Cluster Head - BFSI - P&L Leader - Mumbai

Posted 11 day

Profit & Loss Account Developement Sales Client Relationships Strengthening CRM software ERP Software
Information Services
Mumbai India



  • Manage and lead client relationships to ensure delivery as per contract, revenue management and optimal engagement.
  • Oversee and participate in the Development of a client account strategy aligned to the overall vertical/ practice strategy.  
  • Interact with the client leadership and review industry trends to identify opportunities within account(s) with the support of Service Line (SL), corporate and sales enablement teams 
  • Identify and create new opportunities for growth in the account(s) by leveraging differentiated value propositions to shape sales opportunities.
  • Proactively lead sales pursuits to capture maximum share of revenues from emerging business opportunities.
  • Develop client specific annual account plan through customer insights along with the key solutions, activities and planned revenue. 
  • Incorporate and drive key our clients initiatives and priorities in the account strategy such as Digital etc. 
  • Drive the farming targets within the client account and hunting targets for opportunities in the assigned new clients, if applicable.
  • Develop resource plan for the client account aligned to the growth strategy and opportunities.
  • Drive revenue growth within the client account.
  • Use client network and market intelligence including competition information to identify and set priorities for competitive offerings and solutions.  
  • Close the maximum possible order bookings to secure future revenue streams by leveraging expertise of service lines and accelerators.
  • Showcase & leverage other our clients Organizational Units capabilities to the client to influence and develop mindset to purchase and push for higher value services and solutions in line with our clients value-added offerings
  • Conduct periodic account intelligence to see where new solutions can be build-in/ proposed and identify key improvement initiatives in existing solutions.
  • Partner with client and all internal stakeholders (pre-sales team especially) from project proposal/ RFP stage to project deployment stage and bring client perspective to the solution selection to ensure client requirements are met  
  • Conduct periodic account intelligence to seek an opportunity to incorporate our clients differentiators in the deals to influence the win ratio.
  • Develop, manage and leverage relationships and networks in the client organization.
  • Identify key decision makers in client organization and industry to develop and strengthen relationships with them and become a trusted advisor for them. 
  • Drive and lead Client Review meetings/ QBRs to regularly review project performance dashboards/ report. 
  • Lead proposal development, negotiation and commercial terms for new opportunities and seek approvals for non-standard pricing, terms, and conditions.
  • Proactively drive collections from the account as per cash-flow plan and interact with business finance team for the collection status.
  • Discuss and resolve escalation points and course correct as required for high customer satisfaction and better quality of experience.
  • Be the SPOC for the client within our clients and provide client intelligence for projects across geographies. 
  • Communicate progress against account plan and other related developments to all relevant stakeholders.
  • Ensure adequate level of customer engagement activity and balance of customer engagement across Business/IT/CXO/Management/Operations.
  • Delivery Management across the client account as well as New Age Ecosystem and Digital technology deployment within client account.
  • Monitor and review execution of deals in the client account as per defined quality and process standards.
  • Review the delivery plans to ensure alignment with the project charter. 
  • Monitor and review delivery dashboards/ MIS and key matrices.
  • Manage and support resolution of client escalations/disputes related to delivery of solutions/ projects due to deviations.
  • Plan and drive initiatives and actions to be taken to achieve cost optimization and improve service standards. 
  • Participate in quarterly demand forecasting and resource planning aligned to requirements of the client. 
  • Interact and engage with the client leadership to communicate and update progress on account plan, project delivery, foreseeable risks/ obstacles. 
  • BU Delivery/ Ecosystem Leadership to resolve critical fulfillment challenges or for support required from outside the vertical. 
  • Drive assembly of the right team to deliver on account by providing clarity and support to delivery/WMG team in identification of appropriate resources for client interfacing roles as required 
  • Drive delivery led growth across projects by leveraging differentiated value propositions and value add offering for a higher share of client’s business. 
  • Conduct progress review meetings internally to develop delivery oversight, tap issues or escalations with the client servicing teams across geographies.  
  • Conduct regular checks with client-side teams to review client satisfaction indices.  
  • Ensure timely invoicing, clearing any outstanding as per deal contract. 
  • Incorporate Solution Management for the client through a win-win proposition.
  • Showcase our clients solutions as a strategic fit for the customer organisation through workshops, presentations and executive meets. 
  • Ensure that solutions and delivery road maps align with customer requirements.
  • Support the solutions teams with customer perspectives and competitive intelligence to develop new vertical and horizontal solutions.
  • Demonstrate our clients pro's leadership in external conferences, meets and seminars, by presenting thought leadership and connecting with key customers.
  • Position and introduce new GTM offerings and solutions Team Management and Leadership Experience.


  • Experience range of 20 to 28.
  • Bachelors in Engg, IT Bsc.
  • Coming from a BFSI domain background.