Sales & Customer Success Executive (Banking, Financial Services & Insurance Sector) at Indepth Research Services (IRES)

Job Summary

• The ideal candidate will be responsible for driving sales growth, establishing strong client relationships, and ensuring the success of our healthcare training and services within the health sector.
• The ideal candidate should have a strong background in Sales & Business Development, Excellent Communication Skills, and a proven track record in building successful relationships with organizations in the Private, Public and Not-for Profit sectors.

Key Responsibilities

• Sales and Business Development:
  • Identify and pursue new sales opportunities within the BFSI sector, including banks, financial institutions, insurance companies, and related organizations.
  • Develop and maintain a robust sales pipeline through proactive outreach, networking, and relationship building within the BFSI domain.
  • Achieve and exceed sales targets by implementing effective sales strategies tailored to the unique needs and challenges of the BFSI sector.
• Client Relationship Management:
  • Serve as the primary point of contact for BFSI clients, understanding their training needs, industry challenges, and strategic goals.
  • Cultivate positive and long-term relationships with existing and potential BFSI clients, ensuring their satisfaction and success with our training and consultancy services.
  • Address client inquiries promptly and provide relevant information about our BFSI-focused training programs and consultancy solutions.
• Customer Success:
  • Ensure the successful onboarding of new BFSI clients, providing guidance on available training programs and consultancy services tailored to their specific requirements.
  • Proactively engage with BFSI clients to understand their ongoing training needs, challenges, and industry trends, offering customized solutions for continuous success.
  • Monitor client satisfaction and serve as a liaison between BFSI clients and internal teams to ensure effective communication and issue resolution.
• Sales Presentations and Proposals:
  • Prepare and deliver persuasive sales presentations to showcase the benefits of our BFSI training programs and consultancy services.
  • Develop comprehensive proposals outlining customized solutions, pricing structures, and terms aligned with the unique needs of BFSI clients.
• Market Research and Analysis:
  • Conduct market research within the BFSI sector to identify industry trends, competitor analysis, and potential opportunities for business growth.
  • Analyze customer feedback and market insights to adapt sales and customer success strategies to the ever-evolving BFSI landscape.

Qualifications and Experience 

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• Proven experience in sales and customer success within the BFSI sector, preferably in corporate training or consultancy services.
• In-depth understanding of BFSI training programs, regulatory requirements, and industry dynamics.
• Results-oriented with a demonstrated track record of meeting and exceeding sales targets in the BFSI domain.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Proficiency in using CRM software, Microsoft Office Suite, and other business development tools.
• Minimum of 2 to 3 years of relevant experience, preferably in a corporate training organization serving the BFSI sector.
• Advanced skills in MS Office, PowerPoint, and Excel.
• High level understanding of computer technology.
• Proven track record of successfully meeting sales quota preferably over the phone
• Analytical mind and great business sense
• Outstanding negotiation skills with the ability to resolve issues and address complaints.