Relationship Manager - Mutual Funds Sales

Qualification: MSc IT or MCA or BMS with MBA in Sales/Marketing

Experience: 6+ years of enterprise sales experience in BFSI technology / SaaS / fintech / lending tech sales.

Role Overview

We are looking for a Senior BDM - Enterprise Sales with deep experience in BFSI (Specifically Lending) who has independently driven mid-to-large ticket technology deals from prospecting to closure, while also growing and managing strategic enterprise accounts.

Products To Be Sold

Loan Origination System (LOS) - goOriginate (https://credility.in/goOriginate) and its modules.

Key Requirements

Proven track record of:

● Independently closing enterprise BFSI deals

● Handling long sales cycles (3-9-12 months)

● Selling Fintech or Lending Tech Product/ Solution Skill Set

● Added advantage if sold Loan origination system or Onboarding system or CRM.

● Driving revenue expansion through new business logos, cross-sell and up-sell.

● Building long-term CXO relationships within enterprise accounts

● Enterprise solution selling & consultative sales

● Key Account Management & relationship expansion

● Account mining and revenue expansion strategies

● Strong negotiation & commercial acumen

● Stakeholder & objection management and Strong gap analysis

● Lending domain understanding

● CRM discipline & forecasting accuracy

● Strong executive communication & presentation skills

Roles and responsibilities

1. Deal Ownership & Closures

● Own end-to-end enterprise sales cycle: discovery → solutioning → demos → commercials → negotiation → closure (will be supported by Business Head).

● Close mid-to-large ticket deals (Avg. 1 Cr p.a or 4 Crs for 3 Yrs to 5 Yrs TCV deal size ).

● Understand lending workflows.

● Create account penetration strategies for targeted HFCs and NBFCs to get New business logo or Upsell/ Cross sell.

● Build a strong pipeline through outbound prospecting, strategic networking events, referrals, and inbound opportunities.

● Engage CXOs and senior stakeholders across Lending functions (Business, IT & Management).

● Position value-based selling around ROI, operational efficiency, compliance, and scalability.

2. Pipeline Generation & Forecasting

● Maintain accurate sales forecasting, deal stage hygiene, and CRM updates.

● Consistently deliver quarterly and annual TCV targets.

● Track account growth metrics, new logo, renewal forecasts, and expansion pipeline

3. Commercials, Negotiation & Contracting

● Lead pricing discussions, discounting logic, and value justification.

● Close commercial negotiation while protecting margin and long-term account value.

● Drive enterprise deals to final stages negotiating multi-year legal contracts.

Role Overview

We are looking for a Senior BDM – Enterprise Sales with deep experience in BFSI (Banks, NBFCs, HFCs, Fintechs) who has independently driven large-ticket SaaS / technology deals from prospecting to closure.

The role demands ownership of the full sales cycle, strong stakeholder management, and the ability to navigate complex enterprise buying processes involving CXOs, Risk, IT, Compliance, and Procurement teams.

Key Requirements

Proven track record of:

●     Independently closing enterprise BFSI deals

●     Handling long sales cycles (3–9 months)

●     Working with banks, NBFCs, HFCs, or large fintechs

●     Experience selling CRM, Loan Origination Systems (LOS), Loan Management Systems (LMS), Collections & Recovery Platforms, Workflow Automation, Risk Management, Digital Lending, Customer Engagement, Contact Centre, Field Force Automation, or other Enterprise BFSI software solutions.

• Ability to engage with CXOs and senior stakeholders across Business, Operations, IT, Risk, Compliance, Procurement, and Digital Transformation teams.

Skill Set

●     Enterprise solution selling & consultative sales

●     Strong negotiation & commercial acumen

●     Stakeholder & objection management

●     · Strong understanding of BFSI processes including lending, CRM, customer lifecycle management, collections, risk, compliance, digital transformation, and workflow automation.

●     CRM discipline & forecasting accuracy

●     Strong executive communication & presentation skills

Roles and responsibilities

1. Enterprise Deal Ownership & Closures

●     Own end-to-end enterprise sales cycle: discovery → solutioning → demos → commercials → negotiation → closure (will be supported by Business Head).

●     · Independently manage and close enterprise technology deals with an individual deal value of ₹1.5 Cr+ TCV, while driving commercial negotiations and executive stakeholder alignment.

●     Drive deals to final stages including legal, procurement, InfoSec, and commercial negotiations.

2. BFSI Account Penetration

●     Build and manage relationships with CXOs, Heads of Collections, Risk, Operations, IT, Legal & Compliance.

●     Understand BFSI lending, collections, recovery, legal, and compliance workflows.

●     Position value-based selling around ROI, operational efficiency, compliance, and scalability.

3. Pipeline Generation & Forecasting

●     Build and maintain a strong qualified enterprise pipeline (own sourcing + strategic inbound).

●     Maintain accurate sales forecasting, deal stage hygiene, and CRM updates.

●     Consistently deliver quarterly and annual TCV targets.

4. Commercials, Negotiation & Contracting

●     Lead pricing discussions, discounting logic, and value justification.

●     Close deals while protecting margin and long-term account value.

Preferred Industry Background

Candidates from organisations selling Enterprise CRM or BFSI software solutions such as CRM Platforms, LOS, LMS, Collections Platforms, Contact Centre/CCaaS, Workflow Automation, Customer Engagement, Digital Lending Platforms and Enterprise SaaS serving Banks, NBFCs and HFCs.

Job Title: Business development Manager/ Key account Manager

Location- Bengaluru, Mumbai, Chennai, Hyderabad, Jaipur & Kolkata

Job type: Full time, On site

About Us: TIMBLE is leading Authentication Company, delivering cutting edge technology and alternate data analysis for Identity management, Onboarding & Verification and Business Intelligence. We provide solutions across three verticals

1. BFSI Solutions

2. KYC and background check Solutions

3. AI Solutions

Key Responsibilities

•Identify and source relevant alliances and sell services that could bring strategic and monetary value to the Company

•Scope of Partnership could include product Integration, Co-Sell, Resell opportunities.

•Generate sales leads, cold calling, Prospecting, Pitching, product demonstration, Negotiating and Contract Closure in his/her assigned region / industry

•Plan approaches, pitches and own all business metrics and growth for the Partnerships line of business

•Work with internal teams of the organization to ensure that alliance and partnerships are integrated and communicated effectively

Must have work Experience

• Ability of customer facing Business-to-Business and Client Acquisition.
• Previously handled clients from technology & BFSI sector
• Understanding of channel operating models and conflict resolution.
• Prior experience from Bank or Fintech Industry background.

Qualification & Functional Skills

•Graduate in any stream

•Good domain understanding of BFSI industry with sound knowledge of latest business and technological trends

•Ability to develop and conduct effective presentations with decision makers.

•Impact & Influence

•Need for Achievement (nAch)

•Building Relationships & Networking

•Willing to work in a high-pressure & changing sales setup

•Excellent verbal and written communication skills

•Good MS Power-Point and MS-Excel skills

For more visit www.timbleglance.com