Client Partner, Financial Services
Skills
ArrangingBusiness Process ManagementBusiness Relationship ManagementIdentifying New OpportunitiesNegotiationPresalesRequest For Proposal
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Proven ability to develop negotiate and close complex sales cycles
- Proven track record in consultative sales
- Financial services practitioner focused on payments corporate banking wealth asset management and market infrastructure
- Strong understanding of RFIs RFPs contract creation and strategic sales negotiation
- Experience in identifying and leveraging up-sell opportunities
- Ability to work independently and collaboratively in a dynamic team-oriented environment
- Exceptional communication presentation and analytical skills
- Comfortable presenting technical and business concepts to diverse audiences including executives
Nice to have
- Strategic thinker
- Fast-paced environment
- Team-oriented
- Client-focused
- Analytical
Day to day
- Drive sales growth across Financial Services accounts by building trusted client relationships and uncovering new opportunities.
- Lead the full sales cycle from qualification and presales demos through negotiation, contract completion, and close.
- Collaborate closely with delivery, implementation, and development teams to ensure seamless execution and high client satisfaction.