Exl Service

Partner, Banking & Financial Service Consulting Lead

US
ID
2017-3982
Type
Regular Full-Time
Job Code
EXLC Lead (BF&S)

Overview

EXL is a New York-based publicly traded operations management and analytics leader that drives business impact through technology, industry-specific knowledge and a unique delivery model. EXL serves Fortune 1000 companies across the globe in many industries including insurance, healthcare, banking and financial services, utilities, travel, and transportation and logistics.

 

Over the past 16 years, EXL has worked as a strategic partner and won awards in its approach on helping its clients solve business challenges such as streamlining business operations, taking products to market faster, improving corporate finance, building models to adapt to new regulations, turning volumes of data into business opportunities.

 

EXL has approximately 24,000 professionals in 32 global delivery centers throughout the U.S., Europe and Asia. The business operates within numerous industry verticals including banking and financial services, healthcare, L&A insurance, P&C insurance, transportation and logistics, travel and leisure, and utilities.

Responsibilities

Partner, Banking & Financial Services Consulting Lead, will be responsible for developing and executing strategies for existing client portfolios to ensure growth and profitability, effectively manage client relationships, facilitate delivery and drive client and employee satisfaction. The Partner is responsible for achieving the assigned annual revenue quota by actively managing the client relationship. This includes:

 

  • Drive the creation and execution of strategic account plans; with internal teams for assigned accounts to achieve revenue growth and profitability targets
  • Work to increase revenue by identifying additional products to complement what is currently sold to the existing customer base
  • Translate clients’ strategic requirements into EXL-enabled solutions. Work with others to achieve better results and forge close working relationships and alliances in order to get things done (for the client)
  • Experience in handling multiple accounts; proven experience in managing accounts / portfolio ranging from $7m to $20m and greater
  • Will be responsible for growing the business (client business)
  • Continuously keep track of client needs, gauge client satisfaction and expand client contacts
  • Establish and build strong working relationships with business leaders and team members to ensure the successful delivery of services to your customers
  • Act as a database manager for client documents including SOWs
  • Handle client reporting (both qualitative and quantitative)
  • Position EXL as a strategic partner, trusted advisor and value-creator
  • Change the sales approach or solution to accommodate customer versus force fitting solutions to an existing model
  • Understand the financial impact of developments on the industry and company
  • Be the “Executive face of EXL” and solicit ongoing feedback
  • Orchestrate EXL’s services into solutions that meet client’s business objectives, while delivering measurable results
  • Work closely with delivery teams to meet and exceed client expectations, and resolve relationship and/or operations issues in a timely manner
  • Identify, qualify, develop and close Consulting engagements within the account
  • Participate in industry events, trade shows, conferences and/or other marketing events as necessary

Qualifications

  • Effectively and proactively managed client’s expectations, built deep client partnerships, and developed excellent communication and executive presence to connect at all levels in the organization.
  • Experience in managing & growing long term complex multimillion dollar accounts; services or solutions
  • Broad functional knowledge within the sector and the ability to connect with a variety of executive level stakeholders on their specific pain-points; build meaningful internal and external relationships.
  • Strong sales process & operations skills (pipeline, forecasting, budgeting, etc.)
  • Strategically minded and able to create a consultative and solution-minded sales environment.
  • A forward & innovative thinker constantly focused on shaping the organization to meet and anticipate both near and long-term business issues
  • Demonstrated ability to work in a multicultural global environment
  • Experience in a similar vertical / domain; having managed relationship at CXO level
  • Proven track record of success meeting revenue goals and managing multiple clients
  • High level of proficiency with Microsoft Excel, Word and PowerPoint
  • Strong verbal and written communication skills
  • Excellent organizational and prioritization skills
  • Ability to think strategically, creatively, and analytically
  • Exceptional work ethic, ability to perform under pressure, meet deadlines Ability to build effective working relationships with others inside and outside the organization

 

EDUCATION & EXPERIENCE

  • Bachelor’s degree from an accredited institution, graduate degree a plus.
  • Preferably MBA
  • 12-15 years of experience in supporting Banking & Financial Service clients on consulting programs / projects and account / relationship management

EEO Statement

EEO/Minorities/Females/Vets/Disabilities

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