Business Lead - BFSI

What drives us?

Mumbai, WFO

We specialize in providing value-added assistance and assurance services across industries, dedicated to
enhancing customer experiences and delivering innovative products tailored to client needs.
What will you drive?
You will be responsible for managing sales of value-added assistance Products through strategic client acquisi:on and
rela:onship management within the BFSI sector

HR@acrossassist.com
+91 8816053341
Across Assist

• Understand client requirements and align our solutions (products/services) to address specific business needs.
• Achieve monthly, quarterly, and annual sales targets through consultative and value-based selling.
• Build a strong pipeline through market research, industry networking, and participation in relevant forums/events.
• Collaborate closely with product, marketing, and delivery teams to ensure client expectations are met.
• Prepare business plans, proposals, and presentations tailored for BFSI clients.
• Monitor market trends, competitor activity, and regulatory changes affecting BFSI to adjust strategies accordingly.
• Maintain accurate and up-to-date records of all sales activities in CRM.

Key Requirements:
• Master’s degree in Business, Finance, Marketing, or related field.
• 5–8 years of experience in business development/sales of VAS / X-sell products with at least 4 years in BFSI domain.
• Strong understanding of BFSI landscape, regulatory environment, and emerging trends
• Proven ability to close high-value deals and manage long sales cycles.
• Exceptional communication, negotiation, and relationship-building skills.
• Strategic thinker with a data-driven approach to sales.
• Proficiency in CRM tools (e.g., Salesforce, Zoho) and MS Office Suite.

Why us?
Join our vibrant, forward thinking team committed revolutionizing the assistance industries. Experience innovation
we deliver unparalleled value to our clients. Enjoy continuous professional development and a collaborative
environment where you ride as drive our success. If you're passionate about Making are impact and eager to grow
your career at across assist, we are here to help you.