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 that help clients build and protect their wealth.

Capinoria

Wealth partners with advisors and businesses to design tailored investment and protection strategies. Team members join a collaborative environment that values ethical practices, client trust, and long-term relationships. The organization offers opportunities to grow alongside a dynamic and expanding financial services business.

Role Description The Customer Relations Manager is a full-time, on-site role based in Nagpur. This role is responsible for managing client relationships, handling inquiries, and ensuring a high level of client satisfaction across mutual fund, insurance, and investment services. Day-to-day tasks include onboarding recent clients, explaining products and processes, coordinating documentation, and resolving service issues promptly and professionally.

The Customer Relations

Manager will maintain regular follow-ups, provide portfolio updates, and support advisors with client communication and engagement initiatives. The role also involves maintaining accurate records in CRM or internal systems and collaborating with internal teams to improve customer experience and service quality.





✨ What you'll do:

- Identify and develop new business opportunities in Mutual Funds, Insurance, and Wealth Management solutions.
- Generate and qualify leads through multiple channels.
- Acquire new clients and build long-term relationships with investors and partners.
- Conduct client meetings and presentations to recommend suitable financial products.
- Coordinate with internal teams to ensure seamless client onboarding and service.
- Track sales performance and prepare regular business reports.
- Stay updated on market trends and regulatory developments to provide informed financial solutions.

? Who we're looking for:

- Strong communication, negotiation, and client relationship management skills.
- Goal-oriented individuals with a passion for sales and financial services.
- Basic understanding of Mutual Funds, Insurance, and Wealth Management products.
- Ability to work in a fast-paced, target-driven environment.
- Bachelor's/Master's degree in Finance, Business, Commerce, or a related field.
- Prior experience or internships in sales or financial services will be an added advantage.

Eligiblity

- Fresher to 1 years of experience in capital markets or Sales.
- Basic understanding of Capital markets, Mutual funds and insurance dealings.
- Relevant education or background in the Finance sector.

📌 Customer Relations Manager (Nagpur)
🏢 CAPINORIA WEALTH PRIVATE
📍 Nagpur