Client Partner – Banking (IT services & Consulting background)

XCUTIVES INC.

Pune District

On-site

INR 4,000,000 - 8,000,000

Full time

9 days ago
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Job summary

XCUTIVES INC. seeks an experienced Client Partner – Banking to manage and grow strategic relationships with existing banking and financial services accounts.

The role blends technical sales expertise, banking industry knowledge, and executive relationship management to drive wallet-share expansion. Focused on existing account growth, the candidate will own strategic account plans, identify cross-sell opportunities, and coordinate with delivery teams to ensure client satisfaction and long-term

Qualifications

  • Strong technical sales background with proven experience selling technology solutions to banking clients.
  • Experience selling payments solutions to banks and financial institutions.
  • Experience selling infrastructure, network, cloud, and data center solutions.
  • Experience selling data, analytics, AI, or data & analytics platforms to banking clients.
  • Candidates with banking product-based organizations experience will be considered.
  • Experience working with large banks, financial institutions, payment organizations, or banking technology providers is desirable.

Responsibilities

  • Own and manage a portfolio of strategic Banking and Financial Services accounts.
  • Build and maintain relationships with CIOs, CTOs, CDOs, business heads, procurement leaders, and other senior stakeholders.
  • Develop and execute strategic account plans focused on revenue growth, client retention, and wallet-share expansion.
  • Identify and drive cross-sell and up-sell opportunities within existing accounts.
  • Understand client business and technology priorities and position IT services, consulting, and technology solutions.
  • Lead opportunities from qualification and solution development through commercial negotiation and closure.
  • Partner with technical, consulting, delivery, and practice teams to develop client solutions.
  • Drive growth across Payments, Infrastructure, Network, Cloud, Data Center, Data & Analytics, Digital Transformation, Cybersecurity, and Application Modernization.
  • Build trusted relationships with senior banking executives and act as a strategic advisor to assigned accounts.
  • Conduct regular account reviews and executive business reviews with key clients.
  • Proactively identify emerging client needs and create opportunities for additional services and solutions.
  • Collaborate with delivery teams to ensure client satisfaction, engagement delivery, retention, and account expansion.
  • Maintain accurate sales pipeline, revenue forecasts, account plans, and growth strategies.
  • Work with technology partners and internal practices to create differentiated solutions for banking clients.

Skills

Technical Sales
Banking Knowledge
Executive Relationship
Cross-sell
Account Planning
Payments Solutions
Infra Cloud
Data Analytics
Digital Transformation

Job description

We are looking for an experienced Client Partner – Banking to manage and grow strategic relationships with existing banking and financial services accounts.

The ideal candidate will combine strong technical sales expertise, banking industry knowledge, and executive relationship management to drive account growth, increase wallet share, identify cross-sell and up-sell opportunities, and strengthen long-term client partnerships.

This role is focused primarily on existing account management and revenue expansion, rather than new-logo acquisition.

Key Responsibilities
  • Own and manage a portfolio of strategic Banking and Financial Services accounts.
  • Build and maintain strong relationships with CIOs, CTOs, CDOs, business heads, procurement leaders, and other senior stakeholders.
  • Develop and execute strategic account plans focused on revenue growth, client retention, and wallet-share expansion.
  • Identify and drive cross-sell and up-sell opportunities within existing accounts.
  • Understand client business and technology priorities and position relevant IT Services, Consulting, and technology solutions.
  • Lead opportunities from qualification and solution development through commercial negotiation and closure.
  • Partner with technical, consulting, delivery, and practice teams to develop compelling client solutions.
  • Drive growth across areas such as Payments, Infrastructure, Network, Cloud, Data Center, Data & Analytics, Digital Transformation, Cybersecurity, and Application Modernization.
  • Build trusted relationships with senior banking executives and act as a strategic advisor to assigned accounts.
  • Conduct regular account reviews and executive business reviews with key clients.
  • Proactively identify emerging client needs and create opportunities for additional services and solutions.
  • Collaborate with delivery teams to ensure client satisfaction, successful engagement delivery, retention, and account expansion.
  • Maintain accurate sales pipeline, revenue forecasts, account plans, and growth strategies.
  • Work closely with technology partners and internal practices to create differentiated solutions for banking clients.
Preferred Background
  • Strong Technical Sales background with proven experience selling technology solutions to banking clients.
  • Experience selling Payment Solutions to banks and financial institutions.
  • Experience selling Infrastructure, Network, Cloud, and Data Center solutions.
  • Experience selling Data, Analytics, AI, or Data & Analytics platforms to banking clients.
  • Candidates with experience in banking product-based organizations will also be considered.
  • Experience working with large banks, financial institutions, payment organizations, or banking technology providers is highly desirable.
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