PITANGA WEALTH PVT. LTD.

Hiring: Wealth & Mutual Fund Relationship Manager

Dedicated ARN Business Team | Mutual Funds | SIP | Insurance | Financial Planning | Wealth Management

About Pitanga Wealth Pvt. Ltd.

Pitanga Wealth Pvt. Ltd. is a diversified financial services organization committed to helping individuals, families, professionals, and businesses access a wide range of financial products and wealth creation opportunities through a structured and compliant distribution model.

As part of our growth strategy, we are creating a Dedicated Wealth & Mutual Fund Team under our ARN business. While our existing Relationship Managers continue to serve clients across Equity, Demat, Trading, and Financial Services, this specialized team will focus exclusively on building and expanding the Mutual Fund, SIP, Insurance, and Wealth Management business of Pitanga Wealth.

We are looking for energetic, client-focused, and growth-oriented professionals who want to build a successful career in the financial services industry.

Position Details

Designation

Wealth & Mutual Fund Relationship Manager

Department

Wealth Management & Mutual Fund Distribution

Location

West Delhi, New Delhi

Employment Type

Full-Time

Open Positions

2 Dedicated Team Members

Role Objective

The primary objective of this role is to drive the growth of Pitanga Wealth’s Mutual Fund and Wealth Management business by acquiring new investors, increasing SIP registrations, expanding Assets Under Management (AUM), strengthening client relationships, and promoting financial awareness among investors.

The selected candidates will act as the dedicated face of Pitanga Wealth’s ARN business and work closely with existing Relationship Managers to identify and convert opportunities in non-equity financial products.

Key Responsibilities

Mutual Fund & SIP Business Development

- Generate new Mutual Fund investment business.
- Promote SIP and Lumpsum investment opportunities.
- Acquire new investors through referrals and business networking.
- Support investor onboarding and documentation.
- Assist clients with investment-related service requests.




- Drive monthly SIP and Mutual Fund business targets.
- Increase overall Assets Under Management (AUM).

Investor Relationship Management

- Build long-term relationships with investors.
- Conduct regular client interactions and review meetings.
- Understand investor goals and requirements.
- Maintain a high level of client satisfaction.
- Generate referrals from existing investors.
- Ensure timely follow-up and relationship nurturing.

Wealth Management & Financial Solutions

Promote and distribute:

Mutual Fund Solutions

- SIP Investments
- Lumpsum Investments
- Tax Saving Investments (ELSS)
- Goal-Based Investments
- Retirement Planning Solutions
- Children's Education Planning

Insurance Solutions

- Health Insurance
- Term Insurance
- Personal Accident Insurance
- General Insurance Solutions

Wealth Services

- Financial Planning Support
- Portfolio Review Support
- Long-Term Wealth Creation Strategies

Lead Generation & Business Expansion

Generate business through:

- Existing Client References
- Referral Programs
- Corporate Leads
- Social Media Engagement
- Investor Awareness Programs
- Educational Seminars & Webinars
- Local Networking Activities
- Business Development Initiatives

CRM & Operations Management

- Maintain accurate client records.
- Update CRM and business tracking systems.
- Track leads, follow-ups, and conversions.
- Coordinate with operations and service teams.
- Ensure smooth execution of investor transactions.
- Maintain proper documentation and compliance standards.

Desired Candidate Profile

Educational Qualification

- Graduate in Any Stream
- MBA / Finance Background Preferred
- Commerce Background Preferred

Experience

- 1–5 Years in:
- Mutual Funds
- Wealth Management
- Insurance Distribution
- Banking Sales
- Relationship Management




- Financial Services

Freshers with excellent communication skills and a strong interest in financial services may also apply.

Skills Required

Core Skills

- Relationship Building
- Client Handling
- Business Development
- Lead Generation
- Communication Skills
- Presentation Skills
- Negotiation Skills
- Follow-Up Management

Technical Skills

- CRM Software
- MS Excel
- Google Sheets
- Investment Platforms
- Digital Communication Tools

Key Performance Indicators (KPIs)

Business Metrics

- Monthly SIP Registrations
- Mutual Fund Mobilization
- Lumpsum Investment Business
- Insurance Premium Generation
- AUM Growth
- New Investor Acquisition

Productivity Metrics

- Daily Client Calls
- Investor Meetings
- Lead Generation Activities
- Follow-Up Completion
- Conversion Ratios

Relationship Metrics

- Client Retention
- Investor Satisfaction
- Referral Generation
- Portfolio Review Completion

Compensation & Benefits

Fixed Salary

Competitive salary based on experience and capabilities.

Performance Incentives

Additional incentives linked to:

- SIP Business Growth
- Mutual Fund Mobilization
- AUM Expansion
- Insurance Business
- Investor Acquisition
- Achievement of Monthly Business Targets

Why Join Pitanga Wealth?

✅ Dedicated Wealth Management Vertical

✅ Growing Mutual Fund & ARN Business

✅ Strong Existing Client Base

✅ Learning & Growth opportunities Opportunities

✅ Performance-Based Incentives

✅ Professional Training & Development

✅ Supportive Team Environment

✅ Long-Term Career Opportunities in Financial Services

Our Mission

To help investors make informed financial decisions through investor education, disciplined investing, financial awareness, and access to quality financial products while maintaining the highest standards of professionalism and compliance.

Join Pitanga Wealth Pvt. Ltd. and be a part of our mission to build long-term financial confidence and wealth for investors across India.

Pay: ₹15,000.00 - ₹22,000.00 per month

Benefits:

- Cell phone reimbursement
- Paid sick time

Work Location: In person

📌 Mutual Fund Advisor (Delhi)
🏢 Pitanga Wealth
📍 Delhi