Regional Sales Manager

4 weeks ago


Coimbatore, Tamil Nadu, India Skillventory Full time
Job Description

Key Responsibilities:

Business Development & Acquisition

- Identify and acquire TASC clients in the assigned region through self-sourcing and team efforts.
- Build relationships with key stakeholders (e.g., trustees, treasurers, secretaries) in institutions.
- Develop customized banking solutions including CASA, digital payments, CMS, FD, TDR, and other products tailored for TASC clients.

Team Management

- Lead, train, and manage a team of TASC Sales Officers/Managers across multiple locations.
- Allocate targets, track performance, and provide guidance to enhance productivity.
- Conduct field joint calls with team members for high-value or complex clients.

Revenue & Target Achievement

- Achieve region-level targets for CASA balances, account acquisition, cross-sell, and fee income.
- Drive higher wallet share and long-term engagement with TASC clients.
- Ensure regular activation of accounts and maintain high-quality sourcing.

Client Relationship & Retention

- Maintain strong, long-term relationships with key accounts to ensure customer satisfaction.
- Act as a regional escalation point for client issues or service delivery problems.
- Coordinate with service, operations, and compliance teams for seamless onboarding and service.

Compliance & Risk Management

- Ensure adherence to KYC, AML, and other regulatory guidelines for TASC segment.
- Conduct due diligence and ensure clean documentation and audit readiness.
- Monitor and minimize risks in onboarding and servicing institutional clients.

Key Skills & Competencies:

- Deep understanding of institutional and TASC banking
- Strong business development and client acquisition skills
- Leadership and people management
- Relationship-building and negotiation skills
- Familiarity with banking regulations (especially for TASC accounts)
- Proficiency in MS Excel, CRM tools, and sales tracking

Qualifications & Experience:

- Graduate/Postgraduate in Business Administration, Finance, or related field
- 712 years of experience in banking, preferably in CASA/TASC/Institutional Sales
- Prior regional-level leadership experience is preferred
- Strong local market knowledge and institutional network

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