Customer Account Manager - BFSI

Greytip Software Private Limited; Mumbai; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Greytip Software Private Limited is seeking a Customer Account Manager – BFSI to manage and grow strategic BFSI accounts with a strong focus on cybersecurity solutions and regulatory requirements.

The role emphasizes relationship management, revenue growth, and cross-sell/up-sell opportunities within banking, financial services, and insurance clients.

Qualifications

• Bachelor's degree in engineering, IT, cybersecurity related field.

Responsibilities

• Manage a portfolio of BFSI clients, primary contact.
• Develop account plans to drive revenue growth and customer retention.
• Identify cross-sell and up-sell opportunities for cybersecurity solutions.
• Collaborate with pre-sales and delivery teams to tailor solutions.
• Lead deal cycles from opportunity to closure and negotiate contracts.
• Conduct regular business reviews with clients and strategic planning sessions.
• Ensure high customer satisfaction through proactive engagement and issue resolution.
• Align offerings with RBI, PCI-DSS, ISO 27001 and BFSI compliance standards.

Skills

Account management

Relationship mgmt

Negotiation

Presentation skills

Cybersecurity knowledge

BFSI domain

Communication

Revenue targets

Education

Bachelor's degree in engineering/IT

Job description

Job Title: Customer Account Manager – (BFSI)

Experience: 5–10 years

Industry: Cybersecurity / BFSI (Banking, Financial Services, Insurance)

Role Overview

We are seeking a results-driven Customer Account Manager to manage and grow

strategic accounts within the BFSI sector. The ideal candidate will have a strong

understanding of cybersecurity solutions and regulatory requirements in banking and

financial services, combined with excellent relationship management and business

Key Responsibilities

• Manage a portfolio of BFSI clients, acting as the primary point of contact.
• Develop and execute account plans to drive revenue growth and customer
• Identify cross-sell and up-sell opportunities for cybersecurity solutions and
• Build and maintain strong relationships with key stakeholders (CIOs, CISOs, Risk
• & Compliance Heads).
• Ensure high customer satisfaction through proactive engagement and issue
• resolution.
• Conduct regular business reviews and strategic planning sessions with clients.
• Cybersecurity Advisory
• Understand client security posture and recommend appropriate solutions (e.g.,
• SIEM, SOC, IAM, endpoint security, cloud security).
• Align offerings with regulatory frameworks such as RBI guidelines, PCI-DSS, ISO
• 27001, and other BFSI compliance standards.
• Collaborate with pre-sales and technical teams to design tailored solutions.
• Sales & Revenue Responsibility
• Own revenue targets and pipeline for assigned accounts.
• Lead deal cycles from opportunity identification to closure.
• Negotiate contracts, renewals, and service agreements.
• Stakeholder Collaboration
• Work closely with internal teams (sales, pre-sales, delivery, product, and
• Ensure seamless delivery of cybersecurity projects and services.

Required Skills & Qualifications

Education

• Bachelor’s degree in engineering, IT, Cybersecurity, or related field

Experience

• 5–10 years in account management / sales within cybersecurity or IT services
• Strong experience working with BFSI clients

Core Skills

• Deep understanding of cybersecurity solutions and threat landscape
• Knowledge of BFSI regulations and compliance requirements
• Strong communication, negotiation, and presentation skills
• Proven track record of achieving revenue targets
• Ability to manage complex enterprise account