About this role
The Executive will spearhead outbound client lifecycle management initiatives for Digitide Solutions' Domestic BFSI portfolio, focusing on acquiring new banking, financial services, and insurance clients, nurturing relationships, and delivering end-to-end solutions that drive revenue and customer satisfaction.
- Manage end-to-end client lifecycle management (CLM) processes for domestic BFSI accounts.
- Generate and qualify outbound leads through cold calling, email campaigns, and networking.
- Conduct needs analysis and present tailored solutions to banking, financial services, and insurance clients.
- Achieve monthly and quarterly sales targets and revenue goals.
- Collaborate with product, compliance, and operations teams to ensure seamless onboarding.
- Maintain accurate CRM records and pipeline reports.
- Provide market intelligence and competitor analysis to inform strategy.
- Participate in industry events and webinars to expand network.
- Prepare and deliver presentations, proposals, and contracts.
- Mentor junior sales staff and contribute to team knowledge sharing.
- Bachelor’s degree in Business, Finance, Marketing or related field.
- Minimum 2-3 years of outbound sales or CLM experience in BFSI sector.
- Proven track record of meeting/exceeding sales targets.
- Strong understanding of banking, financial services, and insurance products.
- Excellent communication, negotiation, and presentation skills.
- Proficiency with CRM tools (e.g., Salesforce) and MS Office suite.
- Ability to analyze data and generate actionable insights.
- High level of organization, time-management, and attention to detail.
- Willingness to travel domestically up to 30% of the time.
- Self-motivated, results-driven, and team-oriented attitude.