Business Development Executive (BDE)

BUSINESS DEVELOPMENT MANAGER – KYC & FIELD BUSINESS DEVELOPMENT

Company: Pitanga Wealth Pvt. Ltd.

Department: Business Development / Sales

Job Type: Full-Time

Job Location: Delhi / NCR

Experience: 1–5 Years

Employment Type: On-Site / Field-Based

Job Summary

We are looking for a Business Development Manager who will be responsible for generating new business opportunities, acquiring new clients, conducting field visits, bringing in new KYC clients and developing business relationships.

The candidate will be required to actively work in the field, identify potential customers and business partners, explain our financial products and services, collect and coordinate KYC documentation, and ensure successful client onboarding.

Key Responsibilities

• Identify and generate new business opportunities through field visits, networking, referrals, cold calling and market visits.
• Visit prospective customers and explain the company's financial products and services.
• Acquire new clients and generate quality leads for business growth.
• Bring new KYC clients and ensure timely completion of the KYC/onboarding process.
• Collect and verify required customer documents as per company and regulatory requirements.
• Develop and maintain strong relationships with existing and prospective clients.
• Identify new markets, locations and customer segments for business expansion.
• Generate leads for Demat & Trading Accounts, Mutual Funds, SIPs, IPOs, Equity, Insurance and other financial products offered by the company.
• Follow up with leads and convert prospects into active clients.
• Coordinate with the internal operations/KYC team for smooth account opening and activation.
• Maintain regular follow-ups with clients and ensure a positive customer experience.
• Maintain accurate records of leads, meetings, KYC submissions, conversions and business generated.
• Update daily activities and lead status in the company's CRM/MIS.
• Achieve assigned monthly KYC, client acquisition and business development targets.
• Build relationships with corporates, local businesses, professionals, referral partners and other potential sources of business.
• Keep track of market trends, competitor activities and new business opportunities.
• Ensure that all customer onboarding and documentation activities follow applicable KYC, compliance and company guidelines.
• Prepare regular reports on field visits, leads generated, KYC completed, conversions and business performance.

Key Performance Areas (KPIs)

• New Leads Generated
• New KYC Clients Acquired
• Client Conversion Rate
• Active Demat/Trading Accounts
• SIP / Mutual Fund Business Generated
• Revenue / Business Generated
• Number of Field Visits
• New Business Relationships Developed
• Follow-up & Conversion Performance
• Daily/Weekly CRM & MIS Reporting

Required Skills

• Good communication and interpersonal skills.
• Strong sales and business development ability.
• Comfortable with field sales and regular client visits.
• Ability to generate leads independently.
• Good negotiation and convincing skills.
• Target-oriented and result-driven approach.
• Basic understanding of KYC and financial products.
• Good relationship-management skills.
• Basic knowledge of MS Office / CRM tools.
• Ability to work independently as well as with a team.
• Knowledge of the local Delhi/NCR market will be an advantage.

Educational Qualification

• Graduate in any discipline from a recognized university.
• MBA in Sales & Marketing, Finance, Business Development or a related field will be preferred.
• Candidates with relevant experience in Banking, Broking, Mutual Funds, Insurance, FinTech, NBFC or other Financial Services will be preferred.

Ideal Candidate

The ideal candidate should be field-oriented, confident in meeting new people, capable of generating business independently and comfortable with KYC/client acquisition targets. The candidate should have a strong focus on developing new opportunities and building long-term client relationships.

Reporting To: Business Development / Sales Head

Contact: 9319880968

Email: hr@pitangawealth.com