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 current 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 strong 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 • Prospect 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