Posted by
Posted in
Sales & Marketing
Job Code
1684760

Job Summary:
- We are seeking an experienced Client Relationship Manager with a strong background in managing Financial Services clients within a Technology Services or IT Services setup.
- The ideal candidate will act as a trusted advisor to clients, ensuring high levels of satisfaction, driving account growth, and aligning technology solutions with business objectives.
- This role requires a blend of relationship management, domain understanding of financial services, and experience working with technology delivery teams.
Key Responsibilities:
Client Relationship Management:
- Serve as the primary point of contact for assigned Financial Services clients (Banking, Insurance, Capital Markets, FinTech, etc.
- Build and maintain strong, long-term client relationships at both operational and senior stakeholder levels.
- Understand client business goals, challenges, and regulatory environments to proactivelyrecommend relevant technology solutions.
Account Management & Growth:
- Own overall account health, including client satisfaction, renewals, and retention.
- Identify opportunities for account expansion, cross-selling, and upselling technology services.
- Partner with sales and pre-sales teams to support proposals, RFPs, and client presentations.
- Map, Build and nurture key stakeholder relationships, gather market intelligence, advisory role and pitch proactive proposals and POC/POV
Delivery & Stakeholder Coordination:
- Work closely with delivery, project management, and technical teams to ensure successful execution of client engagements.
- Monitor service delivery, SLAs, and KPIs to ensure commitments are met or exceeded.
Client Advocacy & Feedback:
- Act as the voice of the client internally, ensuring feedback is captured and addressed.
- Drive continuous improvement initiatives based on client feedback and industry best practices.
Required Qualifications & Experience:
- Bachelor's or Master's degree in business, Technology, Finance, or a related field.
- 10+ years of experience in client relationship or account management roles.
- Proven experience managing Financial Services clients within a Technology Services / IT Services / Digital Transformation environment.
- Strong understanding of Financial Services domains such as Banking, Insurance, Wealth Management, or Capital Markets.
- Experience working with technology solutions such as application development, digital platforms, data/analytics, cloud, or managed services.
- Open to travel within India to meet, build and nurture customer relationship
Key Skills & Competencies:
- Strong client-facing and stakeholder management skills
- Excellent communication, presentation, and negotiation abilities
- Ability to translate business needs into technology solutions
- Strong commercial and financial acumen
- Experience managing complex, multi-stakeholder accounts
- Problem-solving mindset with the ability to manage escalations effectively
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Posted by
Posted in
Sales & Marketing
Job Code
1684760