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Regional Sales Manager - TASC

Regional Sales Manager - TASC

ConfidentialCoimbatore
9 days ago
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
  • 7–12 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

    • Skills Required

    Business Development, Team Management, Risk Management, Compliance, Crm

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