- Manage and grow a portfolio of mid-size and enterprise B2B clients, ensuring long-term business partnerships and high customer satisfaction- Develop strong relationships with CXOs, founders, finance heads, and other senior business stakeholders to understand their business objectives and technology requirements.
- Drive end-to-end account management, including client onboarding, implementation, adoption, renewal, and expansion of SaaS and Banking-as-a-Service (BaaS) solutions. Identify current business opportunities within existing accounts through up-selling,

cross-selling, and solution expansion.

- Understand client business challenges and recommend customized SaaS, BaaS, API banking, embedded finance, and payment solutions aligned with their business goals.Act as a trusted advisor by providing strategic recommendations that improve client efficiency, operational performance, and digital transformation initiatives.
- Own the completed post-sales relationships, ensuring timely issue resolution's, service excellence, and continuous client engagement.Collaborate with Sales, Product, Technology, Operations, Customer Success, and Compliance teams to deliver seamless implementation and ongoing support.
- Conduct Quarterly Business Reviews (QBRs),



performance reviews, and executive business meetings with enterprise customers.

Monitor client health, usage trends, and account performance to identify risks and implement retention strategies proactively.

- Negotiate commercial terms, contract renewals, pricing discussions, and service agreements while ensuring mutual business value.Build and maintain a healthy sales pipeline for account expansion and consistently achieve revenue, retention, and portfolio growth targets.
- Maintain accurate CRM records, account plans, sales forecasts, and customer engagement reports.Stay updated on industry trends, competitor offerings, digital banking, APIs, embedded finance, and emerging FinTech technologies to provide valueadded consulting to clients.
- Ensure compliance with internal policies, regulatory requirements, and service-level agreements (SLAs). Mentor junior relationship managers or account executives, share best practices, and contribute to team performance whenever required.Represent the organization during client meetings, industry events, and business networking opportunities to strengthen the company's market presence.

📌 SENIOR RELATIONSHIP MANAGER (India)
🏢 Orissa Doot
📍 India