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