Regional Manager Sales (BFSI Distribution)

Job Description:Regional Manager – Sales (BFSI Distribution)

Position: Regional Manager – Sales

Department: Sales / Distribution

Location: [Assigned Zone / Region]

Reports To: Director

Experience: 8–15 Years in BFSI Distribution / Wealth Management

Role Overview

We are looking for a dynamic and experienced Zonal Head – Sales to lead and expand our

business across the assigned region. The role will be responsible for driving revenue growth,

managing regional sales teams, expanding distribution networks, and strengthening

relationships with IFAs, MFDs, and key channel partners.

The candidate should possess strong leadership capabilities along with a proven track record

in client acquisition, onboarding, relationship management, and sales performance in the

BFSI sector.

Key Responsibilities

1. Business Growth & Revenue Generation

• Drive regional sales strategy to achieve revenue and business growth targets.

• Expand the company’s distribution footprint through IFAs, MFDs, channel partners,

and financial advisors.

• Identify new business opportunities and develop strong pipelines for client

acquisition and lead generation.

• Monitor regional performance and implement strategies to improve sales

productivity.

2. Team Leadership & Development

• Lead, manage, and mentor Regional Sales Managers, Relationship Managers, and

field sales teams.

• Recruit, train, and develop high-performing sales professionals.

• Set clear KPIs and performance benchmarks for the team.

• Conduct periodic performance reviews and ensure strong sales discipline.3. Client Acquisition & Onboarding

• Drive new client onboarding and portfolio growth within the assigned zone.

• Build strong relationships with high-value clients, partners, and distribution

networks.

• Ensure seamless onboarding and smooth service delivery to clients.

4. Client Retention & Relationship Management

• Maintain strong relationships with existing clients, distributors, and channel partners.

• Develop strategies for client retention, upselling, and cross-selling financial products.

• Handle key escalations and ensure high levels of customer satisfaction.

5. Lead Generation & Market Expansion

• Collaborate with marketing and digital teams to generate quality leads.

• Identify untapped markets and expand the company’s presence across the region.

• Develop strategic partnerships with financial institutions and distribution partners.

6. Compliance & Operational Excellence

• Ensure adherence to regulatory guidelines and internal compliance standards.

• Monitor onboarding processes and documentation standards.

• Maintain accurate MIS reports, sales forecasts, and regional business insights.

Key Skills & Competencies

• Strong leadership and team management abilities

• Excellent relationship management and networking skills

• Proven experience in BFSI distribution and financial products

• Strategic thinking with strong business development skills

• Strong communication, negotiation, and problem-solving abilitiesPreferred Industry Experience

Candidates with experience in the following sectors will be preferred:

• Wealth Management

• Mutual Funds Distribution

• Financial Advisory

• Insurance Distribution

• Investment / Asset Management

Key Performance Indicators (KPIs)

• Regional revenue and business growth

• New client acquisition and onboarding

• Distribution partner expansion (IFA / MFD network)

• Client retention and portfolio growth

• Team productivity and sales target achievement