You advise, not just sell
Recommendations start with the client's goals, time horizon and risk comfort. Product comes second — and the process is documented, reviewable and compliant.
Careers at Pitanga Wealth
Help people build financial clarity.
We are a research-led, client-first wealth management firm. Our advisors, relationship managers and business development teams are the people who turn good advice into long-term client relationships. We are hiring in Delhi.
- All roles based in Delhi
- Full-time roles
- Training provided for entry-level hires
Open positions
10
10
roles open right now across six teams.
- Leadership2
- Business Development2
- Client Servicing2
- Acquisition & Field2
- Telecalling1
- Franchise1
Apply: hr@pitangawealth.com
AMFI Registered
Why Pitanga Wealth
Advice first. Everything else follows.
The work here is closer to advisory than to selling. You are trained on products, regulation and client context, and supported to do what is suitable for a client rather than what is easy to close.
A defined path to grow
Clear role expectations, structured product training, mentorship from experienced relationship managers and a review cycle that keeps your development moving.
Delhi role, wider reach
All our roles are based in Delhi. The clients you work with are not: as an AMFI-registered mutual fund distributor we serve clients across India, so the advice you give travels well beyond one city.
10open roles right now
6role families and teams
Delhibased role, with client meetings across the city
Open positions
Find the role that fits you.
Ten roles are open across sales, business development, client servicing, field acquisition, telecalling and franchise development. Open a role to read the full description, then apply by sending your CV.
Leadership
Sales Manager – Financial Services
About the role
Lead the financial services sales function for a territory, building a regional pipeline across mutual funds, insurance and lending while keeping every recommendation compliance-first and suitability-led.
What you will do
- Set, track and manage regional sales targets.
- Coach and support a team of RMs, BDEs and field executives.
- Build distributor and franchise relationships in the territory.
- Partner with the planning team to turn analysis into suitable product suggestions.
- Maintain compliant client records and disciplined follow-up.
What we look for
- 6+ years in financial services sales with team leadership exposure.
- Working knowledge of mutual funds, insurance and loan products.
- AMFI/IRDAI certification, or the willingness to complete one.
- A disciplined approach to documentation and compliance.
- Comfort with regular field travel across the territory.
Apply for this role
Attach your CV and mention the role title.
Business Development
Business Development Manager (BDM)
About the role
Build partnerships that bring new distribution and advisory capacity to the firm, and make sure each partner is activated properly supported from day one.
What you will do
- Identify and onboard prospective partners, distributors and referral networks.
- Structure and close commercial agreements within compliance norms.
- Support partners with client onboarding, product training and certification.
- Own a regional business development target and pipeline.
- Coordinate with operations so partner activation runs smoothly.
What we look for
- 1+ year in business development or channel partnerships in financial services.
- An MBA is preferred, but not mandatory.
- An existing professional network is helpful.
- Understanding of mutual fund distribution norms.
- Ability to build relationships over long sales cycles.
- Comfort working to targets and reporting honestly on pipeline.
Apply for this role
Attach your CV and mention the role title.
Client Servicing
Relationship Manager (RM)
About the role
Be the primary point of contact for a portfolio of clients, helping them stay on track with their investments, protection and review cycles.
What you will do
- Understand client goals, timelines and risk comfort.
- Prepare and clearly explain suitable investment and protection options.
- Process mutual fund, insurance and servicing requests accurately.
- Follow up on reviews, SIPs and pending documentation.
- Flag changes in client circumstances to the planning team.
What we look for
- 1+ year in client servicing, ideally in financial services or banking.
- Clear communication in English and the local language.
- Comfort with numbers and simple reporting.
- Accuracy and confidentiality when handling client data.
- A relationship mindset rather than a purely transactional one.
Apply for this role
Attach your CV and mention the role title.
Client Servicing
Senior Relationship Manager (SRM)
About the role
Lead client relationships across a broader portfolio, including more complex financial situations where a single product answer is not enough.
What you will do
- Manage a large client base with multi-product holdings.
- Lead discovery and periodic review conversations.
- Coordinate with planning and research for suitable recommendations.
- Mentor junior RMs and support new client account onboarding.
- Own escalation handling and service quality for your clients.
What we look for
- 3+ years in client servicing or relationship management in financial services.
- Exposure to goal-based planning conversations.
- Strong written and verbal communication.
- A consultative approach rather than a purely sales-driven one.
- Good judgement on what is suitable versus simply sellable.
Apply for this role
Attach your CV and mention the role title.
Business Development
Business Development Executive (BDE)
About the role
Support business growth through partner outreach, lead generation and market mapping across your assigned region.
What you will do
- Map potential partners and referral sources in the region.
- Call, meet and follow up with prospects consistently.
- Support partner onboarding documentation.
- Assist with local marketing and client awareness activities.
- Keep accurate CRM records and report activity against targets.
What we look for
- 1+ years in a client-facing, sales or support role.
- Confidence on the phone and over video.
- A self-starter who can work independently.
- Basic familiarity with financial products.
- Good working notes and real follow-through.
Apply for this role
Attach your CV and mention the role title.
Acquisition & Field
Field Sales Executive
About the role
Build awareness and meet prospective clients across your assigned territory, introducing Pitanga Wealth in a simple, factual way.
What you will do
- Meet prospective clients at their home or workplace.
- Explain the firm's services plainly, without pressure.
- Gather basic financial needs and route them to the advisory team.
- Support local events, seminars and awareness activities.
- Submit daily reports and maintain visit records.
What we look for
- 0–3 years of experience — this is a common entry point.
- Confidence meeting new people and working independently outdoors.
- An honest, courteous manner with the public.
- Willingness to learn financial products and compliance basics.
- Comfort with daily travel within an assigned territory.
Product and compliance training is provided for this role.
Apply for this role
Attach your CV and mention the role title.
Acquisition & Field
Client Acquisition Executive
About the role
Convert qualified enquiries into scheduled discovery conversations, so the right conversations reach the advisory team.
What you will do
- Respond to inbound leads and referral enquiries promptly.
- Qualify needs with a short, structured discovery call.
- Schedule consultations with the advisory team.
- Maintain accurate follow-up records.
- Support digital and offline outreach campaigns.
What we look for
- 0–3 years of experience — a common entry point.
- Clear spoken communication and a patient manner.
- Empathy on the phone, especially with first-time investors.
- Comfort with targets and disciplined CRM hygiene.
- An interest in financial services and long-term relationships.
Apply for this role
Attach your CV and mention the role title.
Telecalling
Telecalling Executive
About the role
Be the first voice many people hear from Pitanga Wealth, setting up useful conversations with existing and prospective clients.
What you will do
- Make outbound calls using an approved, compliant script.
- Introduce the firm's services and understand basic needs.
- Schedule appointments and send follow-up communications.
- Record call outcomes accurately in the CRM.
- Coordinate clean handovers to field and relationship teams.
What we look for
- 0–2 years of experience — a common entry point.
- A clear, polite telephone manner.
- Comfort with repetitive outreach and daily call targets.
- Basic computer and CRM skills.
- Reliability and attendance discipline.
Calling training, scripting and compliance guidance are provided for this role.
Apply for this role
Attach your CV and mention the role title.
Leadership
Team Leader – Sales
About the role
Supervise a team of relationship and acquisition executives and keep delivery on plan without losing the client-first standard.
What you will do
- Allocate leads and territories across the team.
- Coach on client conversations and product understanding.
- Review daily activity, pipeline quality and conversions.
- Ensure compliant documentation and communication.
- Report team performance to the Sales Manager.
What we look for
- 2+ years in financial services sales or client servicing.
- Some experience leading a small team.
- Strong product knowledge and good judgement on client fit.
- The ability to coach without micromanaging.
- Reliable reporting and target discipline.
Apply for this role
Attach your CV and mention the role title.
Franchise
Franchise Development Manager
About the role
Grow the firm's advisory network by recruiting, activating and supporting franchise partners who run their own practice under the Pitanga brand.
What you will do
- Identify and recruit prospective franchise partners across Delhi.
- Evaluate capability, compliance readiness and local market potential.
- Support partners through training, certification and activation.
- Maintain partner engagement and periodic performance reviews.
- Work with compliance so partner activity stays aligned with regulations.
What we look for
- 0–3 years in financial distribution, broking or insurance.
- Exposure to a franchise or advisor network.
- Strong commercial negotiation skills.
- Understanding of AMFI/IRDAI compliance requirements.
- The ability to travel and work independently across Delhi.
Apply for this role
Attach your CV and mention the role title.
No roles in this team right now
Try another team, or send an open application to hr@pitangawealth.com and tell us what you are looking for.
Hiring process
Four clear steps.
A straightforward process designed to be respectful of your time. We keep it short, transparent and free of unnecessary rounds.
-
01
Fill in the form
Complete the application form at the bottom of this page with your name, contact details and address, choose the role, and attach your CV. It takes about two minutes.
-
02
Screening call
A short conversation to understand your background, expectations and the kind of work you are looking for.
-
03
Discussion & role fit
A deeper discussion on the role, the team and client-facing work. Product and compliance training is covered as part of onboarding.
-
04
Offer & onboarding
A clear written offer with role details, compensation and joining timelines, followed by structured onboarding.
Apply
Apply in two minutes.
Fill in the short form beside this text and attach your CV. If you are unsure which role fits, choose Open application and tell us what you are looking for — we will connect you with the right opening.
What we need from you
- Your name, email, phone number and address.
- The role you are interested in.
- Your updated CV, in PDF or Word format.
That is all. The form goes straight to our hiring team, and someone will call or email you back within 24–48 hours.
Prefer a phone call?
Call +91 93198 80968 during working hours, or email
hr@pitangawealth.com to arrange a time.
Thank you — your application is in.
Thank you for applying to Pitanga Wealth. We have received your application and our hiring team will contact you back within 24–48 hours.
- Check your inbox, including the spam folder, for a call or email from us.
- Keep your phone nearby — the first step is usually a short screening call.
- Nothing further to do. We will come to you.
Questions
Before you apply.
The things candidates ask us most often about roles, training and the hiring process.
Use the application form at the bottom of this page. Fill in your name, contact details and address, choose the role, attach your CV and press submit. You will see a confirmation on screen, and we will contact you back within 24–48 hours.
Yes. Send in one application and choose Open application in the role dropdown, or pick the role that fits best and mention the others in your CV. We will consider you against the most suitable opening. You only need to apply once.
For client-facing and advisory roles, certification such as AMFI or IRDAI is preferred, and we support completion where it is required. For entry-level field, acquisition and telecalling roles, no prior certification is needed — training is provided as part of onboarding.
For field sales, client acquisition and telecalling roles, yes. We look for communication, honesty and willingness to learn, and provide product and compliance training. For relationship manager and senior roles, some financial services exposure is usually expected.
Your application goes to our hiring team. If there is a suitable match, we will contact you for a short screening call, followed by a discussion on the role and, if both sides are aligned, a written offer. We aim to be in touch within 24–48 hours of your application.
Yes. Every open role on this page is based in Delhi, and we hire locally rather than relocating candidates. If you are based elsewhere, we would encourage you to apply only if you can genuinely work from Delhi.
It depends on the role, and all of them are based in Delhi. Field sales, business development and franchise roles are territory and travel based across the city. Relationship manager, senior relationship manager, team leader and telecalling roles are based at the head office with client meetings.
Compensation varies by role, experience and territory, and is discussed openly during the discussion stage. Please do not share compensation expectations in your first email — we will cover it with you directly.
Please keep client identity details, account numbers and confidential information from any previous employer out of your CV. A clear, accurate two-page CV is more useful than a long one.
Not sure which role fits?
Fill in the application form and choose Open application. Tell us about your experience and what you want to do next, and we will connect you with the right opening.
Apply now →