Business Relationship Manager - BFSI

Business Relationship Manager - BFSI (Corporate Banking, Lending, Capital Markets)

Location: Charlotte, NC/New York, NY - Onsite
Desired Skills: Customer Relationship Management
Key Responsibilities
1. Client Relationship Management
Build and maintain executive-level relationships with client stakeholders (CXO, Business Heads, Operations Leaders, Technology Leaders).
Act as the trusted advisor for business transformation, operational excellence, and technology modernization initiatives.
Drive customer satisfaction, account governance, and strategic engagement.
Conduct periodic business reviews and executive steering meetings.
2. Account Growth & Sales
Own account growth targets and revenue expansion.
Identify opportunities across:
Digital Transformation, Data & AI, Cloud & Infrastructure
Application Services, Business Process Services (BPS)
Industry-specific solutions
Lead and coordinate RFPs, proposals, solution shaping, and contract negotiations.
Drive cross-sell and up-sell opportunities.
3. Business Development
Develop multi-year account growth plans.
Build pipeline and pursue new logos or additional business units within existing clients.
Create account strategies aligned to client business priorities and market trends.
4. Delivery Governance
Partner with delivery teams to ensure:
SLA achievement
Operational excellence
Risk management
Financial performance
Customer satisfaction
Escalate and resolve business-critical issues.
Drive transformation and productivity initiatives.
5. Executive Stakeholder Management
Engage with:
CIOs, COO/Operations Heads, CFO organizations
Chief Claims Officers, Chief Underwriting Officers
Procurement leaders
Position organization as a strategic transformation partner.
6. Financial Accountability
Manage account P&L.
Track revenue, margins, utilization, and profitability.
Drive commercial negotiations and contract renewals.
7. Transformation Leadership
Identify opportunities for:
AI/GenAI adoption
Automation & Process reengineering
Digital operations
Customer experience improvement
Build transformation roadmaps and business cases
Qualifications:
10-15 years of experience in account management and client relationship roles.
Strong knowledge of BFSI operations and transformation programs.
Experience in BFSI Domain especially Retail Banking, Asset Finance
Regulatory Compliance, Risk Management
Executive stakeholder management experience.
Experience in governance, delivery oversight, and growth initiatives.