Regional Sales Manager Trade Forex

Department: Sales / Business Development

Job Title: Regional Sales Manager Trade Forex

Location: Mumbai / Delhi

Reporting To: Head of Sales / National Head

Experience: 5–10 years in Forex, Remittance, Banking, Financial Services, or related B2B/B2C sales

Job Purpose The Regional Sales Manager – Trade Forex will be responsible for driving business growth, revenue generation, and customer acquisition across the assigned region. The role involves developing relationships with corporate clients, exporters/importers, SMEs, travel businesses, and other forex customers while leading and managing the regional sales team.

Key Responsibilities

1. Regional Business Development

- Develop and execute sales strategies to achieve regional revenue and volume targets.
- Identify new business opportunities and expand the customer base within the assigned territory.
- Build strong relationships with corporate clients, SMEs, exporters, importers, travel companies, and other relevant businesses.
- Develop and maintain a strong regional sales pipeline.

2. Trade Forex Sales

- Drive sales of foreign exchange and related trade/forex solutions.
- Generate business through foreign currency transactions, inward/outward remittances, trade-related forex requirements, and other permitted products/services.
- Understand customer forex requirements and provide appropriate solutions in coordination with internal teams.
- Monitor market trends, competitor activities, and customer requirements.

3. Team Leadership

- Lead, coach, and motivate the regional sales team to achieve business objectives.
- Set individual and team targets and monitor performance regularly.
- Conduct regular sales reviews, field visits, and pipeline reviews.
- Develop team capabilities through training, mentoring, and performance feedback.

4. Client Relationship Management

- Acquire and retain high-value corporate and institutional clients.




- Build long-term relationships with key decision-makers and business owners.
- Handle escalations and ensure timely resolution of customer issues.
- Identify opportunities for cross-selling and increasing customer wallet share.

5. Compliance & Risk Management

- Ensure all sales activities comply with applicable forex, KYC, AML, regulatory, and company policies.
- Coordinate with compliance, operations, treasury, and other internal teams to ensure smooth transaction processing.
- Maintain accurate customer and sales documentation.

6. Performance & Reporting

- Track regional sales performance against targets and KPIs.
- Prepare regular sales forecasts, MIS reports, and business reviews for management.
- Analyze sales data to identify growth opportunities and performance gaps.
- Maintain accurate CRM records and sales pipeline information.

Key Performance Indicators (KPIs)
- Regional revenue and profitability
- Forex transaction volume
- Current customer acquisition
- Corporate/SME client acquisition
- Customer retention and wallet share
- Sales pipeline conversion
- Team productivity and target achievement
- Cross-selling and up-selling performance
- Compliance and documentation quality

Required Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, Commerce, or a related field.
- MBA/PGDM in Sales, Finance, or Marketing is preferred.
- 5–10 years of relevant sales/business development experience.
- Experience in Forex, Trade Finance, Banking, Remittance, Financial Services, or a related industry is preferred.

Required Skills
- Strong knowledge of forex/trade-related products and business development.
- only banking person
- Excellent B2B sales and relationship-management skills.
- Strong negotiation and communication abilities.
- Team leadership and people-management skills.
- Good understanding of regional markets and customer segments.
- Robust analytical, presentation, and reporting skills.
- Ability to work with targets and manage a high-performance sales environment.
- Willingness to travel extensively within the assigned region.

📌 Regional Sales Manager Trade Forex (Delhi)
🏢 Acura solutions
📍 Delhi