Company Description Capius Wealth Private Limited supports individuals, families, entrepreneurs, and businesses across investments, family wealth planning, and corporate finance. The firm offers a wide range of investment solutions, including mutual funds, PMS, AIFs, direct equity, fixed income, bonds, corporate deposits, REITs, InvITs, insurance, and international investments. Capius also assists clients with portfolio reviews, family office requirements, retirement and succession planning, business funding, debt syndication, treasury matters, financial analysis, and Shadow CFO support.

The team brings experience across asset management, capital markets, portfolio advisory, corporate finance, and business operations, enabling a holistic view of personal, family, and business finance. With offices in Mumbai, Ahmedabad, and Rajkot, Capius focuses on clear, practical, needs-based advice and long-term client relationships.

Role Description The Inside Sales Executive role is a full-time, on-site position based in Rajkot. This role involves engaging with prospective and existing clients, conducting outbound calls, responding to inquiries, and qualifying leads for wealth management and investment services.

The Inside Sales

Executive will schedule meetings for senior advisors, maintain accurate records in CRM systems, and follow up consistently to convert leads into active clients.



Daily responsibilities include understanding client needs, explaining Capius Wealth’s solutions, coordinating with advisory and operations teams, and supporting client onboarding. The role requires meeting defined sales and activity targets while delivering professional, client-centric communication at all times.

Qualifications

- Robust Inside Sales and Lead Generation skills, with experience in outreach, prospecting, and qualifying potential clients.
- Excellent Communication and Customer Service abilities, including clear verbal and written communication and a client-focused approach.
- Demonstrated Sales skills, with the capacity to handle objections, build trust, and support closure of opportunities.
- Familiarity with financial products or services (e.g., investments, wealth management) is highly beneficial.
- Proficiency in using CRM tools, spreadsheets, and basic office software to manage leads and track activity.
- Ability to work in a structured, target-driven environment and collaborate effectively with advisory and operations teams.
- Bachelor’s degree in business, finance, commerce, or a related field preferred; relevant experience in inside sales may also be considered.
- Comfort with speaking in English and local languages as needed to engage a diverse client base in Rajkot and beyond.

📌 Inside Sales Executive (Rajkot)
🏢 Capius Wealth Private
📍 Rajkot