Job Title: Sales Manager – Financial Services (Field Sales &

- Client Acquisition) Company: Pitanga Wealth Pvt. Ltd.

Location: Moti Nagar, New Delhi Job Type: Full-Time | Field Sales Salary: ₹20,000 – ₹30,000 per month Incentives Performance Bonus About the Role Pitanga Wealth Pvt. Ltd. is looking for a dynamic and result-oriented Sales Manager to drive client acquisition, KYC generation, business development, and revenue growth. The candidate will be responsible for generating new clients through field visits, referrals, networking, and relationship-building activities.

This role is ideal for professionals who enjoy meeting clients, developing business opportunities, and achieving sales targets in the financial services industry.

Key Responsibilities Client Acquisition &

- Business Development Generate new business through field visits and personal networking. Open Demat &
- Trading Accounts. Acquire new clients for Mutual Funds, SIPs, Insurance, and Investment Products. Conduct client meetings and presentations. Generate leads through references and local market activities. Build strong relationships with existing and prospective clients.

Field Sales Activities

Visit clients, businesses, markets, and commercial areas. Conduct investor awareness and business development activities. Organize client meetings and follow-up visits. Identify new business opportunities in assigned territories.

Revenue Generation

Achieve monthly KYC and account opening targets. Generate brokerage revenue from activated clients. Increase SIP, Mutual Fund, and Insurance business. Ensure client activation and business retention.

Relationship Management

Provide excellent client service and support. Maintain regular contact with clients.



Resolve client queries and coordinate with support teams. Build long-term business relationships. Reporting &

- CRM Management Update leads and client interactions in CRM. Maintain daily activity reports. Track business pipeline and conversion ratios. Submit weekly and monthly performance reports.

Monthly Performance

Targets 100 KYC / Demat Account Openings 100 SIP Registrations Mutual Fund Business Generation Insurance Business Generation Client Activation &

- Revenue Generation Referral Business Development Minimum 5 Client Meetings per Week Required Skills Strong Communication &
- Presentation Skills Sales &
- Negotiation Skills Client Relationship Management Business Development &
- Lead Generation Basic Knowledge of Financial Markets Target-Oriented Approach MS Excel &
- CRM Knowledge Educational Qualification Preferred: MBA (Sales &
- Marketing / Finance) BBA B.Com Graduate in any discipline Freshers with robust communication skills and a passion for sales are encouraged to apply.

Experience 0–5 Years in Sales, Financial Services, Banking, Insurance, Broking, or Wealth Management. Freshers may also apply.

Benefits Attractive Incentives Annual Performance Bonus Mobile Allowance Internet Allowance Career Growth Opportunities Professional Training &

- Development Leadership Growth Path Why Join Pitanga Wealth? Fast-growing Financial Services Company Opportunity to build a rewarding career in Wealth Management Learning exposure across Equity, Mutual Funds, SIPs, Insurance, and Investment Products Performance-driven growth and earning potential Supportive and entrepreneurial work environment Apply Now Join us and build a successful career in Financial Services, Client Acquisition, and Wealth Creation.

Pitanga Wealth

Pvt. Ltd. Plan • Invest • Grow ??

📌 Stock Market Specialist (Delhi)
🏢 Pitanga Wealth Private
📍 Delhi