Account Manager - Fintech

Role overview:

Looking for an experienced Account Manager to manage key clients, drive client satisfaction and retention, understand business requirements, and identify opportunities for upselling and cross-selling.

Key responsibilities:

- Manage and strengthen relationships with existing clients as the primary point of contact.

- Understand client business goals, pain points, product usage, and evolving requirements.

- Conduct needs assessments and recommend relevant solutions.

- Develop strong product and industry knowledge to effectively communicate value propositions.

- Identify and drive upselling and cross-selling opportunities.

- Manage client queries, concerns, and escalations by coordinating with internal teams.

- Act as the voice of the client and share feedback with Product and other relevant teams.

- Drive renewals, retention, and long-term client relationships.

- Collaborate with Sales, Product, and Support teams to ensure a seamless client experience.

- Travel frequently to meet clients, understand product usage, strengthen relationships, and identify growth opportunities.

Must-have requirements:

- 3+ years of experience in Account Management / Client Management within FinTech/BFSI.

- Experience working with Banks, NBFCs, or similar financial institutions.

- Strong understanding of financial concepts and BFSI industry trends.

- Demonstrated experience in upselling, cross-selling, renewals, and client retention.

- Strong client relationship and stakeholder management skills.

- Ability to understand client pain points and provide effective solutions.

- Strong communication and interpersonal skills.

- Ability to collaborate effectively with Sales, Product, Support, and other internal teams.

- Willingness to travel frequently for client meetings.

- Comfortable working in a dynamic and evolving environment.

Key screening focus:

- BFSI client exposure

- Account management

- Upselling/cross-selling

- Renewals & retention

- Client relationship management

- Product understanding

- Client problem-solving

- Stakeholder management