Client Partner Manager - Mumbai

Covasant Technologies; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Covasant Technologies in Mumbai is seeking a senior BD professional to build and manage relationships with banks, NBFCs, insurers, fintechs, and other financial institutions. You will own strategic accounts, drive growth, and develop plans to achieve revenue targets.

You will coordinate with sales, operations, technology, product, and compliance teams to deliver customized solutions and manage executive engagements with CXOs.

Qualifications

• MBA in Marketing, Finance, Business Management, or equivalent qualification.
• Bachelor’s degree in Finance, Commerce, Business Administration, or related discipline.

Responsibilities

• Develop and maintain strong relationships with key stakeholders across banks, NBFCs, insurance companies, fintechs, and other financial institutions.
• Act as the primary point of contact for assigned strategic accounts.
• Understand client business objectives, challenges, and operational requirements.
• Ensure high levels of client satisfaction, engagement, and retention.
• Conduct regular business reviews and stakeholder meetings.
• Identify new business opportunities within existing BFSI accounts.
• Drive account growth through cross-selling and upselling of products and services.
• Develop strategic account plans to achieve revenue and profitability targets.
• Identify potential clients and build new business partnerships.
• Prepare business proposals, commercial agreements, and client presentations.
• Establish and nurture long-term partnerships with banks, financial institutions, NBFCs, and insurance organizations.
• Collaborate with internal teams to develop customized business solutions.
• Identify strategic collaboration opportunities and partnership models.
• Manage senior-level client relationships and executive engagements.
• Drive joint business initiatives and strategic growth programs.
• Work closely with sales, operations, technology, product, compliance, and delivery teams.
• Ensure seamless execution of client requirements and commitments.
• Coordinate with internal stakeholders to resolve client escalations.
• Monitor service delivery, turnaround times, and agreed SLAs.
• Ensure alignment between client expectations and organizational capabilities.
• Stay updated on banking, lending, insurance, payments, and fintech industry trends.
• Understand regulatory and compliance requirements relevant to BFSI clients.
• Identify market opportunities, competitor activities, and emerging business models.
• Develop industry-specific solutions based on evolving client needs.
• Track account performance, revenue growth, profitability, and client retention.
• Prepare monthly and quarterly business reviews.
• Monitor sales pipelines, opportunity conversion, and account development.
• Maintain accurate client records, forecasts, and relationship management reports.

Skills

Client relationship

Communication skills

BD & account management

BFSI knowledge

CXO relationships

Commercial acumen

Problem solving

Multi-account management

Education

MBA in Marketing/Finance/Business Management

Bachelor’s in Finance/Commerce/Business Administration

Job description

Key Responsibilities

• Develop and maintain strong relationships with key stakeholders across banks, NBFCs, insurance companies, fintechs, and other financial institutions.
• Act as the primary point of contact for assigned strategic accounts.
• Understand client business objectives, challenges, and operational requirements.
• Ensure high levels of client satisfaction, engagement, and retention.
• Conduct regular business reviews and stakeholder meetings.

Business Development & Revenue Growth

• Identify new business opportunities within existing BFSI accounts.
• Drive account growth through cross-selling and upselling of products and services.
• Develop strategic account plans to achieve revenue and profitability targets.
• Identify potential clients and build new business partnerships.
• Prepare business proposals, commercial agreements, and client presentations.

Strategic Partnership Management

• Establish and nurture long-term partnerships with banks, financial institutions, NBFCs, and insurance organizations.
• Collaborate with internal teams to develop customized business solutions.
• Identify strategic collaboration opportunities and partnership models.
• Manage senior-level client relationships and executive engagements.
• Drive joint business initiatives and strategic growth programs.

Stakeholder & Internal Team Coordination

• Work closely with sales, operations, technology, product, compliance, and delivery teams.
• Ensure seamless execution of client requirements and commitments.
• Coordinate with internal stakeholders to resolve client escalations.
• Monitor service delivery, turnaround times, and agreed SLAs.
• Ensure alignment between client expectations and organizational capabilities.

BFSI Industry Knowledge & Market Intelligence

• Stay updated on banking, lending, insurance, payments, and fintech industry trends.
• Understand regulatory and compliance requirements relevant to BFSI clients.
• Identify market opportunities, competitor activities, and emerging business models.
• Develop industry-specific solutions based on evolving client needs.

Performance Monitoring & Reporting

• Track account performance, revenue growth, profitability, and client retention.
• Prepare monthly and quarterly business reviews.
• Monitor sales pipelines, opportunity conversion, and account development.
• Maintain accurate client records, forecasts, and relationship management reports.

Required Skills & Competencies

• Strong client relationship and stakeholder management skills.
• Excellent communication, negotiation, and presentation abilities.
• Business development and strategic account management experience.
• Strong understanding of the BFSI ecosystem.
• Ability to manage senior-level stakeholders and CXO relationships.
• Commercial acumen and revenue management capabilities.
• Strong problem-solving and conflict-resolution skills.
• Ability to manage multiple client accounts and priorities.

Educational Qualifications

• MBA in Marketing, Finance, Business Management, or equivalent qualification.
• Bachelor's degree in Finance, Commerce, Business Administration, or related discipline.

Preferred BFSI Domain Experience

Experience working with one or more of the following:

• Private and public sector banks.
• NBFCs and lending institutions.
• Insurance companies (Life, General, and Health).
• Fintech and digital banking companies.
• Payment gateways and payment service providers.
• Wealth management and investment firms.
• Credit bureaus and financial technology providers.