Key Account Manager
Skills
About This Role
Overview
Your key tasks
• Sales Strategy & Execution
- : Develop and implement a strategic sales plan to meet the company s revenue goals within the banking and wealth management sectors.
- Align sales efforts with corporate objectives and track performance against targets.
- Client Acquisition
- : Identify, prospect, and qualify new business opportunities within the banking, wealth management, and financial advisory sectors.
- Cultivate relationships with key stakeholders and decision-makers to generate sales leads and opportunities.
- Consultative Selling
- : Understand the unique needs and pain points of clients in the banking and wealth management industry.
- Tailor product demonstrations and presentations to showcase how our solutions can streamline operations, enhance customer experiences, and improve profitability.
• Key Account Management
: Understand ongoing support and system needs of the existing clients and offer the right solutions
• Product Knowledge & Presentation
: Stay up to date with the company s suite of banking and wealth software products.
Present solutions effectively to clients and offer consultative advice on implementation strategies, integrations, and ROI.
• Partnership Management & Building
: Develop and maintain strong relationships with current clients, partners, and industry influencers to foster trust and long-term business relationships.
• Contract Negotiation & Closing
- : Lead the negotiation process for contracts and agreements, ensuring favourable terms for both the client and the company.
- Close sales and oversee the handoff to the implementation team.
- Collaboration with Cross-functional Teams
- : Work closely with marketing, product development, and customer success teams to ensure alignment in product offerings, customer needs, and feedback.
• Market Intelligence & Reporting
- : Continuously monitor market trends, competitors, and industry shifts to ensure our solutions remain competitive and meet the evolving needs of financial institutions.
- Provide regular sales reports, forecasts, and performance updates to senior management.
- Internal Process
- : Actively lead the internal, sales, pre-sales, compliance, corporate governance, due diligence, and approval processes to ensure quality of communication both internally and externally
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