Client Executive Banking

Client Executive Banking

Full-Time 80000 - 100000 £ / year (est.) Home office (partial)
Ex

At a Glance

  • Tasks: Lead client engagement and drive revenue growth in the banking sector.
  • Company: Join EXL, a global leader in data and AI solutions.
  • Benefits: Competitive salary, bonuses, private healthcare, and flexible hybrid working.
  • Other info: Diverse and inclusive workplace with strong career development opportunities.
  • Why this job: Make an impact by transforming client relationships into strategic partnerships.
  • Qualifications: 12+ years in account management, preferably in banking or financial services.

The predicted salary is between 80000 - 100000 £ per year.

EXL (NASDAQ: EXLS) is a global data and artificial intelligence ("AI") company that offers services and solutions to reinvent client business models, drive better outcomes and unlock growth with speed. EXL harnesses the power of data, AI, and deep industry knowledge to transform businesses, including the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect.

We are headquartered in New York and have more than 60,000 employees spanning six continents.

Summary of the role:

The role revolves around being responsible for leading and expanding client engagement for strategic accounts based in the EMEA region. This role demands a dynamic leader who can manage existing client relationships whilst also driving new revenue growth, elevate the client experience, and drive significant portfolio growth through strategic account planning and solution delivery. Manage and nourish existing client relationships while proactively evolving them into broader, value-driven partnerships. Act as a trusted advisor to clients, providing insights and thought leadership that influence strategic decisions.

The leader will be responsible for cultivating relationships with senior stakeholders, influencing decision‑making, and ensuring alignment between client objectives and EXL service offerings. A successful candidate will have demonstrated experience in building and maintaining strong relationships with senior executives, as well as proven success in managing complex sales cycles and achieving revenue targets. Oversee deal structuring, negotiation, and execution to support business expansion. Collaborate with delivery, solutioning, and domain teams to ensure seamless execution and client satisfaction.

As part of your duties, you will be responsible for:

  • Strategic Account Growth & Business Development: Orchestrate the vision and strategy for growth within key elements of strategic accounts, identifying new business opportunities and expanding relationships across subsidiaries. Lead efforts to capture new business opportunities, driving revenue growth and increasing footprint within assigned strategic accounts and their subsidiaries. Develop and execute comprehensive account plans to achieve revenue targets, ensuring that deliverables are met and client expectations are exceeded. Build and maintain strong relationships with senior stakeholders (CXOs & business teams), ensuring alignment between client objectives and EXL’s services. Serve as the primary point of contact for key client accounts, ensuring smooth communication and execution of client initiatives. Proactively manage client expectations, foster deep partnerships, and develop executive presence to engage with leadership at all levels within client organizations.
  • Client Relationship Management: Identify new business opportunities within existing accounts and pursue new client acquisition in the UK and Europe markets. Collaborate with internal teams to design and pitch Domain Ops, Data & Analytics, and AI solutions tailored to client needs. Develop account growth plans, track revenue progress, and adjust strategies to meet targets.
  • Cross-Functional Collaboration & Solution Development: Work closely with internal teams (Operations, Account Teams, Technology, and relevant business verticals) to deliver integrated, innovative solutions that address client needs. Partner with internal stakeholders, including solution architects and product managers, to consolidate learnings from multiple projects and drive the development of new services and solutions. Partner with cross-functional teams to design and implement integrated solutions of EXL’s service portfolio—including Data Management, Digital Engineering, Analytics, and AI, Revenue integrity services, F&A Ops and Domain ops—that generate measurable business impact for clients. Maintain oversight of financial metrics, including revenue, gross margin (GM) forecasting, and P&L reporting. Conduct detailed P&L analysis, including cost reviews, revenue recognition, and tracking of key financial metrics to ensure alignment with account goals and financial health.
  • Contracting & Administrative Management: Manage the contracting process for assigned strategic account, ensuring contracts and agreements are up to date and aligned with business objectives. Handle client administrative requests, including updates to contracts, staffing, and locations, ensuring smooth operations and timely execution of agreements.
  • Tracking & Reporting: Support client management initiatives by tracking open items related to key deliverables, status updates, and client communications. Use tools such as Salesforce to maintain visibility into account progress and ensure alignment across teams and stakeholders. Research emerging technology trends, market direction, and competitor activities to stay ahead of future demand trends in services and solutions. Continuously cultivate market knowledge to maintain a competitive edge and ensure that EXL’s offerings remain relevant and innovative in the evolving market landscape.

Qualifications and experience we consider to be essential for the role:

  • Bachelor’s degree in Business, Economics, Engineering, Technology, or a related discipline.
  • Master’s degree (MBA or equivalent) from a reputed institution, with a focus on Strategy, Marketing, Finance, or General Management.
  • Minimum 12+ years of experience in Account Management & Client Success.
  • Experience of working in or with Banking & Capital Market sectors is preferred.

Skills and Personal attributes we would like to have:

  • Proven track record in account management, sales, or business development, ideally within the banking or financial services sector.
  • Strong background in data and technology, including expertise in domain operations, data analytics, cloud technologies, and digital transformation initiatives.
  • Demonstrated success in managing complex sales cycles and consistently achieving financial targets.
  • Dedicated to achieving business results, with a focus on driving growth while maintaining a client‑centric approach.
  • Skilled in negotiating within specific parameters and closing deals through logical, incremental steps.
  • Ability to demonstrate thought leadership and provide strategic guidance to clients.
  • Proficient in translating EXL’s features into solutions that resolve strategic client pain points, using language that aligns with client business objectives.
  • Ability to build and nurture strong relationships with senior executives and influence decision‑making at all levels.
  • Excellent communication, negotiation, and presentation skills, with the ability to articulate complex solutions clearly and persuasively.
  • Collaborative approach, with the ability to work effectively with both technical and business teams to ensure alignment and successful solution delivery.

As part of a leading global Data and AI company, you can look forward to:

  • A competitive salary with a generous bonus, private healthcare, critical illness life assurance at 4 x your annual salary, income protection insurance, and a rewarding pension.
  • EXL provides everyday financial well‑being solutions, such as cash back cards, in which you can earn cashback while enjoying discounts, promotions, and offers from top retailers. We also offer a Cycle Scheme where you can save money on bikes and cycling accessories.
  • At EXL, we are committed to providing our employees with the tools and resources they need to succeed and excel in their careers. We offer a wide range of professional and personal development opportunities. We also support a range of learning initiatives that allow our employees to build on their existing skills and knowledge. From online courses to seminars and workshops, our employees have the opportunity to enhance their skills and stay up to date with the latest trends and technologies.
  • As an Equal Opportunity Employer, EXL is committed to diversity. Our company does not discriminate based on race, religion, colour, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, age, or disability status.
  • EXL employees are eligible to purchase stock as part of our Employee Stock Purchase Plan (ESPP).
  • At EXL, we offer a flexible hybrid working model that allows employees to live a balanced, healthy lifestyle while strengthening our culture of collaboration.

To be considered for this role, you must already be eligible to work in the United Kingdom.

Client Executive Banking employer: Ex

EXL is an exceptional employer that prioritises innovation, collaboration, and employee growth within a dynamic work culture. Located in London, the company offers a flexible hybrid working model, competitive salaries, and comprehensive benefits including private healthcare and professional development opportunities, ensuring that employees thrive both personally and professionally. With a commitment to diversity and a focus on building meaningful client relationships, EXL provides a rewarding environment for those looking to make a significant impact in the banking and financial services sector.

Ex

Contact Details:

Ex Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Executive Banking

Tip Number 1

Network like a pro! Get out there and connect with people in the banking and financial services sector. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to potential contacts. You never know who might help you land that dream job!

Tip Number 2

Prepare for interviews by researching EXL and its services. Understand their approach to data and AI, and think about how your experience aligns with their goals. This will not only impress your interviewers but also help you articulate how you can contribute to their success.

Tip Number 3

Showcase your thought leadership! Be ready to discuss insights and trends in the banking sector during interviews. Share your ideas on how to drive client engagement and revenue growth, as this will demonstrate your strategic thinking and alignment with EXL’s objectives.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining EXL and being part of our innovative team. Let’s make it happen together!

We think you need these skills to ace Client Executive Banking

Account Management
Client Relationship Management
Business Development
Sales Strategy
Negotiation Skills
Data Analytics
Digital Transformation

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Client Executive role. Highlight your experience in account management and client success, especially in the banking sector. Use keywords from the job description to show that you understand what we're looking for.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for the role and how your background aligns with our values at EXL. Don’t forget to mention specific achievements that demonstrate your ability to drive growth and manage client relationships.

Showcase Your Skills:In your application, be sure to showcase your skills in negotiation, communication, and collaboration. We want to see how you've influenced decision-making and built strong relationships with senior executives in your previous roles.

Apply Through Our Website:We encourage you to apply through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people. Plus, it shows you're serious about joining our team!

How to prepare for a job interview at Ex

Know Your Client Inside Out

Before the interview, dive deep into understanding EXL's services and how they align with the banking sector. Familiarise yourself with their recent projects and case studies to demonstrate your knowledge and show how you can add value.

Showcase Your Relationship-Building Skills

Prepare examples of how you've successfully managed client relationships in the past. Highlight specific instances where you've turned a challenging situation into a positive outcome, showcasing your ability to nurture partnerships.

Be Ready for Complex Sales Discussions

Brush up on your experience with complex sales cycles. Be prepared to discuss your strategies for managing negotiations and closing deals, especially in the context of banking and financial services.

Demonstrate Thought Leadership

Think about insights or trends in the banking industry that could impact EXL's clients. Prepare to share your thoughts during the interview, positioning yourself as a strategic advisor who can influence decision-making at all levels.