Territory Sales Representative Finance

We are looking for a Territory Sales Representative in Finance to manage and expand sales within an assigned territory. This role focuses on generating leads, managing client relationships, achieving sales targets, and promoting financial products or services.

Key Responsibilities

• Develop and manage client relationships within the assigned territory.
  
• Identify and pursue new business opportunities to expand market presence.
  
• Achieve monthly and quarterly sales targets through effective territory management.
  
• Conduct meetings, presentations, and product demonstrations for clients.
  
• Coordinate with internal teams for order processing, documentation, and service delivery.
  
• Track sales performance, maintain reports, and provide market feedback to management.
  
• Ensure compliance with company policies and regulatory guidelines while executing sales activities.
  

Requirements

• Candidate should have 1 to 5 years of experience in sales, preferably in financial services or related industries.
  
• Graduate or Master’s degree in Finance, Business Administration, Marketing, or a related field is required.
  
• Ability to develop and manage client relationships while identifying business opportunities is essential.
  
• Strong communication, negotiation, and presentation skills are required for client interactions.
  
• Comfortable with regular travel, field visits, and territory -based sales execution.
  
• Organized, self -motivated, and capable of managing multiple clients and tasks simultaneously is important.
  
• Basic understanding of sales reporting, documentation, and regulatory requirements in finance is required.
  

Benefits

• Career growth and learning opportunities
  
• Performance -based incentives and rewards
  
• Supportive and collaborative work environment