Artificial Intelligence (AI), Banking Services, Business Development, Business Growth, Business Skills, C-Level Management, Cloud Computing, Communication Skills, Consultative Sales, Contract Negotiation, Cross-Selling, Customer Acquisition, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Satisfaction, Data Analysis, Develop and Maintain Customers, Emerging Technology, Enterprise Sales, Exceeded Sales Goal, Executive Relationships, Farming, Financial Services, Forecasting, Head of Finance, Hunting, Industry/Trade Analysis, Information Technology Consulting, Information/Data Security (InfoSec), Insurance, Internet Security, Management Consulting, Management of Information Systems/Technology (MIS), Negotiation Skills, Performance Tuning/Optimization, Presentation/Verbal Skills, Pricing, Profit & Loss, Profit & Loss Management, Project/Program Management, Regulations, Relationship Management, Revenue Growth, Revenue Planning, Sales, Sales Management, Sales Strategy, Short Messaging Service (SMS), Solution Sales, Speech Technology, Strategic Accounts, Thought Leadership, Up-Selling
Client Partner- BFSI
Location- New jersey
Salary - $180k - $200 k Base
Position Summary
We are seeking an experienced and results-driven Client Partner BFSI to drive business growth, strengthen client relationships, and deliver value to our Banking, Financial Services, and Insurance (BFSI) clients. This role requires a mix of strategic account management, business development, and consultative solution selling, with a focus on building long-term partnerships.
Key Responsibilities
Act as a strategic advisor and trusted partner for BFSI clients, managing executive-level relationships (CIO, CTO, CFO, COO, and business leaders).
Own P&L responsibility for assigned accounts, driving revenue growth, profitability, and customer satisfaction.
Develop and execute account strategies including multi-year roadmaps aligned to client business objectives.
Identify opportunities to cross-sell and upsell services and solutions across digital transformation, cloud, data & analytics, AI/ML, cybersecurity, applications, and infrastructure.
Lead contract negotiations, deal structuring, and pricing in collaboration with internal teams.
Collaborate with delivery and practice teams to ensure successful execution of engagements, driving measurable business outcomes.
Hunt for new logos within the BFSI sector, leveraging industry knowledge and relationships.
Track and report on pipeline, forecast accuracy, and overall account health using CRM tools.
Stay updated on BFSI industry trends, regulatory changes, and emerging technologies to position the company as a thought leader.
Required Skills & Experience
10 15+ years of experience in sales/account management/consulting in IT services with a strong focus on BFSI clients.
Proven track record of managing large enterprise accounts ($10M+) and exceeding revenue targets.
Strong C-level relationship management and ability to influence decision-making at executive levels.
Experience in digital transformation, cloud, data, AI/ML, and BFSI-specific technology solutions.
Ability to blend farming and hunting, expanding existing accounts while driving new client acquisition.
Excellent communication, negotiation, and presentation skills.
Strong business acumen with knowledge of BFSI domain challenges, regulations, and competitive landscape.
Bachelor s degree required; MBA preferred.
About ApTask:
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-owned 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.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
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At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at
businessexcellence@aptask.com
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