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Regional Vice President - Financial Services

Own Company

Own Company

Accounting & Finance
Mumbai, Maharashtra, India
Posted on Dec 8, 2025

Description

JOB Description: Regional Vice President - Financial services
Role Overview
  • Lead the Financial Services (Banks, Insurance, NBFCs, Wealth/Asset Management) sales organisation for West region.
  • Own growth strategy, revenue performance, and execution across the Financial Services vertical.
  • Manage and coach a team of Account Executives focused on enterprise and strategic accounts.
  • Drive adoption of Salesforce + Tableau + Data Cloud across large Financial Services institutions.
  • Build a high-performance, customer-obsessed sales culture aligned with Salesforce values.
Key Responsibilities
  • Own and exceed regional revenue and quota targets with strong monthly and quarterly deal cadence.
  • Build multi-year growth strategies to significantly expand Salesforce and Tableau penetration in Financial Services.
  • Drive account and territory planning, industry strategies, and pipeline discipline for BFSI customers.
  • Engage and influence senior executives including CIOs, CTOs, CMOs, CROs, Heads of Risk, Operations, Digital and Analytics.
  • Build long-term C-suite relationships and expand wallet share across major accounts.
  • Identify, shape, and close large enterprise-wide transformation opportunities across AI, Data, Analytics, and CRM.
  • Ensure accurate and disciplined forecasting with ±5% accuracy.
  • Promote rigorous use of Salesforce CRM and drive operational excellence across the team.
  • Collaborate closely with Pre-Sales, Partners, Marketing, Customer Success, and regional leadership to deliver unified outcomes.
  • Evangelize Salesforce, Tableau, and Data Cloud solutions through presentations, demos, and executive engagements.
  • Stay ahead of competitive trends, regulatory developments, and technology shifts in the BFSI sector.
  • Recruit, coach, and develop high-performing Account Executives; cultivate a strong, inclusive team culture.
  • Drive both large enterprise transformation deals and high-velocity run-rate business.
  • Travel as required within the region to support key customer engagements.
Who You Are
  • 15+ years of enterprise software sales experience, ideally selling into Financial Services institutions.
  • Proven leadership experience in managing and scaling enterprise or strategic sales teams.
  • Strong understanding of Banking, Insurance, NBFC, Asset/Wealth Management processes and transformation priorities.
  • Experience in Analytics, BI, Data Platforms, AI, or related technologies is preferred.
  • Consistent history of over-achievement and building referenceable enterprise customers.
  • Expertise in complex enterprise sales cycles, multi-stakeholder engagement, and large deal execution.
  • Strong executive presence, emotional intelligence, and ability to influence at C-level.
  • Highly collaborative, thrives in a matrixed environment, and excels at cross-functional leadership.
  • Passionate about developing talent and building a high-performance culture.
  • Self-directed, resourceful, and able to manage technical and strategic conversations with senior leaders.
  • A natural recruiter who identifies and attracts top talent to strengthen the organisation.