Sales/ Account Manager (BFSI Domain)

Shifastar Technologies; Navi Mumbai; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

Shifastar Technologies is seeking an experienced Sales/Account Manager (BFSI Domain) to drive new business opportunities in Capital Markets and Financial Services, focusing on IPO-bound and listed companies, investment banks, and financial institutions.

You will own the full sales cycle from lead generation to proposal submission, engage with senior stakeholders, and build a robust pipeline through DRHP analysis and market intelligence, ensuring revenue growth and client satisfaction.

Qualifications

• MBA with a specialization in Finance or Marketing.
• 8 to 10 years of relevant post-MBA experience in new business development, corporate client relationship management, consulting, or advisory.
• 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.
• 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 awareness of current economic, industry, and market developments.
• Strong stakeholder management, relationship-building, and communication skills.
• Willingness to travel as required for business needs.

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 toorganizational compliance and governance standards.

Skills

Stakeholder management

Relationship-building

Communication skills

Sales / BD

Education

MBA (Finance or Marketing)

Job description

We have an urgent opportunity for Sales/ Account Manager (BFSI Domain) position with a Leading global provider of business decisioning data and analytics.

Role Summary

The role focuses on developing business opportunities across the Capital Markets and Financial Services segment, particularly IPO-bound and listed companies, investment banks, and financial institutions. It involves leveraging DRHP and market intelligence, building relationships with senior stakeholders, managing the end-to-end business cycle, and driving sustainable client and revenue growth.

KEY 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 toorganizational 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.

KEY REQUIREMENTS

• MBA with a specialization in Finance or Marketing.
• 8 to 10 years of relevant post-MBA experience, preferably in new business development, corporate client relationship management, consulting, or advisory.
• 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.
• 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.