MOHNISH R
Regional Sales Manager - Marketing
Chennai
Summary
Vision-driven Revenue Growth Architect with 12+ years of experience in BFSI, specializing in multi-product sales across cards, CASA, insurance, and wealth verticals. Spearheaded high-impact go-to-market strategies at regional and cluster levels, ensuring sustainable top-line growth through omnichannel sales initiatives. Proven P&L ownership and consistent overachievement of sales KPIs across marquee institutions like SBI Cards, Yes Bank, Standard Chartered, and Citibank. Adept in CX transformation through structured client engagement programs, tele-sales center optimization, and customer journey mapping. Strong expertise in cross-functional orchestration, seamlessly aligning service operations, credit, and sales to deliver unified customer outcomes. Cultivated and managed HNI & SME portfolios, delivering bespoke financial solutions and building deep-rooted relationships that translate into long-term loyalty and wallet share expansion. Champion of data-driven decisioning, leveraging analytics and AI-powered dashboards to track performance, fine-tune campaigns, and enable predictive selling. Known for building high-performing sales engines, recruiting and nurturing agile teams through capability-building frameworks and performance gamification. Hands-on with brand stewardship and regional campaign execution, ensuring synergy between central marketing goals and local execution excellence. Active member of leadership forums, contributing to organizational change management, strategic reviews, and business transformation roadmaps.
Overview
12
12
years of professional experience
1
1
Language
Work History
Regional Sales Manager - South India – Marketing
SBI Cards
12.2019 - Current
- Directing multiple sales teams in southern states with over 70 team managers with direct reporting, focused on credit cards, insurance, and wealth management products at a zonal level, ensuring alignment with corporate objectives and market demands.
- Achieving regional revenue targets, employing strategic planning and execution to drive sales performance across diverse product lines.
- Crafting and implementing marketing strategies for cross-selling initiatives, enhancing product visibility and customer engagement.
- Overseeing operations of a tele-calling center dedicated to sales and service, ensuring efficiency and effectiveness in customer interactions.
- Managing escalations, disputes & claim settlements across all product offerings, ensuring customer satisfaction & regulatory compliance.
- Conducting brand management and data intelligence analysis to inform marketing campaigns and product positioning.
- Participating as a key member of the SBI Cards Leadership Team, contributing to strategic decision-making and organizational growth.
- Establishing and nurturing business relationships with SMEs and corporate clients, enhancing market penetration and revenue generation.
- Led, motivated & recruited high-performing teams to consistently achieve & exceed monthly performance targets across multiple functions.
Senior Manager – Sales CASA Branch Banking
IDFC FIRST Bank
06.2019 - 12.2019
- Led multiple sales teams focused on CASA, insurance, and wealth management products within branch operations, ensuring alignment with broader business objectives.
- Achieved branch-level revenue targets through strategic sales planning, execution, and continuous performance monitoring.
- Exercised functional control over cluster branch service teams, maintaining high standards of customer service and operational efficiency.
- Cultivated strong business relationships with SMEs & corporate clients, enhancing market presence and expanding bank’s service portfolio.
- Managed servicing & portfolio oversight for HNIs, delivering customized financial solutions aligned with client needs.
- Motivated, recruited, and developed high-performing sales teams, fostering a results-driven culture and consistently meeting monthly performance goals.
Senior Manager – Cluster Sales Leader
Yes Bank
12.2016 - 12.2019
- Led sales teams across multiple cluster branches, focusing on CASA, insurance & wealth management products to achieve cluster-level revenue targets.
- Acted as a key member of the Yes Bank Leadership Team, contributing to strategic planning and operational excellence.
- Exercised functional control over service teams in cluster branches, ensuring compliance with service standards and customer satisfaction.
- Established & maintained business relationships with SMEs and corporate clients, enhancing the bank’s service offerings and market reach.
- Managed the servicing and portfolio of HNI clients, delivering personalized financial solutions to meet their unique needs.
- Coordinated with internal and external auditors to ensure compliance with regulatory requirements and operational standards.
Business Development Manager – Priority Acquisitions
Standard Chartered
12.2015 - 12.2016
- Led the sales team focused on mortgage, home loans, insurance, mutual funds & priority accounts, driving revenue growth.
- Collaborated with branch managers and relationship managers to identify opportunities for revenue enhancement and client acquisition.
- Developed business opportunities through direct sales agencies (DSA) & direct sales representatives (DSR), expanding the client base.
- Established and nurtured relationships with premium real estate developers, insurance providers, and mutual fund distributors to augment sales efforts; provided wealth management solutions to premium clients, tailoring services to meet their financial goals and objectives.
- Coordinated with various departments to drive business initiatives & increase overall turnover, ensuring alignment with corporate objectives.
Relationship Manager – Mortgages
Citibank
12.2013 - 11.2015
- Led the sales team focused on mortgage and home loan products, ensuring alignment with corporate sales objectives and client needs.
- Exercised functional control over the credit processing team, ensuring compliance with internal policies and regulatory requirements.
- Established & maintained business relationships with premium real estate developers, enhancing bank’s market presence.
- Identified and developed direct sales agencies to support sales efforts, expanding the reach and effectiveness of the sales team.
- Maintained and improved premium client services, ensuring high levels of client satisfaction and retention.
- Coordinated directly with premium clients to understand their financial needs and provide tailored solutions.
Education
MBA & PGDM - Finance & IT
Amity Global Business School
Chennai01.2013
B.Com. - undefined
University of Madras
01.2011
Skills
Sales management
Revenue growth
Strategic marketing and campaigns Cross-selling strategies
Client relationship management
Investment portfolio management
Zonal operations management
Escalation management
Business development
Brand management and data intelligence
Team leadership and collaboration
Audit and risk management
Digital competence
Analytical thinking
Business ethics
Effective communication
Team development
Extra-Curricular Activities
Reached the Final Round of the 'Best Manager' competition organized by IIPM Business School, Chennai, competing among top B-schools.
Career Timeline
MBA & PGDM, Finance & IT, Amity Global Business School, Chennai, 2013-01-01, B.Com., University of Madras, 2011-01-01, SBI Cards, Regional Sales Manager - South India - Marketing, 2019-12-01, Present, IDFC FIRST Bank, Senior Manager - Sales CASA Branch Banking, 2019-06-01, 2019-12-01, Yes Bank, Senior Manager - Cluster Sales Leader, 2016-12-01, 2019-12-01, Standard Chartered, Business Development Manager - Priority Acquisitions, 2015-12-01, 2016-12-01, Citibank, Relationship Manager - Mortgages, 2013-12-01, 2015-11-01
Personal Information
Date of Birth: 1990-11-12
Training
- Audit & Risk Management - Explored audit principles, risk assessment frameworks, and regulatory compliance.
- International HRM - Discussed cross-cultural HR practices, global talent acquisition, and international labor laws.
- Financial Management - Covered topics in capital budgeting, financial planning, and investment decision-making.
Timeline
Regional Sales Manager - South India – Marketing
SBI Cards
12.2019 - Current
Senior Manager – Sales CASA Branch Banking
IDFC FIRST Bank
06.2019 - 12.2019
Senior Manager – Cluster Sales Leader
Yes Bank
12.2016 - 12.2019
Business Development Manager – Priority Acquisitions
Standard Chartered
12.2015 - 12.2016
Relationship Manager – Mortgages
Citibank
12.2013 - 11.2015
MBA & PGDM - Finance & IT
Amity Global Business School
B.Com. - undefined
University of Madras