Client Relationship Manager for Capital Markets

1 month ago


Pune, Maharashtra, India Cognizant Technology Solutions Full time

Level : Senior Manager

Location : Pune, Hyderabad

PFB the JD:

Market Leadership :

  • Creates sales strategy and plans for the Client Partner's review and to be incorporated into a broader client strategy and plan.
  • Identify and qualify add-on opportunities.

Relationship Management :

  • Executes and manages the account plan under the guidance of the client Partner.
  • Invests time in strengthening existing client relationships.
  • Participates in reviews and provides educated and relevant perspectives.

Business Development :

  • Responds to and delivers on client requests; Responds to RFPs
  • Identifies opportunities, makes proactive proposals to the client in line with the account strategy; Obtains approvals to pursue opportunities.
  • Engages the relevant teams for solutions
  • Managing, monitoring, updating CRM platforms.
  • Reviewing and finalizing SOWs and supporting SOs development when needed
  • Overseeing the operation/delivery teams to make sure forecast process is accurate and on time
  • Working with operation and legal to resolve any issues with MSA/SOW, amendments and other adjustments
  • Communicating and engaging with SLs, SL Delivery and vertical delivery lead to support on timely and excellent delivery
  • Monitor and escalate any incidents that are at risk to the Client relationship or delivery

Please find below additional specific requirements for the positions:

  • 8-10 prior Capital Markets domain experience in both delivery and commercial roles
  • Specific domain knowledge on custodians (or) Asset & Wealth Management experience
  • Prior experience in a CRM role in India preferably in Capital Markets
  • Existing connections/contacts/relationships with these clients (executive level) and the industry would be ideal
  • Knowledge of captive operations in general
  • Will need to spend time at client captive location


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