Shaping succession planning for senior leaders in a leading financial services company
A leading financial services organization in India recently wanted to strengthen its succession pipeline. Having identified a pool of high-performing senior leaders poised to take the company into its next phase of growth, they needed a structured way to assess potential, uncover development areas, and meaningfully engage this critical talent group.
That’s where they partnered with Jombay to design and deliver a Development Centre — one that combined science, structure, and practical insights.
How the process was designed:
- Grounded in science → The journey began with Jombay’s BPS Certified 27 Echo Personality Assessment, offering a structured lens into behavioral preferences.
- Focused on critical competencies → Senior managers were assessed on Growth Mindset, People Management, Collaboration Spirit, Communication, and Problem Solving.
- Immersive and Hybrid → In addition to virtual assessments, our assessors also facilitated Behavioral Event Interviews and Strategic Group Discussions on the client campus, making the experience engaging and contextually relevant.
- Turning insights into action → Each participant received individual reports and 1:1 debriefs, while a summary report provided the organization with a clear view of collective strengths and development areas.
The Outcome
This wasn’t just a development exercise — it became a powerful engagement for top talent. Senior leaderss walked away with structured feedback and personalized development plans, while the organization gained the clarity it needed to design a robust succession planning program anchored in real data.
If you too are looking for partners in running a Development Journey for your team, feel free to reach out for a quick chat:)
