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536
Applications:  106
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Job Code

1710953

Director - Client Partner - BFSI

Optegral Advisory Services.10 - 19 yrs.Mumbai
Posted 1 month ago
Posted 1 month ago

The Client Partner is a pivotal growth leader, owning the strategic direction, P&L, and long-term value creation for marquee BFSI accounts. This role operates at the intersection of business and technology, advising CXOs on reimagining their enterprises through digital, data, and AI-led transformation. As a master orchestrator, the Client Partner mobilizes the full strength of the organization spanning consulting, engineering, data, and ecosystem partners to deliver high-impact, future-ready solutions. Success in this role is defined by the ability to unlock new growth horizons, shape industry-leading transformation agendas, and build enduring, boardroom-level partnerships.

Core Responsibilities Client Partner (BFSI | IT Services, Data & AI)

Account Ownership & P&L Management:

- Own the overall account strategy, including revenue growth, profitability, and long-term value creation for strategic BFSI clients.

- Drive portfolio-level financial planning, forecasting, and margin expansion initiatives.

- Balance growth investments with profitability to ensure sustainable account performance.

- Govern financial outcomes in close partnership with delivery and finance teams.

CXO Engagement & Strategic Advisory:

- Build and deepen relationships with CXOs (CIO, CTO, CDO, COO, and Business Heads).

- Act as a trusted advisor on digital, data, and AI-led transformation agendas.

- Influence client priorities across technology, data, and innovation roadmaps.

- Position the organization as a strategic transformation partner rather than a services provider.

Revenue Growth & Account Expansion:

- Drive account mining through consultative selling and value-based engagement.

- Identify and develop opportunities across digital transformation, data & AI, and platform-led solutions.

- Create and execute structured account plans with clear growth levers and pipeline visibility.

- Orchestrate internal teams to convert opportunities into scalable, revenue-generating engagements.

Business Development & Deal Leadership:

- Originate and lead large, strategic deals across digital, cloud, data, and AI transformation programs.

- Define win strategies, client positioning, and commercial constructs for key pursuits.

- Orchestrate presales, consulting, and solution teams to develop differentiated, outcome-led proposals.

- Lead executive-level discussions, negotiations, and successful closure of complex deals.

Delivery Governance & Client Assurance:

- Provide executive oversight and governance across engagements in partnership with delivery leaders.

- Ensure alignment to client objectives, business outcomes, and contractual commitments.

- Monitor SLA/KPI performance through structured governance and drive timely interventions.

- Act as the escalation point to ensure resolution and sustained client satisfaction.

Risk, Compliance & Regulatory Alignment:

- Ensure alignment with regulatory and compliance requirements (including RBI, data privacy, and AI governance).

- Provide oversight on risk management and audit readiness in collaboration with delivery teams.

- Act as an escalation layer for critical compliance, risk, or contractual matters.

- Build client trust through proactive governance and transparency.

Cross-functional Leadership:

- Orchestrate cross-functional teams across delivery, consulting, data, AI, and alliances.

- Align internal stakeholders to deliver a seamless and integrated client experience.

- Mentor account teams to drive performance, ownership, and accountability.

- Foster a collaborative, client-centric, and growth-oriented culture.

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Job Views:  
536
Applications:  106
Recruiter Actions:  0

Job Code

1710953

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