Territory Manager - Sales

Posting Title: Territory Manager - Sales

Industry: Financial Services

Salary: ₹5 - 7 L

Work Experience: 5+ years

Required Skills: Banking operations, BL, PL, LAP, Field Sales,
Finance, Documentation, Customer Handling, Sales

Summary

The Territory Manager - Sales plays a pivotal
role in driving revenue growth and market expansion within the financial
services sector. Reporting to the Regional Sales Head, this position is
responsible for leading and managing a defined sales territory, overseeing
field sales teams, and executing strategic initiatives to achieve quarterly and
annual sales targets. The ideal candidate will leverage deep expertise in
banking operations, loan products (including BL, PL, LAP), and financial
documentation to guide clients through end -to -end transaction processes while
ensuring compliance, accuracy, and exceptional customer experience. This role
demands a proactive, results -driven professional with a strong command of
financial product knowledge, customer relationship management, and field
execution. The Territory Manager is instrumental in building long -term client
partnerships, identifying new business opportunities, and maintaining a
high -performance sales culture across the territory.

Responsibilities

• Lead and mentor a team of field
  sales executives to achieve individual and team sales targets within the
  assigned territory.
  
• Develop and execute
  territory -specific sales strategies aligned with organizational goals and
  market dynamics.
  
• Conduct regular field visits to
  client locations, financial institutions, and partner networks to drive
  product penetration and client acquisition.
  
• Manage end -to -end sales cycles for
  banking products including Business Loans (BL), Personal Loans (PL), and
  Loan Against Property (LAP), ensuring accurate documentation and
  compliance.
  
• Collaborate with credit,
  operations, and finance teams to ensure timely loan processing,
  documentation verification, and disbursement.
  
• Identify and pursue new business
  opportunities through market research, client referrals, and strategic
  partnerships.
  
• Maintain detailed records of
  client interactions, sales pipelines, and performance metrics using CRM
  tools.
  
• Deliver regular performance
  reports and insights to senior management on sales trends, market
  feedback, and competitive analysis.
  
• Conduct training sessions and
  onboarding for new field sales personnel to ensure consistency in product
  knowledge and sales execution.
  
• Ensure adherence to regulatory
  guidelines, internal policies, and KYC/AML compliance during all customer
  interactions and documentation processes.
  

Requirements

• Bachelor’s degree in Finance,
  Commerce, Business Administration, or a related field; MBA in Marketing or
  Sales is a plus.
  
• Minimum 5 years of progressive
  experience in field sales within the financial services or banking
  industry.
  
• Proven track record of exceeding
  sales targets in loan product sales (BL, PL, LAP) with strong knowledge of
  credit assessment and documentation.
  
• In -depth understanding of banking
  operations, financial product structuring, and compliance protocols.
  
• Exceptional customer handling and
  relationship management skills with a consultative sales approach.
  
• Strong organizational and time
  management abilities with the capacity to manage multiple priorities in a
  fast -paced environment.
  
• Proficiency in CRM tools, MS
  Office Suite, and digital documentation platforms.
  
• Valid driving license and
  willingness to travel extensively across the assigned territory.
  
• Ability to work independently,
  make data -driven decisions, and lead by example in a high -performance
  culture.
  

Benefits

• Performance -based incentives and
  commission structure
  
• Structured career progression and
  growth opportunities
  
• Comprehensive onboarding and
  continuous training programs
  
• Flexible work model with
  field -based operations
  
• Supportive team environment with
  regular performance feedback
  
• Access to digital tools and
  resources for efficient field operations
  
• Recognition and rewards for top
  performers