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 strategies designed to support both individual investors and institutional partners. Capinoria Wealth works closely with advisors and businesses to deliver structured investment options and comprehensive support. The organization emphasizes long-term relationships, ethical practices, and consistent performance to help clients meet their financial goals.

Role Description The Business Development Lead is a full-time, on-site role based in Nagpur. This position is responsible for identifying and developing recent business opportunities, including lead generation and nurturing prospects in both B2B and B2C segments. Daily tasks include conducting market research, analyzing trends, and building strong relationships with existing and potential clients. The role involves coordinating with internal teams to tailor solutions, presenting financial offerings, and ensuring high-quality customer service throughout the sales cycle. The Business Development Lead is expected to drive revenue growth, maintain accurate records of business activities, and contribute to strategic planning.

Qualifications

- Candidates should possess strong Analytical Skills to evaluate market data,



assess client needs, and identify growth opportunities.
- Candidates should possess excellent Communication skills to present solutions clearly, negotiate effectively, and collaborate with internal and external stakeholders.
- Candidates should possess Lead Generation capabilities to source, qualify, and manage prospects across B2B and B2C channels.
- Candidates should possess Market Research skills to monitor industry trends, competitor activity, and customer preferences.
- Candidates should possess Customer Service skills to maintain client satisfaction, handle queries, and support long-term relationships.
- Relevant experience in financial services, wealth management, or mutual fund distribution is beneficial.
- Proficiency in CRM tools, MS Office, and basic data analysis is an advantage.
- Bachelor's degree in Business, Finance, Economics, or a related field is required
- Ability to work independently, meet targets, and adhere to regulatory and ethical standards.

Eligiblity

- Candidates must have 0.5-1 year of experience in sales or a similar role.
- Candidates must posess basic knowledge of financial products like mutual funds, demat account etc.
- Candoidates must have a degree or a certification in finance sector.
- Candidates must have a prior experience of generating new leads and converting pre existing leads.

📌 Business Development Lead (Nagpur)
🏢 CAPINORIA WEALTH PRIVATE
📍 Nagpur