About the role
As a Banking & Financial Services Consultant (Domain Expert, Business Development), you will make an impact by translating deep Banking & Financial Services domain knowledge into compelling value propositions, driving revenue growth, and serving as a trusted advisor across complex CX-CRM sales cycles. You will be a valued member of the Banking & Financial Services Business Development team and work collaboratively with consulting, technology, and delivery stakeholders, and clients.
In this role, you will
Act as the subject matter expert across major Banking & Financial Services lines of business throughout the end-to-end pursuit lifecycle, spanning retail banking, commercial and corporate banking, wealth management, capital markets, cards and payments, and asset and investment management.
Design and deliver customised pitches and solution demonstrations that articulate ROI and strategic differentiation for retail banks, commercial and investment banks, credit unions, asset managers, insurers, and fintech organisations.
Lead and coordinate cross-functional proposal teams, aligning consulting, technology, and delivery stakeholders to craft winning proposals.
Develop and execute account growth strategies across existing client portfolios, maximising wallet share and client satisfaction.
Act as the BFS expert within CX-CRM pursuits, ensuring proposed CRM solutions are designed around KYC, AML, consent management, and data privacy requirements from the outset.
Work model
At Cognizant, we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Bangalore, Chennai or Hyderabad. Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
What you must have to be considered
Experience in business development, sales, or client management within banking, financial services, or consulting, with a demonstrated track record of independently closing large, complex deals in BFSI.
Deep understanding of financial products across retail and corporate banking, treasury, wealth management, and capital markets.
Proficiency in consultative selling methodologies (such as SPIN or Challenger), with excellent communication, presentation, and executive stakeholder engagement skills.
Strong commercial acumen with the ability to model business cases and ROI frameworks.
Familiarity with BFS compliance and regulatory requirements (KYC/AML, GDPR/CCPA data privacy and consent, and US/EU/UK banking and financial regulator guidelines) and how they shape CRM solution design and customer journeys.
These will help you succeed
Bachelor's degree in Finance, Economics, Business Administration, or a related discipline; MBA or CFA preferred.
Experience with digital transformation, core banking modernisation, or regtech/fintech solutions.
Familiarity with North American (US/Canada) and European (EU/UK) banking and financial services regulatory frameworks, gained through client-facing or regulator-facing engagements.
Good working knowledge of one or more CRM platforms such as Salesforce Financial Services Cloud, Temenos CRM, Microsoft Dynamics 365 (Financial Services), Oracle CX for Financial Services, Pega, or Creatio.
Awareness of emerging Banking technology trends including Agentic AI and next-gen AI virtual assistants, hyper-personalisation, unified omnichannel journeys, and consent-based CRM; compliance/privacy certifications such as CAMS, CRCM, or CIPP/E are an advantage.
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
Acerca de Cognizant
Cognizant (Nasdaq: CTSH) es un creador de soluciones de IA y proveedor de servicios tecnológicos que conecta la inversión en IA con el valor empresarial mediante el desarrollo de soluciones de IA full‑stack para sus clientes. Su profundo conocimiento de la industria, junto con su experiencia en procesos e ingeniería, permite incorporar el contexto único de cada organización en sistemas tecnológicos que amplifican el potencial humano, generan resultados tangibles y mantienen a las empresas a la vanguardia en un entorno en constante cambio. Más información en cognizant.ai o @cognizant.
Información adicional sobre el empleo
La información sobre la compensación es exacta en la fecha de publicación de este anuncio. Cognizant se reserva el derecho de modificar esta información en cualquier momento, de conformidad con la legislación aplicable.
Es posible que se solicite a los solicitantes que asistan a entrevistas de forma presencial o mediante videoconferencia. Asimismo, durante cada entrevista, los candidatos podrán estar obligados a presentar un documento de identidad válido emitido por el estado o por el gobierno.
Cognizant es un empleador que ofrece igualdad de oportunidades. Su solicitud y candidatura no se evaluarán en función de la raza, el color, el sexo, la religión, el credo, la orientación sexual, la identidad de género, el origen nacional, la discapacidad, la información genética, el embarazo, la condición de veterano ni cualquier otra característica protegida por las leyes federales, estatales o locales.
