Strategic Account Planner

2 weeks ago


Delhi Gurugram NCR New Delhi, India Dun & Bradstreet Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

Business Development

  • Identifies new business opportunities by prospecting and evaluating relevant entities.
  • Makes pitches/presentations to senior level bankers and corporates for the Banks bouquet of products.
  • Is responsible for achieving set sales targets for products such as Business Information Reports (BIR), D&B Credit subscription & Project Appraisal Services (PAS)
  • Completely Owns assigned accounts from Lead Generation to final delivery of service offering.
  • Organizes and attends theme based events which cater to Banks as part of the customer acquisition Strategy.
  • Builds and maintains a strong sales pipeline in order to consistently deliver on set targets
  • Maps allocated accounts and builds strong work relationships with clients for repeat business.
    • Regularly reports all sales activity and acts within the companys compliance framework.

Sales Co-ordination

  • Ensures process adherence at all times for error free timely delivery of projects.
  • Liaises with the operations team for a smooth delivery of the end product and ensuring the service expectations of the customers are met.
  • Maintains data / client contact details in appropriate data warehouses hygienically.
  • Files Progress Reviews and Forecasting Reports periodically as required by the Management

Preferred candidate profile

Qualification: Graduate/ MBA (Finance/Marketing)

Experience: Min 3- 8 years of relevant in new business development and corporate client relationship management.


• Knowledge of Trade finance and other banking products would be preferred.


• Experience in Credit Ratings/Consulting/Advisory


• Analytical Capabilities and Problem Solving


• Sound Business Knowledge / Update on Current Affairs


• Ready to Travel



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