Sales & Business Development Executive – Financial Services | Field Sales

Sales \& Business Development Executive – Financial Services \| Field Sales

Company

PITANGA WEALTH PVT. LTD.

Location

Ramesh Nagar, West Delhi, New Delhi

Job Type

Full-Time

Work Mode

Field Sales + Office

Experience

Fresher / 0–3 Years

Qualification

12th Pass / Graduate

Industry

Financial Services, Banking, Investment \& Insurance

Apply Online

https://www.pitangawealth.com/career/

Company Website

https://www.pitangawealth.com/

About PITANGA WEALTH PVT. LTD.

Pitanga Wealth Pvt. Ltd. is a financial services company providing services across stock market investments, Demat accounts, mutual funds, SIPs, insurance, loans, and other financial solutions.

We are looking for energetic and target-oriented candidates who are interested in field sales, client acquisition, and business development.

Job Overview

We are hiring a Sales \& Business Development Executive – Financial Services to generate new business through field visits, customer meetings, referrals, telecalling, and other sales activities.

The candidate will be responsible for visiting prospective clients, meeting customers in person, explaining financial services, generating leads, acquiring new clients, and achieving assigned business targets.

This is a field-oriented sales position. Candidates must be comfortable travelling locally, visiting clients, and conducting outdoor sales activities.

Key Responsibilities

• Conduct field visits to prospective customers, businesses, offices, and commercial areas.
• Meet potential clients personally to promote company financial services.
• Generate new leads through field sales, referrals, networking, and telecalling.
• Acquire new clients for Demat and trading accounts.
• Promote mutual funds, SIPs, insurance, and other financial services within applicable regulations.
• Explain company products and services to prospective customers.
• Assist customers with account opening, KYC, and onboarding.
• Conduct regular client follow-ups and customer meetings.
• Identify business development opportunities in assigned areas.
• Develop and maintain strong client relationships.
• Achieve monthly sales, client acquisition, and business development targets.
• Maintain daily field visit reports and update lead information in CRM.
• Coordinate with the office team for documentation and client servicing.
• Generate referrals and identify cross-selling opportunities.
• Participate in sales campaigns and business development activities.

Field Sales Requirements

• Willingness to travel locally for client meetings and field visits.
• Comfortable meeting new customers and conducting face-to-face sales.
• Ability to identify potential customers in assigned areas.
• Maintain daily field visit and lead generation records.
• Follow up with customers after meetings.
• Two-wheeler and valid driving licence preferred, if applicable to the role.

Required Skills

• Good communication and interpersonal skills.
• Confidence in meeting customers personally.
• Strong sales and convincing abilities.
• Target-oriented and result-driven approach.
• Basic computer and CRM knowledge.
• Hindi communication skills; basic English preferred.
• Professional attitude and willingness to learn.

Eligibility Criteria

• 12th pass or graduate candidates can apply.
• Freshers are welcome.
• Experience in field sales, banking, insurance, financial services, FMCG, or customer acquisition is preferred.
• Candidates with experience in outdoor sales and client meetings will be given preference.

What We Offer

• Fixed monthly salary.
• Performance-based sales incentives.
• Training and development opportunities.
• Exposure to financial services and investment products.
• Professional working environment.
• Career growth based on performance.
• Opportunity to develop sales and relationship management skills.

Career Growth

• Senior Business Development Executive
• Relationship Manager
• Senior Relationship Manager
• Sales Team Leader
• Business Development Manager

How to Apply

Interested candidates can apply through Indeed or directly through our official Careers page.

Apply Online

https

//www.pitangawealth.com/career/

Company Website

https

//www.pitangawealth.com/

Join PITANGA WEALTH PVT. LTD. and build your career in financial services and field sales.

Company Address

Ramesh Nagar, West Delhi, New Delhi

Pay

₹18,000.00 - ₹25,000.00 per month

Work Location

In person