architecture, integration, finance controls and regulatory-data dependencies.
- Prior board or investment-committee exposure on a programme exceeding ₹100 crore.
- Freedom from commercial arrangements with likely product and integration bidders.
Non-negotiables
- Three days monthly in Chennai and attendance at every scheduled committee gate.
- Four-business-day turnaround on complete architecture or release-gate packs.
- No vendor commission, implementation role or assurance signature under the advisory retainer.
- Written disclosure of lender, core-platform and integrator relationships before appointment.
- 49 words maximum. Which lender core migration did you advise or lead, and what evidence determined its cutover sequence?
- 49 words maximum. Which platform vendors, integrators or competing lenders create a conflict that must be disclosed?
- 49 words maximum. Can you maintain three monthly days through target-state approval and the first live migration wave?
This mandate is confidential. The client is named only under a mutual NDA, and your own record is never listed, sold or shown to a company under your name until you release it for this specific mandate.