Client Partner - BFSI

About Client

The client provides information technology (IT) services, including business outsourcing, infrastructure technology, and application services. The application service offered by the company includes application development, maintenance, and support. The markets served by the company are financial services and insurance, healthcare, manufacturing, government, transportation, communications, and consumer and retail industries.

Salary: $190-200K / Annum

• We are seeking a strategic, results-driven Client Partner - BFSI with a proven track record of managing and growing large financial services accounts. The ideal candidate will bring a consulting-led approach and experience in driving digital transformation, core banking modernization, data and AI initiatives, and customer experience programs within the Banking, Financial Services, and Insurance sectors.
• The role demands a strong mix of relationship management, business acumen, and technology understanding - someone who can build executive-level partnerships, identify growth opportunities within existing clients, and orchestrate multi-million-dollar transformation programs in collaboration with global delivery and practice teams.

• Account Growth & Expansion
  :
  Lead revenue growth within existing BFSI clients by identifying white space and expanding across digital, cloud, data, and transformation offerings.
• Client Engagement
  :
  Build and nurture C-level relationships (CIOs, CTOs, COOs, CROs, CMOs) across banks, insurance, and financial institutions to position high-value transformation programs.
• Consulting-led Solutioning
  :
  Partner with internal consulting, domain, and delivery teams to co-create value-driven solutions in Core Banking & Insurance Platform Transformation, Payments Modernization, Cloud Migration, Data & AI, and Customer Experience.
• Industry Expertise
  :
  Stay current on BFSI trends such as open banking, real-time payments, regtech, AI-driven risk analytics, digital claims, and intelligent automation. Represent the company at key industry events and client forums.
• Pipeline & Forecasting
  :
  Own the account pipeline and opportunity management process—drive qualification, proposal development, pricing, and closure of strategic programs.
• Strategic Relationship Management
  :
  Serve as the trusted advisor to client executives, ensuring long-term alignment with their business priorities and driving sustained account growth.
• Cross-Functional Collaboration
  :
  Work closely with solution architects, practice heads, and delivery leadership to ensure seamless execution, client satisfaction, and measurable business outcomes.

• 12+ years of experience in client relationship management, account growth, or business leadership roles within Banking, Financial Services, or Insurance sectors.
• Proven success in managing large strategic accounts and driving multi-million-dollar P&L portfolios.
• Deep understanding of BFSI transformation themes - including Core Platform Modernization, Payments, Risk & Compliance, Cloud, Data & AI / ML, and Digital Experience.
• Strong consultative selling and executive relationship-building skills, with the ability to influence senior business and technology stakeholders.
• Excellent communication, executive presence, and stakeholder management abilities.

ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development.

As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

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