Strategic Account Manager

About the Company

Our Client is a leading global provider of business decisioning data and analytics, enables companies around the world to improve their business performance. It's Data Cloud fuels solutions and delivers insights that empower customers to accelerate revenue, lower cost, mitigate risk, and transform their businesses.

The BFSI Business Unit caters to Banks, NBFCs, FinTechs, Insurance companies and other Financial Institutions, providing data, analytics and business intelligence solutions that support informed decision-making, risk management, compliance, customer management and business growth.

Key Products / Solutions:

• Credit & Risk Management Solutions
• Capital Markets & IPO Intelligence
• Business Information & Due Diligence Solutions
• Credit & Risk Intelligence Solutions
• KYC / KYB & Compliance Solutions

About the Role

Designation: Strategic Account Manager / Unit Sales Manager

Location: BKC, Mumbai (4 days) and Turbhe, Navi Mumbai (1 day)

Role Summary:

The role involves identifying and developing new business opportunities in the capital markets and IPO space, engaging with senior stakeholders, owning the complete sales cycle, participating in industry events, building and maintaining a robust sales pipeline, mapping assigned accounts, cultivating strong client relationships, and ensuring accurate reporting and compliance.

Responsibilities

• Identify and develop new business opportunities by prospecting companies planning IPOs, capital market transactions, and regulatory filings through DRHP analysis and market intelligence.
• Engage with Promoters, CFOs, Investment Bankers, Merchant Bankers, and C-suite stakeholders to pitch DRHP, IPO intelligence, industry research, due diligence, and compliance solutions.
• Own the complete sales cycle from lead generation and opportunity identification through proposal submission, negotiation, and final service delivery.
• Participate in capital market, investment banking, and IPO-focused events as part of client acquisition and business development initiatives.
• Build and maintain a robust sales pipeline by tracking upcoming IPOs, DRHP filings, and corporate fund-raising activities.
• Map assigned accounts and cultivate strong relationships with listed companies, IPO-bound firms, investment banks, and financial institutions to generate repeat business.
• Ensure accurate reporting of sales activities, pipeline updates, and client engagements while adhering to organizational compliance and governance standards.

Sales Co-ordination:

• Ensures process adherence at all times for error free timely delivery of projects.
• Liaises with the operations team for a smooth delivery of the end product and ensuring the service expectations of the customers are met.
• Maintains data / client contact details in appropriate data warehouses hygienically.
• Files Progress Reviews and Forecasting Reports periodically as required by the Management.

Qualifications

• MBA with a specialization in Finance or Marketing.
• 8+ years of relevant post-MBA experience, preferably in new business development, corporate client relationship management, consulting, or advisory.

Required Skills

• Strong understanding of IPOs, DRHP filings, and corporate fund-raising activities.
• Strong understanding of Trade Finance and other banking products would be an advantage.
• Prior experience in Credit Ratings, Consulting, Advisory, or related financial services is preferred.
• Experience dealing with Investment Banking, Merchant Banking, NBFCs, Capital Markets, and broader Financial Services products and services.
• Good knowledge of Investment Banking, Merchant Banking, NBFCs, Capital Markets, and broader Financial Services products and services.
• Strong analytical, critical-thinking, and problem-solving capabilities.
• Sound business acumen, with an awareness of current economic, industry, and market developments.
• Strong stakeholder management, relationship-building, and communication skills.
• Willingness to travel as required for business needs.