Field Business Development Executive (KYC & Client Acquisition) (India)

Field Business Development Executive (KYC & Client Acquisition) (India)

03 Aug
|
Pitanga Wealth
|
India

03 Aug

Pitanga Wealth

India

Company: Pitanga Wealth Pvt Ltd
Location: West Delhi Moti Nagar Ramesh Nagar Kirti Nagar Field Role
Industry: Financial Services Stock Market Demat Account Investment Solutions

Job Summary
Pitanga Wealth Pvt Ltd is hiring a dynamic and target driven Field Business Development Executive to build a strong client base through on ground partner acquisition and field visits.

The candidate will be responsible for identifying new business opportunities developing referral networks and driving Demat Account Opening KYC and client acquisition through a multi channel approach.

Key Responsibilities

Identify and onboard new business partners and referral sources including GST Consultants CAs Property Dealers Insurance Advisors Loan Agents Retail Shops Mobile Stores Distributors and local businesses

Conduct daily field visits 40 to 50 touchpoints in assigned areas

Generate and convert leads into KYC and active clients

Build strong and long term relationships with partners

Explain business model and earning opportunities clearly

Coordinate with internal team for smooth client onboarding

Maintain proper daily reporting and follow up tracking

Achieve monthly targets of KYC activation and revenue

Daily Work Structure

5 to 10 new partner meetings




20 to 30 direct visits or contacts
10 or more follow ups
Lead conversion and coordination

Required Skills

Strong communication and convincing skills
Field sales mindset with target orientation
Ability to build relationships quickly
Basic knowledge of financial services preferred
Self driven and disciplined approach

Qualification and Experience

Minimum Qualification 12th Pass or Graduate
Experience 0 to 3 years Field Sales BFSI preferred

Salary and Incentives

Fixed Salary plus attractive incentives
Per KYC incentive
Revenue sharing on business generated
Performance based bonuses

Why Join Pitanga Wealth

Quick growing financial services company
High earning potential with performance incentives
Real on ground business exposure
Career growth into Team Leader or Manager roles

Contact Details

Phone or WhatsApp +91-XXXXXXXXXX
Email [email protected]

Important Note

This is a field based role Candidates must be willing to travel within West Delhi and meet business owners partners and clients regularly

Job Types: Full-time, Permanent

Pay: ₹18,000.00 - ₹22,000.00 per month

Work Location: In person

📌 Field Business Development Executive (KYC & Client Acquisition) (India)
🏢 Pitanga Wealth
📍 India

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