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Financial Institution Client Management Lead

1 week ago

Noida, Uttar Pradesh, India Biz2X Full time

Biz2X is a leader in digital lending solutions, committed to transforming business finance. We are seeking an experienced Account Manager to own and grow key relationships with banks, NBFCs, and financial institutions that have implemented our lending SaaS platform.

This role requires a strong client management background, technical understanding of digital lending workflows, and a consultative approach to drive product adoption, retention, and revenue expansion. The ideal candidate will have a deep understanding of client needs, lending workflows, and pain points to provide strategic product recommendations and guide clients in optimizing their lending operations.

Key Responsibilities:

  • Client Relationship & Account Growth: Act as the primary point of contact for key banking and NBFC clients using our lending SaaS solutions. Develop a deep understanding of client needs, lending workflows, and pain points to provide strategic product recommendations.
  • Product Adoption & Solutioning: Collaborate with product, engineering, and customer success teams to ensure seamless implementation and adoption. Guide clients in optimizing the loan origination system (LOS), underwriting models, collections automation, and regulatory compliance.
  • Performance Monitoring & Support: Track key SaaS adoption metrics, loan processing efficiency, and portfolio performance for clients. Identify churn risks early and proactively address concerns to improve retention.
  • Strategic Consulting & Thought Leadership: Advise banks and NBFCs on digital lending best practices, RBI regulations, and emerging fintech trends. Conduct training sessions, product demos, and workshops to drive deeper engagement.

Qualifications & Skills:

  • 7-10+ years of experience in account management, customer success, or business development in fintech, SaaS, or banking.
  • Strong knowledge of loan origination, underwriting, collections, and credit risk management.
  • Prior experience handling enterprise accounts in banks, NBFCs, or financial institutions.
  • Understanding of API-driven SaaS platforms, AI-based credit models, and open banking integrations.