Client Engagement Lead - BFS

We are seeking a dynamic and experienced engagement leader to serve as the data leader in our Banking and Capital Markets practice. This role focuses on driving collaboration across internal teams and clients to deliver integrated solutions that create measurable business impact. The SrAVP acts as a key connector, ensuring alignment between advisory, technology, and operations, while strengthening client relationships and supporting revenue growth across multiple engagements. This position requires a blend of technical expertise, client relationship management, and business acumen to achieve ambitious growth targets in a fast-paced financial landscape. They’re also responsible for enabling communication between clients, other EXL business units, internal support staff, as well as multi-functional and multi-shore project teams. This position may require frequent travel to client sites in the U.S.

Responsibilities:

Client Engagement & Relationship Management

Build and maintain strong relationships with key banking and capital markets clients. Act as the primary contact for strategic discussions, understanding client needs and identifying opportunities for value creation through consultative engagement.

Solution & Proposal Development

Lead development of tailored technical proposals in collaboration with cross-functional teams. Design innovative solutions in areas like data modernization, digital transformation, and fintech integration, ensuring proposals are practical, competitive, and aligned with best practices.

Account & Revenue Growth

Monitor account performance and drive growth through upsell and cross-sell opportunities. Achieve revenue targets by expanding service offerings and leveraging emerging technologies such as AI, cloud, and data platforms.

Leadership & Delivery Oversight

Coordinate across advisory, technology, and operations teams to ensure seamless delivery. Promote collaboration, resolve interdependencies, and foster knowledge sharing for efficiency and innovation.

Market Awareness & Thought Leadership

Stay current on industry trends, regulatory changes, and competitive dynamics. Contribute to thought leadership through client presentations, webinars, and whitepapers.

Team Development

Mentor and guide junior team members, fostering a high-performance culture and building capabilities in client management and solution design.

Qualifications:

Minimum of 10 years in banking, capital markets, or financial consulting, with at least 5 years in a leadership or client-facing role. Proven track record in managing multimillion-dollar accounts, driving revenue growth, and leading cross-functional teams.

Strong expertise in technical design discussions and the ability to provide strategic consulting to enable large-scale engagements is essential for this role.

Skills:

• Extensive experience in banking and capital markets, covering trading, risk management, regulatory compliance, and digital transformation.
• Strong technical foundation with exposure to fintech, data analytics, cloud platforms, and AI-driven solutions.
• Familiarity with modern technology ecosystems such as hyperscalers (AWS, Azure, GCP), Databricks, Snowflake, and emerging AI/ML tools.
• Ability to manage and lead technical delivery teams, ensuring successful execution of client engagements.
• Skilled in proposal development, technical workflow design, and driving large-scale implementations.
• Excellent communication and presentation skills, capable of translating complex concepts for diverse audiences.
• Proven ability to handle multiple engagements simultaneously, balancing priorities in a matrixed environment.
• Strong understanding of Enterprise Data Management (EDM) solutions and related tools, enabling informed client discussions.
• Adept at adapting methodologies to client needs to deliver value and maintain profitability.
• Experience in mentoring teams and conducting internal training programs.
• Ability to resolve conflicts effectively and maintain strong client relationships.