Pitanga Wealth Pvt. Ltd. | Authorized Partner of Angel One
Location: Ramesh Nagar, New Delhi
Employment Type: Full-Time | Work From Office
Job Summary
Pitanga Wealth Pvt. Ltd. is looking for an experienced and target-oriented Floor Sales Manager to manage and supervise a team of Relationship Managers / Financial Services Executives.
The Floor Sales Manager will be responsible for day-to-day floor operations, team performance, sales target achievement, lead management, client conversion, follow-ups, and team motivation. The candidate will act as the link between the sales team and management and ensure smooth execution of daily sales activities.
Key Responsibilities
· Manage and supervise the day-to-day activities of the sales floor.
· Lead, guide, motivate, and monitor a team of Relationship Managers / Financial Services Executives.
· Set daily, weekly, and monthly sales goals for the team.
· Monitor individual and team-wise performance against assigned targets.
· Ensure achievement of monthly business, KYC, client acquisition, and product sales targets.
· Track leads, follow-ups, conversions, and pending customer requirements.
· Support team members in handling customer queries and closing difficult leads.
· Conduct regular team briefings and performance discussions.
· Identify performance gaps and provide coaching and on-floor support.
· Monitor calling, lead generation, follow-up, and conversion activities.
· Ensure proper CRM updates, customer documentation, and daily reporting.
· Coordinate with internal teams for smooth customer onboarding and service delivery.
· Encourage cross-selling of suitable financial products including Mutual Funds, SIPs, IPOs, Equity, Insurance, Loans, Bonds, and other available financial products.
· Maintain discipline, productivity, and a positive working environment on the sales floor.
· Prepare and share daily/weekly/monthly sales performance reports with management.
· Analyse team performance and suggest strategies to improve productivity and conversions.
· Assist in training new team members and help them understand products, processes, and sales practices.
· Ensure the team follows company policies, customer service standards, and applicable compliance requirements.
Desired Candidate Profile
· Graduate in any discipline.
· 2–5 years of experience in sales/team handling, preferably in Banking, NBFC, Broking, Mutual Funds, Insurance, Wealth Management, or Financial Services.
· Prior experience managing a sales team or sales floor will be preferred.
· Strong leadership, communication, and team-management skills.
· Good understanding of financial products and basic stock-market concepts.
· Strong target orientation with proven sales and conversion abilities.
· Excellent follow-up, negotiation, and customer-handling skills.
· Proficient in MS Excel, MS Word, Email, CRM, and Internet.
· Ability to analyse team performance and take corrective actions.
· Hindi communication is essential; basic English preferred.
· Positive, energetic, self-motivated, and result-oriented.
Key Skills
Team Management • Floor Management • Sales Management • Target Achievement • Lead Management • Client Acquisition • Team Motivation • Performance Monitoring • Follow-up • Lead Conversion • Financial Services • Mutual Funds • SIP • Demat & Trading • IPO • Insurance • Loans • CRM • MS Excel • Reporting • Customer Relationship Management
Salary & Benefits
· Competitive Fixed Salary
· Attractive Monthly Performance Incentives
· Performance-Based Growth Opportunities
· Professional Training & Development
· Career Growth Opportunities
· Friendly and Professional Work Environment
Pay: ₹30,000.00 - ₹35,000.00 per month
Work Location: In person