Regional Sales Manager - TASC

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