Job Description: Territory Sales Manager for Wealth Management Company

Position Title: Territory Sales Manager

Location: Mumbai

Company: DRChoksey

About Us:

DRChoksey is a leading wealth management firm dedicated to providing top-tier financial planning, investment management, and wealth advisory services to individual investors, high-net-worth individuals (HNIs), and institutions. Our commitment is to ensure the long-term financial success of our clients through a tailored and strategic approach to wealth management.

Job Summary:

We are seeking an experienced and results-driven Territory Sales Manager to join our team. The Territory Sales Manager will be responsible for developing and implementing sales strategies, managing client relationships, and driving business growth within a specific geographic region. This role requires a deep understanding of wealth management services, excellent sales skills, and the ability to lead a sales team.

Key Responsibilities:

Sales Strategy and Execution:

Develop and implement effective sales strategies to achieve sales targets and expand the client base within the assigned territory.

Identify new business opportunities and generate leads through various channels, including networking, referrals, and marketing activities.

Conduct market research to understand client needs, industry trends, and competitive landscape.

Client Relationship Management:

Build and maintain solid relationships with clients, understanding their financial goals and providing tailored wealth management solutions.

Conduct regular client meetings and reviews to assess satisfaction and identify additional service opportunities.





Handle client inquiries and resolve issues promptly to ensure high levels of client satisfaction.

Sales Team Leadership:

Lead, mentor, and motivate a team of sales professionals to achieve individual and team sales goals.

Provide training and support to the sales team to enhance their skills and knowledge of wealth management services.

Monitor and evaluate team performance, providing constructive feedback and implementing improvement plans as needed.

Reporting and Analysis:

Prepare and present sales reports, forecasts, and performance metrics to senior management.

Analyze sales data to identify trends, opportunities, and areas for improvement.

Develop and manage the sales budget for the territory.

Collaboration and Coordination:

Work closely with other departments, including marketing, operations, and finance, to ensure a seamless client experience.

Participate in strategic planning and contribute to the development of company-wide sales initiatives.

Qualification Criteria

Qualifications:

- Bachelor’s degree in Business, Finance, Marketing, or a related field; MBA preferred.
- Minimum of 5-7 years of experience in sales management, preferably within the wealth management or financial services industry.
- Proven track record of achieving sales targets and driving business growth.
- Strong understanding of wealth management services and financial products.
- Excellent leadership, communication, and interpersonal skills.
- Proficient in CRM software and sales analytics tools.
- Ability to travel within the assigned territory as needed.

Skills: Sales Manager , Territory Sales Management

📌 Territory Sales Manager (India)
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📍 India