Business Development & Sales Executive

BUSINESS DEVELOPMENT Manager / Executive – KYC & FIELD BUSINESS DEVELOPMENT

Company

Pitanga Wealth Pvt. Ltd.               (Authorized Partner – Angel One)

Job Type Full-Time, Location: Delhi NCR

Department: Sales & Business Development

Experience: 2 – 8 Years

Salary ₹2,50,000 – ₹350,000 per annum + Attractive Incentives + Performance Bonus

About the Role

Pitanga Wealth Pvt. Ltd. is looking for a dynamic, result-oriented and field-focused Business Development Manager to expand our customer base and build strategic partnerships across Delhi NCR.

The candidate will be responsible for generating new business opportunities, conducting field visits, meeting business owners and decision makers, organizing KYC and Demat Account drives, and driving customer acquisition through corporate and institutional partnerships.

This role is ideal for candidates with strong sales, networking, field marketing and business development skills.

Key Responsibilities

Business Development

• Identify and acquire new business opportunities.
• Generate leads through field visits, networking and referrals.
• Build relationships with business owners, HR managers and decision makers.
• Conduct presentations and business meetings.
• Develop long-term strategic partnerships.

KYC & Demat Account Acquisition

• Drive Demat and Trading Account acquisition.
• Generate KYC leads through corporate tie-ups.
• Conduct account opening campaigns and awareness programs.
• Coordinate with internal teams for smooth onboarding.
• Ensure maximum activation of newly acquired clients.

Corporate & Institutional Partnerships

Develop business relationships with:

• Manufacturing Companies
• Industrial Units
• Corporate Offices
• Hotels & Hospitality Businesses
• Call Centers & BPOs
• Educational Institutions
• Coaching Institutes
• CA, CS & Tax Consultant Firms
• Hospitals & Healthcare Organizations
• Housing Societies & RWAs
• NGOs & Trade Associations
• Market Associations and Business Communities

Field Sales & Marketing

• Daily field visits and client meetings.
• Conduct investment awareness programs.
• Promote financial products and services.
• Represent the company at business events and networking programs.
• Identify new business clusters and expansion opportunities.

CRM & Reporting

• Update leads and follow-ups in CRM.
• Maintain daily activity reports.
• Submit weekly and monthly business reports.
• Track conversions and business performance metrics.

Products & Services

The candidate will promote:

• Demat & Trading Accounts
• Mutual Funds & SIPs
• IPO Investments
• Insurance Products
• Loans & Financial Services
• Referral & Partnership Programs

Daily Activity Targets

• 50 New Business Calls
• 20 New Prospect Contacts
• 25 Physical Meetings
• 2 Corporate Presentations
• 1 Partnership Proposal Submission
• Regular CRM Updates

Monthly Performance Targets

• Corporate Partnerships
• KYC Account Generation 100+
• Demat Account Openings
• Client Activations
• SIP Business Generation
• Insurance Business Generation
• Revenue & Brokerage Growth

Targets will be assigned based on experience and territory.

Required Skills

• Business Development
• Field Sales
• Corporate Sales
• B2B Sales
• Lead Generation
• Relationship Management
• Negotiation Skills
• Communication & Presentation Skills
• CRM Handling
• Networking & Market Development

Eligibility

Education

• MBA (Sales & Marketing / Finance) Preferred
• BBA, B.Com, BMS, Graduate Candidates Welcome

Experience

• Minimum 2 years experience in Sales, Financial Services, Banking, Insurance, Broking, Fintech or Business Development preferred.
• Fresh MBA candidates with exceptional communication skills may also apply.

Preferred Candidate Profile

We are looking for candidates who:

✔ Enjoy meeting new people and building relationships.

✔ Are comfortable with field visits and client meetings.

✔ Have strong communication and negotiation skills.

✔ Can independently generate business opportunities.

✔ Are target-oriented and growth-focused.

✔ Want to build a long-term career in Financial Services.

Benefits

• Fixed Salary
• Attractive Incentive Structure
• Performance Bonus
• Career Growth Opportunities
• Professional Training & Development
• Leadership Opportunities
• Exposure to Financial Services Industry

Apply Now

Join Pitanga Wealth Pvt. Ltd. and become part of a fast-growing financial services organization focused on helping individuals and businesses achieve their financial goals while building a rewarding career.