Website:
capinoria.com
Job details:
Company Description Capinoria Wealth Private Limited is an AMFI-registered mutual fund distributor providing both B2B and B2C wealth solutions across Mutual Funds, Insurance, and Unlisted Shares. The organization focuses on transparent, growth-oriented financial products designed to help clients build and preserve wealth over time. Capinoria Wealth collaborates closely with advisors and businesses to create tailored investment strategies aligned with their financial goals. Team members join a professional environment that values integrity, client-centric service, and long-term relationships within the financial services sector.
Role Description The Sales Executive will work full time on-site in the Pune Division, engaging with individual and institutional clients to promote mutual funds, insurance products, and unlisted share offerings. The role includes identifying and qualifying leads, conducting client meetings, explaining product features and benefits, and recommending suitable solutions based on client needs and risk profiles. The Sales Executive will manage the end-to-end sales cycle, from prospecting and follow-ups to closing deals and ensuring proper documentation and compliance. Daily responsibilities also include maintaining accurate records in CRM or sales systems, coordinating with internal teams for smooth onboarding, and achieving assigned sales targets and performance metrics. The role requires consistent market research to stay updated on financial products, regulatory changes, and competitor activities, while delivering professional, ethical, and client-focused service.
Qualifications
- Candidates should possess strong sales and business development skills, including lead generation, client relationship management, and negotiation abilities.
- Candidates should possess solid communication and interpersonal skills, with the ability to present complex financial concepts clearly and build trust with diverse clients.
- Candidates should possess basic financial knowledge and analytical skills, including understanding of mutual funds, insurance products, and investment risk profiles.
- Candidates should possess organizational and time-management skills to handle multiple client accounts, follow-ups, and documentation efficiently.
- Candidates should possess proficiency with standard office software and CRM tools, and be comfortable working with data and reports.
- Relevant experience in financial services sales, wealth management, banking, or insurance is highly beneficial.
- A bachelor’s degree in Finance, Commerce, Business, Economics, or a related field is mandatory.
- Professional certifications in mutual funds or insurance are an advantage.
- Ability to work independently, meet targets under pressure, and uphold ethical, compliant sales practices in line with industry regulations.
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