Sales Account Manager

Job Overview Role: Sales Manager (Banking Sector)

Core Goal: Drive revenue targets, build client relationships, and oversee financial product sales (such as loans, accounts, or digital banking software).

Key Responsibilities Business Development: Identify and pursue new client opportunities, corporate accounts, or institutional partnerships.

Sales Strategy: Develop local and regional market strategies to sell banking products like loans, credit facilities, deposits, or specialized treasury services.

Team Leadership: Coach, train, and manage sales representatives or relationship managers to meet and exceed performance goals.

Client Management: Build long-term relationships with key high-net-worth, corporate, or institutional clients.

Compliance & Risk: Ensure all sales activities follow local banking laws, regulatory frameworks (such as central bank guidelines), and internal KYC/AML policies.

Performance Tracking: Monitor sales pipelines using CRM systems, analyze metrics, and report forecasts to senior leadership

Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

Experience: 5 to 10+ years of experience in B2B or financial services sales, with at least 3 years in a team-handling or management role.

Industry Knowledge: Deep understanding of banking operations, lending products, digital financial solutions, and regional central bank regulations.

Soft Skills: Strong verbal and written communication, executive negotiation, and problem-solving abilities.