Lead B2B growth in the Financial Services sector by acquiring new banking and insurance clients, expanding existing accounts, managing tenders and negotiations, building tailored commercial proposals, maintaining a sales pipeline and CRM, and meeting revenue, profit, and collection targets.
Job Title: Business Development Executive – Financial
Services
Department: B2B
Job Purpose
To drive growth within the Financial Services sector by
developing and expanding relationships with banks, insurance companies, and related financial institutions through new
business acquisition, account growth, and long-term customer engagement.
The role is responsible for identifying and converting
high-value opportunities, increasing customer penetration, developing customer-specific solutions, and positioning The Client as a
preferred solution partner within the Financial Services sector.
Job Responsibilities &Accountability
1. Financial Services Account Growth & Development
- Develop and execute growth plans for assigned financial
services customers.
- Build and maintain relationships with key decision-makers
and stakeholders.
- Identify opportunities across multiple departments,
branches, and business units within customer organizations.
- Increase customer penetration and wallet share through
consultative selling.
- Strengthen relationships within existing customers to
unlock additional business opportunities.
- Develop customer-specific engagement plans to support
long-term account growth.
- Position the clients solutions based on customer needs and
business requirements.
2. New Business Development
- Identify, prospect, and acquire new customers within
banks, insurance companies, and related financial institutions.
- Create and convert new opportunities through proactive
market engagement.
- Develop tailored proposals and commercial solutions.
- Lead customer presentations, negotiations, and commercial
discussions.
- Identify and manage tender opportunities from pre qualification to award.
- Explore new revenue opportunities and partnerships within
the Financial Services sector.
3. Commercial Management & Execution
- Build and maintain a healthy pipeline of opportunities.
- Monitor opportunity progression and conversion plans.
- Maintain accurate sales forecasts, CRM updates, and
customer records.
- Track market trends, customer needs, and competitor
activity.
- Collaborate with internal teams to ensure seamless
customer experience and execution.
- Achieve assigned revenue, gross profit, and collection
targets.
Requirements
Qualifications
- Bachelor's Degree in Business Administration,
Commerce, Sales & Marketing, or a related field.
- Professional qualification in Sales, Business Development,
or Key Account Management will be an added advantage.
- Exposure to insurance or financial institutions will be an added advantage.
Knowledge, Skills & Experience
- Minimum 7 years’ experience in B2B sales, business
development, or key account management.
- Proven experience managing large corporate customers,
preferably within banks, insurance companies, or complex institutional accounts.
- Demonstrated success in growing accounts and developing
new business opportunities.
- Strong consultative selling and solution development
skills.
- Ability to engage and influence senior customer
stakeholders.
- Experience handling tenders, negotiations, and complex
commercial opportunities.
- Strong commercial acumen with excellent planning and
relationship management skills.
- Ability to identify growth opportunities and drive
customer expansion.
Success in this role will be measured by:
- Achievement of assigned revenue, profitability, and
collection targets.
- Growth and expansion of Financial Services customers.
- Acquisition of new high-value customers.
- Increased customer penetration and repeat business.
- Development of strong customer relationships across
decision-making levels.
- Creation of sustainable growth opportunities within the
Financial Services sector.
CDL Last Mile Solutions New York, New York, USA Office
New York, NY, United States
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