BFSI Customer Strategy & CRM Leaders

Hansa Cequity is one of the leading data driven, connected CX services provider in India. It provides integrated solutions in Marketing, Data Analytics, MarTech, Campaign management, Digital and Contact centre to enable its clients to acquire customers intelligently, retain and manage them profitably.

With a data driven marketing approach and strategy we help companies leverage the power of technology through propriety and best in class marketing automation and analytics platforms. Our teams glean out insights and understand our clients customers and prospects. Our campaign management and digital marketing consultants then move in to create meaningful engagements opportunities in a multi-channel environment. Our key objective is to drive measurable business growth for clients.

We stand among the top 50 analytics company in India.

Please visit http://www.hansacequity.com for further understanding.

LinkedIN page : https://www.linkedin.com/company/hansacustomerequity/

Key Responsibilities

·        Own and lead strategic MarTech, CRM, and Loyalty initiatives for BFSI clients (including Banks, Mutual Funds, Fintech and Insurance firms).

·        Develop go-to-market strategies and business plans aligned with client growth objectives and market trends.

·        Build and grow strategic client relationships; serve as a trusted advisor and thought leader.

·        Drive new business development by identifying opportunities, crafting compelling pitches, and closing deals.

·        Lead and participate in pitch presentations, solutioning, and proposal development for prospective clients.

·        Drive cross-sell and upsell initiatives within existing accounts by identifying whitespace opportunities and aligning additional services to client goals.

·        Lead the design and execution of Customer Lifecycle Management (CLM) strategies to enhance customer experience and maximize lifetime value.

·        Collaborate with internal teams—Campaign Management, Digital Marketing, Data Analytics, Data Science, and CX—to ensure seamless execution and innovation.

·        Monitor campaign and CRM program performance through data and analytics; derive insights to enhance strategy and execution.

·        Leverage MS Excel and dashboard tools to analyze data trends and deliver clear, actionable business insights.

·        Stay abreast of the latest trends in MarTech, CRM, Digital Transformation, and BFSI marketing.

·        Identify and recommend new tools, platforms, and partnerships that add value to client solutions and differentiate Hansa Cequity.

Qualifications & Skills

·        7-10+ years of relevant experience in CRM, MarTech, Campaign Management, or Loyalty Programs within the BFSI domain.

·        Proven track record in business development, client pitching, and revenue growth.

·        Strong domain understanding of Banking, Mutual Funds, Insurance, and Financial Services.

·        Demonstrated ability to lead cross-functional teams and deliver high-impact marketing solutions.

·        Experience in customer lifecycle marketing, retention strategies, and CLM frameworks.

·        Excellent communication, interpersonal, and stakeholder management skills.

·        Analytical mindset with proficiency in MS Excel and data interpretation.

·        Ability to thrive in a fast-paced, performance-driven environment.