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

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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.

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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.

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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

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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

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Educational Qualification

Preferred:

• MBA (Sales & Marketing / Finance)

• BBA

• B.Com

• Graduate in any discipline

Freshers with strong communication skills and a passion for sales are encouraged to apply.

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Experience

• 0–5 Years in Sales, Financial Services, Banking, Insurance, Broking, or Wealth Management.

• Freshers may also apply.

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Advantages

• Attractive Incentives

• Annual Performance Bonus

• Mobile Allowance

• Internet Allowance

• Career Growth Opportunities

• Professional Training & Development

• Leadership Growth Path

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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 ??

📌 Business Development Executive (BDE) (Delhi)
🏢 Pitanga Wealth Private
📍 Delhi