Business Devlopment Executive

Company Description Capinoria Wealth Private Limited is an AMFI-registered mutual fund distributor providing B2B and B2C wealth solutions across Mutual Funds, Insurance, and Unlisted Shares. The company focuses on transparent, growth-oriented financial services designed to support both individual investors and corporate clients. Capinoria Wealth collaborates closely with advisors and businesses to build scalable, client-centric investment strategies. Team members join a professional environment that values integrity, long-term relationships, and sustainable financial growth.

Role Description This is a full-time, on-site Business Development Executive role based in the Nagpur Division. The role involves identifying and developing new business opportunities in Mutual Funds, Insurance, and related wealth solutions, including generating and qualifying leads through various channels. The Business Development Executive will acquire and manage clients, build strong relationships with partners and investors, and provide clear, professional communication regarding products and services. Daily tasks include conducting client meetings and presentations, coordinating with internal teams to ensure smooth onboarding, tracking sales performance, and preparing regular reports. The role also requires staying updated on market trends and regulatory changes to support informed recommendations and sustainable business growth.

Qualifications

• Candidates should possess skills in New Business Development and Lead Generation to identify opportunities and expand the client base.
• Candidates should possess skills in Business and Account Management to handle client relationships, portfolios, and ongoing service needs.
• Candidates should possess strong Communication skills for client interactions, presentations, and documentation.
• Experience in financial services, wealth management, or mutual fund distribution is preferred.
• Ability to work on-site in the Nagpur Division and travel locally for client meetings as required.
• Proven sales or business development track record, with goal-oriented and self-motivated work habits.
• Bachelors/Masters Degree in Finance, Business, Commerce, or a related field is advantageous.
• Basic understanding of mutual funds, insurance products, and regulatory guidelines is mandatory

Pay: ₹15,000.00 - ₹50,000.00 per month

Application Question(s):

• Do you have data of existing clients available

Experience:

• Field sales: 1 year (Preferred)
• Insurance sales: 1 year (Preferred)
• Financial products: 1 year (Preferred)

Work Location: In person