? We're Hiring | Client Acquisition ManagerJoin Pitanga Wealth – Build Careers. Create Wealth. Make an Impact.Company Description
Pitanga Wealth
is a comprehensive financial services platform dedicated to helping individuals, professionals, and businesses achieve their financial goals through trusted guidance and technology-driven solutions.
We offer a wide range of financial products under one roof, including:
- ? Stock Market Investments
- ? Mutual Funds & SIPs
- ? IPO Investments
- ? Insurance Solutions
- ? Loans
- ? Tax-Saving Investments
- ? Retirement Planning
- ? Portfolio & Wealth Management
Based in
New Delhi
, Pitanga Wealth is committed to transparency, professionalism, and delivering exceptional client experiences that build long-term financial success.
Role Description
We are looking for a passionate and target-driven
Client Acquisition Manager
to join our growing team in
New Delhi (Ramesh Nagar)
.
This is a full-time, in office role responsible for acquiring new clients, generating business opportunities, and building long-term relationships.
The ideal candidate will represent Pitanga Wealth's diverse financial solutions while delivering an outstanding customer experience.
Key Responsibilities
- Generate new business through calls, referrals, digital leads, networking, and field visits.
- Acquire new clients and facilitate Demat & Trading Account openings.
- Promote Mutual Funds, SIPs, IPOs, Insurance, Loans, and other financial products.
- Understand client requirements and recommend suitable financial solutions.
- Build and maintain strong, long-term client relationships.
- Follow up with prospective clients and convert leads into active customers.
- Coordinate with internal teams for smooth onboarding and documentation.
- Maintain CRM records and daily activity reports.
- Achieve monthly sales, acquisition, and revenue targets.
- Deliver a professional, transparent, and client-first experience.
Qualifications
- Graduate in any discipline.
- 0–
📌 Acquisition Manager (New Delhi)
🏢 Pitanga Wealth
📍 New Delhi
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