Company Description CAUTILYA CAPITAL is a financial services company committed to helping customers achieve financial independence through research-driven practices and personalized guidance. The organization is built on a strong foundation of integrity, aiming to deliver transparent and trustworthy financial solutions. A team of dedicated professionals works closely with clients to understand their goals and provide tailored strategies. Potential team members can expect a performance-driven environment that values ethical conduct, continuous learning, and customer-centric decision-making. Role Description The Sales Specialist role at CAUTILYA CAPITAL is a full time, on-site position based in Bengaluru. In this role, the Sales Specialist will engage with prospective and existing clients, present financial products and services, and support customers in understanding solutions that align with their financial goals. Daily responsibilities include conducting client meetings, following up on leads, maintaining accurate records in the CRM, and collaborating with internal teams to optimize sales processes.



The Sales Specialist will also participate in training and product updates, contribute to sales planning, and support customer service activities to ensure a high-quality client experience. Qualifications
• Candidates should possess strong Communication and Customer Service skills to build trust and maintain long-term client relationships.
• Candidates should possess Sales and Sales Management skills to identify opportunities, close deals, and meet or exceed sales targets.
• Candidates should possess Training skills to support onboarding, share product knowledge, and contribute to the development of the sales team.
• Relevant experience in financial services, banking, or investment products is beneficial.
• Proven ability to work in an on-site, client-facing role in Bengaluru, with strong organizational and time-management skills.
• Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred.
• Comfort with CRM tools and basic MS Office applications is an advantage.

📌 Sales Specialist (Bengaluru)
🏢 Cautilya Capital
📍 Bengaluru