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Regional Sales Manager - TASC
ConfidentialMumbai9 days ago
Job descriptionLead, 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. 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. 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. 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. 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 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
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
Revenue & Target Achievement
Client Relationship & Retention
Compliance & Risk Management
Key Skills & Competencies :
Qualifications & Experience :
Skills Required
Business Development, Team Management, Risk Management, Compliance, Crm
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Regional Sales Manager • Mumbai
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