Regional Sales Manager - Trade Finance (10-16 yrs)

Role : Regional Sales Manager - Trade Finance

Location : Maharashtra / Gujarat / Delhi

Role Overview: The Regional Sales Manager for our Lending team will be responsible for driving the growth of the loan products by developing strong relationships with potential and existing clients. This role combines a deep understanding of lending products with excellent sales and relationship-building skills to deliver tailored financial solutions. The ideal candidate will play a key role in expanding our customer base, meeting sales targets, and ensuring exceptional customer satisfaction. The role ensures revenue maximization for the company and building a strong book and ensure there is zero delinquency in the book.

Key Responsibilities:

1. The objective of this job is to be responsible for business revenue and sales targets for the region allotted for products by means of:

a. Visiting corporate customers especially traders who are into Imports and Identifying potential business opportunities.

b. Making recommendations to clients with regards to Organisations Products (existing as well as new) as per their business requirement.

2. Contacting clients and setting up meetings. Conducting in-depth reviews of Business Segments based on existing customer databases by analyzing information and strategizing marketing activities.

3. Researching information from various sources on Importers customer base and also our internal analytical team to meet given sales/income targets.

4. Resolution of queries of clients within TAT specified.

5.Ensure compliance through regular process checks and self-audit scores.

6. Experience in Trade Finance will be an advantage.

7. Sales Process of the company to be followed by way of

- Build and maintain long-term relationships with clients, including individuals and businesses.

- Serve as the primary point of contact for clients, addressing inquiries, concerns, and needs.

- Provide personalized financial solutions based on clients' specific requirements and lending criteria.

- Identify and pursue new business opportunities in both existing and new markets.

- Develop and implement strategies to acquire new clients and retain existing ones.

- Meet and exceed sales targets and KPIs set by the team and management.

8. Collaboration with Internal Teams:

- Work closely with the underwriting, risk management, and marketing teams to ensure smooth client onboarding and loan approval processes.

- Coordinating with the internal stake holders of different companies of the group for preferred collaborations for maximization of Customer conversions.

- Provide feedback to the product development team regarding client needs and market trends.

- Ensure discussion with different groups and product teams for lead flow.

Educational Qualification / Work Experience & Skills:

- PG /MBA with 10+ years in a sales role within the fintech or lending industry ( with min. 2+yrs into Trade Finance)

- Strong understanding of lending products, fintech solutions, and financial markets.

- Exceptional relationship-building, negotiation, and communication skills.

- Results-oriented with a proven track record of meeting or exceeding sales targets.

- Ability to work independently and as part of a collaborative team.

- Familiarity with CRM tools and other sales management software.

- High level of professionalism, integrity, and customer service focus.

- Experience with digital lending platforms and alternative lending solutions.