Job description The primary role of the Financial Services Director is to lead teams across various types of M&A pre- and post-deal work and make direct contributions to clients by assisting them on planning and execution related elements in a deal / M&A scenario. The primary responsibilities of the role would include: Business Development and Team building: Support in developing new business across Diligence, integration, carve-out, synergy assessment areas Lead and work on proposals, thought leadership, other practice initiatives Building and leading team for the Financial Services Community of Practitioners (CoP) Support in training team across various Financial Services M&A capabilities Integration / carve-out support: Understand the integration or carve-out vision and strategy set out in the deal objectives Work with C-suite executives, business and internal firm stakeholders to identify guiding principles Evaluate the strategic and commercial feasibility of a deal / transaction including relevant synergies Evaluate the current business capabilities and identify red flags on operational issues/risks Assess the Post deal consolidation and transformation opportunities. Lead the Integration Management office (IMO) for end-to-end program management of work streams involved in the Integration/ carve-out process Identify the target operating model, organization construct and governance model for NewCo Undertake detailed functional planning (e.g. Sales and Marketing, Products, Operations, Procurement, Finance, IT, HR, Credit, Risk, etc.) for Day 1 /100 and End states Support delivery of functional plans Establish Day 1 / Day 100 checklists and workplans Assess the TSA requirements, prepare TSA schedules and TSA exit strategies Cost modelling for one-time and recurring costs due to integration / separation (stranded cost, standalone costs as applicable, etc.) IT integration /carve-out support for post-deal activities: Program / Integration/ Transformation management office planning and readiness Day 1 / 100 Readiness planning Assess the IT landscape and identify the areas of synergies / dis-synergies Vendor evaluation and selection IT spend analysis (including vendor contract reviews for any hidden transactional costs), provide recommendations on the cost efficiencies Bid formulation and vendor management Cutover planning and run-book preparation Facilitate execution of the post deal integration of IT operations and organization Synergy / dis-synergy assessment & delivery: Identify areas of potential synergies / dis-synergies and establish the degree of integration required Define road map for delivery of synergies and advise on synergy benefits tracking Work with functional leads on Synergy realization Operational Diligence delivery: Identify areas across which diligence needs to be undertaken Break down operations into various elements of the value chain Identify processes and systems to be studied as part of diligence Lead and task team to execute the diligence effort Present findings to client and address relevant queries Qualifications A strong and demonstrated interest in consulting specially in thinking through large and complex exercises with 12+ years of relevant experience Candidate should have relevant client facing M&A experience in serving Financial Services players Banks/Insurance companies / NBFCs / Fintechs Prior experience in leading business development, from opportunity identification to conversion into sales, building and managing client relationships Prior experience in driving and managing client engagements and programs. Experience in operating with senior level stakeholders on a daily basis Experience of contributing in large technology led transformation programs Competency in at least one or more of the following technical disciplines: enterprise systems implementation, IT architecture and infrastructure management, post-merger IT integration, carve-out separation, process reengineering Past experience of deal delivery or project management experience with vendor management is necessary Excellent academic credentials for both undergraduate and graduate coursework. MBA preferred Outstanding interpersonal and communication skills, both written and verbal Leadership qualities and the ability to mentor and build high performing teams Great presentation skills Strong advanced MS Excel and MS PowerPoint skills Key Skills Develop self by actively seeking opportunities for growth, share knowledge and experiences with others Understand objectives for clients and, align own work to objectives and set personal priorities Build relationships and communicate effectively in-order to positively influence peers and other stakeholders Good networking and influencing skills Good business awareness, understanding the broader context in which delivery has an impact on overall business performance Confident leadership and influencing style, being able to make an immediate impact with client stakeholders Show more Show less

Job description The primary role is to make direct contributions to the engagement team by assisting clients on Organization Readiness and Consolidation in a deal / M&A scenario. The primary responsibilities of current role may include: Organization readiness in a post deal integration: Understand the integration vision and strategy set out in the deal objective Work with C-suite executives, business and internal firm stakeholders to identify integration guiding principles Identify the target operating model, organization construct and governance model for the consolidated entity Evaluate the considerations for organization readiness for interim (Day 1 /100), desired end state Establish Day 1 / Day 100 checklists and workplans Contribute in Integration Management office (IMO) for end-to-end program management of workstreams involved in the Integration process Integration support for post-deal activities: Program / Integration/ Transformation management office planning and readiness Day 1 / 100 Readiness planning Assess the IT landscape and identify the areas of synergies / dis-synergies Vendor evaluation and selection IT spend analysis (including vendor contract reviews for any hidden transactional costs), provide recommendations on the cost efficiencies Bid formulation and vendor management Facilitate execution of the post deal integration of IT operations and organization Carve-out and separation: Develop the separation strategy and assess the separation readiness Evaluate financial and operational entanglements / interdependencies Identify the operating model, organization construct and governance model for the re-structured entity Evaluate the considerations for organization readiness for interim (Day 1 /100) and desired end state Establish Day 1 / Day 100 checklists and workplans Contribute in managing the Separation Management Office (SMO) across the workstreams Assess the TSA requirements, prepare TSA schedules and TSA exit strategies Cost modelling for one-time and recurring costs due to separation (stranded cost, standalone costs etc.) Define step- wise separation road map Commercial and Operational Diligence and Transformation: Evaluate the strategic and commercial feasibility of a deal / transaction Evaluate the current business capabilities and identify red flags on operational issues/risks Assess the Post deal consolidation and transformation opportunities Leverage industry best practices and Deloitte accelerators to define methodological approach to consolidation / separation Undertake detailed functional integration planning (e.g. Sales and Marketing, operations, Supply Chain, Finance, IT, HR etc.) for Day 1 /100 and End state Support delivery of functional plans Synergy / dis-synergy assessment & delivery: Identify areas of potential synergies / dis-synergies and establish the degree of integration required Define road map for delivery of synergies and advise on synergy benefits tracking Work with functional leads on Synergy realization Qualifications A strong and demonstrated interest in consulting specially in thinking through large and complex exercises Prior experience in driving client engagements and programs. Experience in dealing with clients on a day-to-day basis and managing client interactions independently Experience of contributing in large technology led transformation programs Experience of contributing in large high-pressure engagements, M&A experience is preferred Competency in at least one or more of the following technical disciplines: enterprise systems implementation, IT architecture and infrastructure management, post-merger IT integration, carve-out separation, process reengineering, offshoring, and outsourcing is preferred Past experience of deal delivery or project management experience with vendor management is preferred Excellent academic credentials for both undergraduate and graduate coursework. MBA preferred Strong advanced MS Excel and MS PowerPoint skills Outstanding interpersonal and communication skills, both written and verbal Leadership qualities and the ability to mentor junior consultants and analysts Willingness and ability to take initiative and learn independently This role involves travel Show more Show less

Visara Partners is retained by our esteemed client a top notch global MNC in Business Consulting Services. We are looking for a strategic sales leader with an outstanding track record in enterprise-level value selling, marketing, and relationship building. A globally renowned loyalty rewards and engagement solutions provider is seeking an exceptional Vice President of Enterprise Sales to lead its India operations and transition into the India CEO role within the next few years. About the Organization: A global leader with a rich legacy in loyalty rewards and engagement, trusted by over 50% of Fortune 500 enterprises. Delivering bespoke solutions that enhance employee engagement, customer loyalty, and business performance across diverse industries. Collaborates with some of the most prominent brands globally, delivering premium value and innovation-driven results. The Role: As the Vice President of Enterprise Sales, you will drive strategic marketing, relationship-building, and value-based sales to large enterprises (5,000 to 100,000+ employees). This role provides a unique opportunity to grow into the position of India CEO, shaping the organizations vision and strategy for the region. Key Responsibilities: Develop and execute strategic marketing and sales plans tailored to meet the needs of large enterprise clients. Influence key stakeholders, including CXOs and decision-makers, to position the organization as the preferred partner for loyalty and engagement solutions. Build and nurture long-term client relationships through strategic influencing and consultative selling. Lead and inspire a high-performing sales team to achieve ambitious revenue targets. Collaborate with cross-functional teams to deliver seamless and impactful client solutions. Ideal Candidate Profile: 10+ years of senior leadership experience in B2B enterprise sales, with an emphasis on strategic marketing and relationship-building. A track record of successful value-based selling to large enterprises (5,000+ employees). Expertise in strategic influencing and great story telling and custom solution competence to drive business decisions and build trusted partnerships. Strong leadership and team-building capabilities, coupled with entrepreneurial vision. Results-oriented, with the ability to align organizational goals with client success. Strategic Marketing Expertise Ability to develop and execute impactful marketing strategies tailored to the unique needs of large enterprises. Proficient in understanding market trends, customer behavior, and competitive landscapes to position the organization as a leader in loyalty and engagement solutions. 2. Strategic Influencing Skilled in building trust and influencing C-suite executives and other decision-makers within enterprise clients. Demonstrates the ability to advocate for solutions effectively, aligning them with the business objectives and priorities of stakeholders. 3. Value-Based Selling Expertise in consultative and value-driven sales approaches, articulating the tangible and intangible benefits of premium solutions. Proven success in creating customized solutions that address client pain points and drive measurable results. 4. Relationship Building and Leadership Exceptional relationship-building skills to foster long-term partnerships with enterprise clients. Strong leadership qualities to inspire and mentor teams, ensuring alignment with organizational goals and client success. 5. Visionary Leadership with Entrepreneurial Acumen Demonstrates foresight and entrepreneurial thinking to drive business growth and innovation. Capable of transitioning into a CEO role, with a clear vision for steering the organizations future direction in a competitive and evolving market. What We Offer: An accelerated career path leading to the India CEO role within 2-3 years. The opportunity to work with some of the most prestigious global brands and drive meaningful impact. A collaborative and innovative work culture, committed to excellence and client success. A highly competitive compensation package, including performance incentives and long-term growth prospects. Are you ready to lead and transform the future of loyalty rewards and engagement in India? We invite visionary leaders with a passion for strategic marketing, influencing, and relationship-building to apply for this prestigious role. Show more Show less