Business Head - BFSI Customer Lifecycle & MarTech Initiatives - Data Analytics Firm

Key Responsibilities:

- Own and lead strategic MarTech, CRM, and Loyalty initiatives for BFSI clients (including Banks, Mutual Funds, Fintech and Insurance firms).

- Develop go-to-market strategies and business plans aligned with client growth objectives and market trends.

- Build and grow strategic client relationships; serve as a trusted advisor and thought leader.

- Drive new business development by identifying opportunities, crafting compelling pitches, and closing deals.

- Lead and participate in pitch presentations, solutioning, and proposal development for prospective clients.

- Drive cross-sell and upsell initiatives within existing accounts by identifying whitespace opportunities and aligning additional services to client goals.

- Lead the design and execution of Customer Lifecycle Management (CLM) strategies to enhance customer experience and maximize lifetime value.

- Collaborate with internal teams-Campaign Management, Digital Marketing, Data Analytics, Data Science, and CX-to ensure seamless execution and innovation.

- Monitor campaign and CRM program performance through data and analytics; derive insights to enhance strategy and execution.

- Leverage MS Excel and dashboard tools to analyze data trends and deliver clear, actionable business insights.

- Stay abreast of the latest trends in MarTech, CRM, Digital Transformation, and BFSI marketing.

- Identify and recommend new tools, platforms, and partnerships that add value to client solutions and differentiate Client

Qualifications & Skills

- 12+ years of relevant experience in CRM, MarTech, Campaign Management, or Loyalty Programs within the BFSI domain.

- Proven track record in business development, client pitching, and revenue growth.

- Strong domain understanding of Banking, Mutual Funds, Insurance, and Financial Services.

- Demonstrated ability to lead cross-functional teams and deliver high-impact marketing solutions.

- Experience in customer lifecycle marketing, retention strategies, and CLM frameworks.

- Excellent communication, interpersonal, and stakeholder management skills.

- Analytical mindset with proficiency in MS Excel and data interpretation.

- Ability to thrive in a fast-paced, performance-driven environment.