15 Oct
|
Pitanga Wealth
|
New Delhi
15 Oct
Pitanga Wealth
New Delhi
Company Description Pitanga Wealth is a comprehensive financial services platform that offers complete financial solutions under one roof to individuals, professionals, and businesses. The company focuses on making financial services simple, accessible, and effective through professional support and technology-driven processes. Its services include stock market investments, mutual funds and SIPs, insurance, loans, tax-saving investments, retirement planning, and broad portfolio support.
Pitanga
Wealth emphasizes transparent, reliable, and client-focused services to help clients make informed decisions, build long-term wealth, and protect their assets. The company is based in New Delhi, India, and is committed to building lasting relationships grounded in trust and service quality.
Role Description The Business Development Manager is a full-time, on-site role based in West Delhi, responsible for driving client acquisition and revenue growth for Pitanga Wealth. This position involves identifying and approaching prospective clients, understanding their financial needs, and promoting the company’s range of investment, insurance, and loan products. The role includes managing and nurturing relationships with existing clients, providing ongoing portfolio support, and coordinating with internal teams to ensure high-quality service delivery.
The Business Development
Manager will also conduct market research, participate in local networking and promotional activities, and contribute to sales strategies and targets. Regular reporting on sales performance, client feedback, and business opportunities is expected.
Qualifications
- Strong skills in client relationship management, consultative selling, and negotiation, with the ability to build trust and long-term partnerships.
- Knowledge of financial products and services such as investments, mutual funds, insurance, and loans, and the ability to explain them clearly to clients.
- Competence in market research, lead generation, and pipeline management to identify and convert new business opportunities.
- Effective communication and presentation skills, both verbal and written, with a professional, client-focused approach.
- Ability to work toward sales targets, analyze performance metrics, and adapt strategies to meet business goals.
- Comfort with using digital tools, CRM systems, and basic office software for client tracking and reporting.
- Bachelor’s degree in Business, Finance, Marketing, or a related field; relevant experience in financial services or sales is highly beneficial.
- Proactive, self-motivated work style, with
📌 Business Developement Manager (New Delhi)
🏢 Pitanga Wealth
📍 New Delhi