Sales & Customer Success Executive (Banking, Financial Services

Location: Tala Road, Runda Off, Kiambu Road.

Job type: Fulltime Indepth Research Institute (IRES) is a global training and professional services firm that partners with organizations to enhance productivity, performance, sustainability and overall success.

Job Summary The ideal candidate will be responsible for driving sales growth, establishing strong client relationships, and ensuring the success of our healthcare training and services within the health sector.

The ideal candidate should have a strong background in Sales & Business Development, Excellent Communication Skills, and a proven track record in building successful relationships with organizations in the Private, Public and Not-for Profit sectors.

Key responsibilities: Sales and Business Development: Identify and pursue new sales opportunities within the BFSI sector, including banks, financial institutions, insurance companies, and related organizations.

Develop and maintain a robust sales pipeline through proactive outreach, networking, and relationship building within the BFSI domain.

Achieve and exceed sales targets by implementing effective sales strategies tailored to the unique needs and challenges of the BFSI sector.

Client Relationship Management: Serve as the primary point of contact for BFSI clients, understanding their training needs, industry challenges, and strategic goals.

Cultivate positive and long-term relationships with existing and potential BFSI clients, ensuring their satisfaction and success with our training and consultancy services.

Address client inquiries promptly and provide relevant information about our BFSI-focused training programs and consultancy solutions.

Customer Success: Ensure the successful onboarding of new BFSI clients, providing guidance on available training programs and consultancy services tailored to their specific requirements.

Proactively engage with BFSI clients to understand their ongoing training needs, challenges, and industry trends, offering customized solutions for continuous success.

Monitor client satisfaction and serve as a liaison between BFSI clients and internal teams to ensure effective communication and issue resolution.

Sales Presentations and Proposals: Prepare and deliver persuasive sales presentations to showcase the benefits of our BFSI training programs and consultancy services.

Develop comprehensive proposals outlining customized solutions, pricing structures, and terms aligned with the unique needs of BFSI clients.

Market Research and Analysis: Conduct market research within the BFSI sector to identify industry trends, competitor analysis, and potential opportunities for business growth.

Analyze customer feedback and market insights to adapt sales and customer success strategies to the ever-evolving BFSI landscape.

Qualifications and Experience Bachelor's degree in Business Administration, Finance, Economics, or a related field.

Proven experience in sales and customer success within the BFSI sector, preferably in corporate training or consultancy services.

In-depth understanding of BFSI training programs, regulatory requirements, and industry dynamics.

Results-oriented with a demonstrated track record of meeting and exceeding sales targets in the BFSI domain.

Excellent communication, negotiation, and interpersonal skills.

Ability to work independently and collaboratively in a fast-paced, dynamic environment.

Proficiency in using CRM software, Microsoft Office Suite, and other business development tools.

Minimum of 2 to 3 years of relevant experience, preferably in a corporate training organization serving the BFSI sector.

Advanced skills in MS Office, PowerPoint, and Excel.

High level understanding of computer technology.

Proven track record of successfully meeting sales quota preferably over the phone Analytical mind and great business sense Outstanding negotiation skills with the ability to resolve issues and address complaints.

How to Apply: Your application (Cover Letter & CV) should be sent to to us on or before CoB Friday, 26th April 2024.

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