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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing and growing banking and financial services accounts, with a strong focus on relationship building, upselling, and strategic account management. Proficient in leveraging technology solutions and consulting capabilities to drive revenue growth and client satisfaction.
Highest-signal resume keywords
IT Services SalesStrategic Account ManagementBFSI Sector ExperienceRelationship ManagementNegotiation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
UpsellingCross-SellingAccount ManagementRevenue GrowthClient EngagementProposal ManagementRFP ManagementContract NegotiationSales Pipeline ManagementAccount Forecasting
Soft Skills
Communication SkillsPresentation SkillsStakeholder EngagementRelationship BuildingProblem-Solving
Tools & Technologies
Digital BankingData AnalyticsAI/MLCloud SolutionsCybersecurityQuality EngineeringRisk ManagementManaged ServicesInfrastructure SupportCompliance Technology
Industry Keywords
BankingFinancial ServicesBusiness DevelopmentEnterprise AccountsTechnology ConsultingApplication DevelopmentStaff AugmentationCore Banking ModernizationClient SatisfactionStrategic Planning
Tech Stack
Tools & technologiesCloudCyber Security
About the role
Key responsibilities & impact- Manage and grow a portfolio of existing banking and financial services accounts
- Develop long-term relationships with CIOs, CTOs, IT Directors, VPs, Procurement Heads, and business leaders
- Create account management and growth strategies to increase revenue and wallet share
- Conduct client meetings, business reviews, stakeholder engagements, QBRs, and account planning sessions
- Build relationships across business units and departments to expand company presence
- Identify and drive upselling and cross-selling opportunities
- Expand engagements through IT services, consulting capabilities, and technology solutions
- Identify new projects, service lines, resource augmentation, and managed services opportunities
- Achieve quarterly and annual revenue growth targets
- Build trusted-advisor relationships with senior client executives and decision-makers
- Understand client objectives, technology roadmaps, challenges, and upcoming initiatives
- Maintain client engagement, satisfaction, account retention, and service quality
- Manage escalations and coordinate timely resolution with internal leadership
- Identify, qualify, and develop opportunities within existing accounts
- Lead client discussions, presentations, capability showcases, and commercial negotiations
- Coordinate proposals, solutions, and pricing models with presales and technical teams
- Manage RFPs, RFIs, SOWs, contract renewals, and deal closures
- Maintain sales pipeline, account forecasts, and revenue projections
- Leverage banking and technology knowledge to identify opportunities across application development, core banking modernization, digital banking, payments, data analytics, AI/ML, cloud, quality engineering, cybersecurity, risk management, staff augmentation, managed services, infrastructure support, and compliance technology
- Collaborate with delivery, recruitment, presales, finance, and leadership teams
- Monitor account performance, revenue realization, client satisfaction, and profitability
- Develop strategic account plans and provide updates to senior management
Requirements
What you’ll need- 7–12+ years of experience in IT Services Sales, Business Development, or Strategic Account Management
- Strong experience in farming and growing existing enterprise accounts within the BFSI sector
- Proven track record of upselling, cross-selling, and expanding existing client relationships
- Experience selling IT services, technology consulting, application development, managed services, or staff augmentation
- Established relationships with banking and financial services clients
- Experience engaging senior-level stakeholders and managing strategic enterprise accounts
- Strong understanding of banking technology and digital transformation initiatives
- Excellent communication, negotiation, relationship management, and presentation skills
Benefits
Comp & perks- A highly competitive compensation and benefits package
- 10 days of paid annual leave, plus sick leave and national holidays
- Maternity & paternity leave plans
- Medical, dental, vision, life insurance, and long-/short-term disability
- Retirement savings plans
- Higher education certification policy
- Commuter benefits
- Extensive training opportunities focused on skills, substantive knowledge, and personal development
- On-demand Udemy for Business with free access to more than 5000 curated courses
- Coaching opportunities with experienced colleagues from FinLabs and CoE groups
- Possibility to work abroad
- Cutting edge projects at leading tier-one banks, financial institutions and insurance firms
- Flexible workplace arrangements
- Mentoring
- Internal mobility
- Learning and development programs