Client Account Manager – Sales

Job Title: Client Account Manager – Sales

Experience Required: Minimum 2 years in the Finance domain (preferably Insurance, Fintech, or related industries)
Qualification: MBA

Job Description:

We are seeking a dynamic and results-driven Client Account Manager – Sales to join our team. The ideal candidate will have a strong background in the finance domain, with a focus on building and managing client relationships to drive revenue growth.

Key Responsibilities:

• Client Relationship Management:
• Serve as the primary point of contact for key clients, understanding their needs and aligning solutions accordingly.
• Build and maintain long-term relationships with clients to foster retention and loyalty.
• Sales & Revenue Generation:
• Drive sales of financial products/services by identifying opportunities within existing accounts.
• Work closely with the sales team to develop strategies to expand client portfolios and meet revenue targets.
• Account Growth & Upselling:
• Identify cross-selling and upselling opportunities based on client requirements and market trends.
• Develop customized solutions and proposals to meet client goals.
• Market & Competitor Analysis:
• Stay up to date with industry trends, market conditions, and competitor offerings to position our services effectively.
• Provide feedback to the product and marketing teams to refine offerings and positioning.
• Reporting & Documentation:
• Prepare and present account status reports, forecasts, and performance metrics to internal stakeholders.
• Ensure timely and accurate documentation of client interactions and activities in CRM systems.

Required Qualifications & Skills:

• MBA from a recognized institution (specialization in Sales, Marketing, or Finance preferred).
• Minimum 2 years of experience in the finance sector – preferably in Insurance, Fintech, Banking, or related industries.
• Proven track record in sales or account management roles.
• Strong interpersonal, communication, and negotiation skills.
• Ability to work independently and as part of a team.
• Proficiency with CRM tools and MS Office Suite.

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹50,000.00 per month

Ability to commute/relocate:

• Kochi, Kerala: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you willing to relocate abroad and travel internationally as required?
• Are you an immediate joiner?

Education:

• Master's (Preferred)

Experience:

• Business development: 2 years (Required)

Willingness to travel:

• 100% (Required)

Work Location: In person