BFSI Software Services Sales Specialist

Opcito Technologies; Pune District; On-site; INR 2,000,000 - 3,500,000; Full time

Job summary

Opcito Technologies in Pune is seeking a results-driven BFSI software services sales professional with 5 to 8 years of experience to lead end-to-end sales of software services and technology solutions to banks, NBFCs, fintechs, and insurance firms.

You will build a robust pipeline, qualify opportunities, collaborate with pre-sales and delivery teams, and own the full sales cycle from prospecting to deal closure, while maintaining accurate forecasts and CRM updates.

Qualifications

• 5–8 years of experience in software services sales, IT services sales, or BFSI technology sales.
• Experience handling India and/or international markets (APAC, Middle East, Europe, North America).
• Strong lead generation, business development, pipeline management, and deal-closure skills.

Responsibilities

• Drive end-to-end sales of software services and technology solutions in BFSI domain.
• Identify, qualify and generate new business opportunities through various channels.
• Develop and manage a strong pipeline across BFSI clients (banks, NBFCs, fintechs).
• Own the full sales cycle from lead generation to deal closure.
• Build relationships with CXOs and decision makers within target organizations.

Skills

Lead generation

Business development

Pipeline management

Deal closures

CRM usage

Tools

CRM platforms

Job description

Location: Pune

Experience: 5 to 8 Years

Industry: BFSI Software Services / Product Engineering / FinTech

About the Role

We are seeking a highly motivated and results-driven BFSI Software Services Sales Professional with 5 to 8 years of experience in selling software services and technology solutions to the Banking, Financial Services, and Insurance (BFSI) sector. The ideal candidate should have a proven track record of lead generation, business development, and revenue growth, with experience managing either the Indian market or international markets.

Candidates with exposure to NBFCs, Loan Management Systems (LMS), Portfolio Management Solutions, Product Engineering Services, FinTech platforms, and BFSI technology solutions will be preferred.

Role & responsibilities

• Drive end-to-end sales of software services and technology solutions within the BFSI domain.
• Identify, qualify, and generate new business opportunities through prospecting, networking, referrals, and outbound sales activities.
• Develop and manage a strong pipeline of opportunities across BFSI clients, including banks, NBFCs, fintech companies, and financial institutions.
• Own the complete sales cycle from lead generation, requirement gathering, solution positioning, proposal creation, negotiations, and deal closure.
• Build and maintain relationships with CXOs, business stakeholders, and decision makers within target organizations.
• Collaborate with pre-sales, solution architects, product teams, and delivery teams to create compelling proposals and solutions.
• Develop account growth strategies and identify cross-sell and upsell opportunities.
• Meet and exceed quarterly and annual sales targets.
• Maintain accurate sales forecasts, pipeline reports, and CRM updates. Stay updated on BFSI industry trends, regulatory changes, and emerging technologies.

Preferred candidate profile

• 5 to 8 years of experience in software services sales, IT services sales, product engineering sales, or BFSI technology sales.
• Proven experience handling the India market and/or international markets (APAC, Middle East, Europe, or North America).
• Strong hands-on experience in lead generation, business development, pipeline management, and deal closures.
• Demonstrated track record of consistently achieving or exceeding sales targets.
• Experience selling solutions/services to BFSI clients including Banks, NBFCs, FinTechs, Insurance companies, and Financial Institutions.
• Strong consultative selling and stakeholder management skills.
• Excellent communication, presentation, negotiation, and relationship-building skills.
• Experience working with CRM platforms and sales reporting tools.

Preferred Experience

• Exposure to NBFC technology solutions.
• Experience selling Loan Management Systems (LMS), Loan Origination Systems (LOS), Digital Lending Platforms, or Collection Management Solutions.
• Experience with Portfolio Management Systems (PMS), Wealth Management Platforms, or Capital Market Solutions.
• Product Engineering Services sales experience.
• Understanding of digital transformation initiatives within the BFSI sector.
• Existing network and relationships within BFSI organizations.