Client Partner – Banking & Financial Services
Core
Drive client relationships, account growth, and strategic business development for key banking accounts while supporting business unit operations.
Role type
Senior Client Partner (Banking & Financial Services)
Builds
Consulting and technology services for financial institutions
Domain
Banking & Financial Services, IT Services, Consulting
Deliverable
client delivery
Required skills
IT Services sales, Banking domain knowledge, strategic account management, stakeholder management, proposal development, pipeline management, executive engagement
Preferred skills
Business unit operations support, AI/GenAI familiarity, Tier-1 bank experience, MBA
Technologies
Cloud, AI/GenAI, Data platforms
Responsibilities
Build and maintain relationships with client executives and technology leaders; Drive account growth through mining, cross-selling, and upselling; Identify and qualify opportunities in digital transformation and modernization; Partner with delivery teams on proposals; Support contract negotiations and SOW development; Manage sales pipeline and revenue forecasting; Coordinate leadership reviews and business planning; Prepare executive presentations and management reports.
Seniority
Senior, hands-on IC with strategic account ownership
