Company Description

Capinoria Wealth Private Limited is an AMFI-registered mutual fund distributor providing wealth solutions to both individual clients and businesses. The company focuses on Mutual Funds, Insurance, and Unlisted Shares, offering products designed to support long-term financial growth.

Capinoria

Wealth partners with advisors and corporate clients to deliver transparent, compliant, and growth-oriented financial solutions. Team members collaborate closely with stakeholders to build trust-based relationships and help clients navigate evolving market opportunities. The organization values integrity, client centricity, and professional excellence in every interaction.

Role Description The Relationship Manager role is a full-time, on-site position based in Nagpur. The role involves managing and growing a portfolio of clients by understanding their financial goals and recommending suitable investment and insurance solutions. Day-to-day responsibilities include meeting clients and partners, conducting portfolio reviews, explaining products such as mutual funds and insurance plans, and addressing client queries promptly and professionally.

The Relationship

Manager will coordinate with internal teams to ensure accurate documentation, compliance with regulatory guidelines, and timely execution of client transactions. The role also includes prospecting new clients,



maintaining accurate records in CRM systems, preparing reports on client activity, and contributing to business development initiatives while upholding high ethical standards.

Qualifications

- Strong client relationship management skills, including the ability to build trust, handle queries, and provide clear, informed guidance on financial products.
- Good understanding of mutual funds, insurance products, and basic investment concepts; willingness to stay updated on market trends and regulatory changes.
- Proficiency in communication and presentation, with the ability to explain financial solutions in straightforward, client-friendly terms.
- Organizational and time-management skills to handle multiple client accounts, maintain documentation, and follow up on leads effectively.
- Comfort with using CRM tools, spreadsheets, and other standard office software for client tracking and reporting.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (e.g., NISM, AMFI-related) are an advantage.
- Prior experience in wealth management, financial sales, banking, or insurance distribution is preferred but not mandatory for highly motivated candidates.
- Ability to work ethically, meet targets responsibly, and collaborate with internal and external stakeholders in a professional manner.

📌 Relationship Manager (Nagpur)
🏢 CAPINORIA WEALTH PRIVATE
📍 Nagpur