BFS – Domain Consultant

Cognizant

Chennai District

Hybrid

INR 4,000,000 - 7,000,000

Full time

5 days ago
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Job summary

Cognizant is seeking a Banking & Financial Services Consultant – Business Development to drive revenue growth, translate deep domain knowledge into compelling value propositions, and manage complex sales cycles in the CX-CRM space.

You will coordinate with consulting, technology, delivery, legal, and finance teams, while developing account growth strategies and maintaining accurate pipeline data. Hybrid role with offices in Bengaluru, Chennai, or Hyderabad.

Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration or related field.
  • 10-12 years of progressive experience in business development, sales or client management within BFSI or consulting.
  • Proficiency in consultative selling and in modeling ROI / business cases.
  • Excellent communication and executive stakeholder engagement.
  • Familiarity with KYC/AML and data privacy in CRM design.

Responsibilities

  • Serve as BFSI SME across multiple banking segments and ensure CX-CRM solutions fit regulatory needs.
  • Design customised pitches, RFP responses, and demonstrations highlighting ROI and differentiation.
  • Lead cross-functional proposal teams and negotiate terms with legal and finance.
  • Develop account growth strategies and represent the firm at industry events to generate leads.
  • Provide market intelligence, mentor BD analysts, and maintain CRM hygiene for leadership reporting.

Skills

BFSI domain knowledge
Consultative selling
Executive stakeholder engagement
Deal negotiation
CRM / CX platforms

Education

Bachelor's degree in Finance, Economics, Business Administration
MBA

Tools

Salesforce Financial Services Cloud
Temenos CRM
Microsoft Dynamics 365
Oracle CX for Financial Services
Pega
Creatio

Job description

About the role

As a Banking & Financial Services Consultant – Business Development, you will make an impact by driving revenue growth across our Banking & Financial Services portfolio, translating deep domain knowledge into compelling value propositions, managing complex sales cycles, and serving as a trusted advisor to business stakeholders in the CX-CRM space. You will be a valued member of the Business Development team and work collaboratively with consulting, technology, delivery, legal, and finance stakeholders as well as client and industry decision-makers.

In this role, you will
  • Serve as the Banking & Financial Services subject-matter expert across Retail Banking, Commercial & Corporate Banking, Wealth Management & Private Banking, Capital Markets & Investment Banking, Cards & Payments, and Asset & Investment Management throughout the end-to-end pursuit lifecycle, ensuring proposed CX-CRM solutions are designed around KYC, AML, consent management, and data privacy requirements.
  • Design and deliver customised pitches, RFP responses, and solution demonstrations that articulate ROI and strategic differentiation for retail banks, commercial & investment banks, credit unions, asset managers, insurers, and fintech organisations.
  • Lead and coordinate cross-functional proposal teams and negotiate commercial terms, MSAs, and SOWs with legal and finance to ensure profitable deal structuring.
  • Develop and execute account growth strategies across existing client portfolios, maximising wallet share and client satisfaction, and represent the firm at industry conferences, roundtables, and regulatory forums to elevate brand presence and generate qualified leads.
  • Provide market intelligence on regulatory shifts and emerging trends across North America and Europe, mentor junior BD analysts, and maintain accurate pipeline data, forecasting, and CRM hygiene to support leadership reporting.
Work model

At Cognizant, we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Bangalore, Chennai, or Hyderabad, India. Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs.

The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.

What you need to have to be considered
  • Bachelor's degree in Finance, Economics, Business Administration, or a related discipline, with 10-12 years of progressive experience in business development, sales, or client management within banking, financial services, or consulting.
  • Demonstrated track record of independently closing large, complex deals in BFSI, with deep understanding of financial products across retail & corporate banking, treasury, wealth management, capital markets, cards & payments, and asset management.
  • Proficiency in consultative selling methodologies (SPIN, Challenger, or similar) and strong commercial acumen with the ability to model business cases and ROI frameworks.
  • Excellent communication, presentation, and executive stakeholder engagement skills.
  • Familiarity with BFS compliance and regulatory requirements (KYC/AML, GDPR/CCPA data privacy & consent, US/EU/UK banking and financial regulator guidelines) and how they shape CRM solution design and customer journeys.
These will help you stand out
  • An MBA or CFA qualification.
  • Experience with digital transformation, core banking modernisation, or regtech/fintech solutions.
  • Certifications such as CAMS, CRCM, or CIPP/E.
  • Working knowledge of CRM and digital platforms such as Salesforce Financial Services Cloud, Temenos CRM, Microsoft Dynamics 365, Oracle CX for Financial Services, Pega, or Creatio.
  • Fluency in emerging technologies including Agentic AI, Next-Gen AI virtual assistants, hyper-personalization, unified omnichannel journeys, and compliance-first, consent-based CRM.
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