Business Development & Client Relationship Executive

• *Roles \& Responsibilities**

• *1\. New Business Development \& Lead Generation**

• Follow up on assigned leads and arrange meetings with prospective B2B clients across the assigned territory / zone in a timely and structured manner.
• Generate leads independently through field experience, market research, referrals, networking, and observation of industry events and regulatory developments.
• Research prospective client institutions – their business profile, organizational structure, regulatory context, and technology maturity – to build relevant engagement and project strategies.
• Attend industry events, conferences, and seminars to identify new prospects and build APT's presence and credibility in target markets.
• Maintain an organized, current pipeline of all prospects in the CRM system at all times.

• *2\. Product Demonstrations \& Pre\-Sales Engagement**

• Develop thorough, in\-depth functional knowledge of all assigned APT products – for both sales conversations and post\-sale client advisory.
• Conduct structured, confident product demonstrations and presentations for prospective clients – positioning APT's solutions as the most relevant fit for the client's specific needs.
• Prepare supporting documentation – quotations, product notes, and proposal decks – to move deals forward efficiently and professionally.
• Handle commercial negotiations within approved parameters and close business deals – ensuring full documentation is handed over accurately to the CS and Billing teams.
• Consistently work towards and surpass assigned quarterly and annual new business targets.

• *3\. Client Relationship Management \& Account Retention**

• Develop long\-term, trusted relationships with key stakeholders across assigned existing client accounts – positioning yourself as a reliable, knowledgeable, and responsive point of contact.
• Schedule and conduct regular client meetings and structured check\-ins – monitoring satisfaction levels, addressing concerns proactively, and reinforcing the value of APT's products and services.
• Create and execute quarterly client engagement plans – structured around key accounts, upcoming renewals, and product awareness or training needs.
• Act as the first point of contact for client complaints and escalations – owning the resolution process and coordinating internally to ensure prompt, professional closure.
• Proactively seek and document client feedback and share structured insights with the concerned teams.

• *4\. AMC \& Subscription Renewal Management**

• Take full ownership of AMC and subscription renewals for all assigned client accounts – tracking renewal timelines, initiating engagement well in advance, and ensuring zero unplanned churn.
• Prepare, present, and negotiate renewal proposals and commercial quotes with clients – handling negotiations confidently and finalizing agreements.
• Identify and actively pursue **upsell and cross\-sell opportunities** within the existing client base – introducing clients to additional APT products or service tiers that genuinely address their evolving needs.
• Maintain accurate, current records of all renewals, client interactions, and commercial discussions in the CRM system.

• *5\. Client Training \& Product Awareness**

• Conduct product training sessions and awareness programs for assigned clients – helping them maximize adoption, utilization, and value from APT's products and services.
• Proactively advise clients on product updates, new features, and best practices that could benefit their organization.
• Prepare client\-facing training documentation, user guides, and awareness materials where required.

• *6\. Market Intelligence \& Internal Collaboration**

• Track competitor activity, market trends, and regulatory developments – and share structured insights with the teams at defined intervals.
• Provide field intelligence to the concerned team(s) to support product positioning, campaigns, and collateral development.
• Collaborate proactively with the Product Delivery, Product Development, and Marketing teams to address client needs and ensure a seamless client experience across the entire lifecycle.
• Maintain accurate and current records of all client interactions, deal stages, renewal timelines, and pipeline activity in the CRM system.
• Provide regular, structured updates to the Reporting Head on new business pipeline, renewal status, client health, and market observations.

• *Qualification / Skill\-sets**

• Graduates / Professional Degree\-holders / Post\-Graduates desirous of a career spanning both Business Development / Sales and Client Relationship Management in the IT Software Solutions / Services space.
• 2\-3 years of overall experience. Freshers with the right attitude, communication skills, and client orientation are actively encouraged to apply.
• Pleasing personality with excellent oral and written communication skills – a non\-negotiable prerequisite for this client\-facing role.
• Sound presentation creation and delivery skills – including the ability to engage confidently with senior institutional stakeholders.
• Strong problem\-solving aptitude – with the clarity and composure to understand client issues and find structured, practical resolutions.
• Ability to manage multiple concurrent priorities – new business conversations, active renewals, client relationships, and internal coordination – without losing detail or urgency.
• Character traits of patience, resilience, and adaptability – essential for navigating long sales cycles while simultaneously sustaining trusted client relationships.
• Willingness and enthusiasm to extensively travel across assigned territory *(within the city and PAN India, by any means of transport)* – and a genuine passion for daily client interaction.
• Proficiency in MS Office – particularly PowerPoint and Excel.
• Keen desire for collaboration and interaction with internal cross\-functional teams.

• *Added Advantage Qualification / Skill\-sets**

• Prior experience of 2 years in Business Development, Key Account Management, or Client Relationship Management – ideally in IT Software Solutions / Services, with a demonstrable track record.
• Prior exposure to the BFSI sector – including banks, NBFCs, cooperative institutions, mutual fund houses, insurance companies, or financial training institutions – in a sales or relationship management capacity.
• Basic understanding of Banking / Financial Services – including regulatory frameworks, compliance dynamics, AMC / subscription commercial models, or technology adoption trends.
• Experience of engaging with mid\-profile or senior institutional clients and stakeholders across multiple levels of an organization.
• Working knowledge of CRM software for pipeline management, renewal tracking, and client interaction records and exposure to AMC, subscription\-based, or SaaS commercial models and the associated renewal and upsell processes.

Pay: ₹30,000\.00 \- ₹40,000\.00 per month

Benefits

• Health insurance
• Leave encashment
• Life insurance
• Paid sick time
• Provident Fund

Work Location: In person