Key Responsibilities 1. Client Relationship Management
- Develop and maintain solid 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. 2. 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. 3. 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. 4. 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. 5. 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. 6. 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.

📌 Client Partner Manager (Mumbai)
🏢 Covasant Technologies
📍 Mumbai