Client Relationship Manager (Sales)

Job Summary

We are seeking an experienced Client Relationship Manager with a strong background in managing Financial Services clients within a Technology Services or IT Services setup. The ideal candidate will act as a trusted advisor to clients, ensuring high levels of satisfaction, driving account growth, and aligning technology solutions with business objectives.

This role requires a blend of relationship management, domain understanding of financial services, and experience working with technology delivery teams.

Key Responsibilities

Client Relationship Management

· Serve as the primary point of contact for assigned Financial Services clients (Banking, Insurance, Capital Markets, FinTech, etc.).

· Build and maintain strong, long-term client relationships at both operational and senior stakeholder levels.

· Understand client business goals, challenges, and regulatory environments to proactivelyrecommend relevant technology solutions.

Account Management & Growth

· Own overall account health, including client satisfaction, renewals, and retention.

· Identify opportunities for account expansion, cross-selling, and upselling technology services.

· Partner with sales and pre-sales teams to support proposals, RFPs, and client presentations.

· Map, Build and nurture key stakeholder relationships, gather market intelligence, advisory role and pitch proactive proposals and POC/POV

Delivery & Stakeholder Coordination

· Work closely with delivery, project management, and technical teams to ensure successful execution of client engagements.

· Monitor service delivery, SLAs, and KPIs to ensure commitments are met or exceeded.

Client Advocacy & Feedback

· Act as the voice of the client internally, ensuring feedback is captured and addressed.

· Drive continuous improvement initiatives based on client feedback and industry best practices.

Required Qualifications & Experience

· Bachelor’s degree in business, Technology, Finance, or a related field.

· 5–10+ years of experience in client relationship or account management roles.

· Proven experience managing Financial Services clients within a Technology Services / IT Services / Digital Transformation environment.

· Strong understanding of Financial Services domains such as Banking, Insurance, Wealth Management, or Capital Markets.

· Experience working with technology solutions such as application development, digital platforms, data/analytics, cloud, or managed services.

· Open to travel within India to meet, build and nurture customer relationship

Key Skills & Competencies

· Strong client-facing and stakeholder management skills

· Excellent communication, presentation, and negotiation abilities

· Ability to translate business needs into technology solutions

· Strong commercial and financial acumen

· Experience managing complex, multi-stakeholder accounts

· Problem-solving mindset with the ability to manage escalations effectively