Client Acquisition Specialist
CAPINORIA WEALTH PRIVATE LIMITED · Nagpur · onsite · Posted 64d ago
Not disclosedFresherfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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 organization focuses on transparent, growth-oriented financial strategies tailored to the needs of individual clients and business partners. Capinoria Wealth collaborates closely with advisors and enterprises to design efficient investment and protection solutions. Team members work in a professional, compliance-driven environment with opportunities to contribute to client-centric financial outcomes.
Role Description The Client Acquisition Specialist is a full-time, on-site role based in Nagpur, responsible for identifying, engaging, and onboarding new clients for Capinoria Wealth's financial solutions. Daily activities include prospecting and qualifying leads, conducting market research to understand client segments, and presenting suitable mutual fund, insurance, and unlisted share offerings. The role involves building and maintaining strong relationships with potential clients and partners, coordinating acquisition initiatives, and tracking performance against targets. The Client Acquisition Specialist will collaborate with internal teams to ensure smooth onboarding, support client queries, and contribute to continuous improvement of acquisition processes.
Qualifications
Role Description The Client Acquisition Specialist is a full-time, on-site role based in Nagpur, responsible for identifying, engaging, and onboarding new clients for Capinoria Wealth's financial solutions. Daily activities include prospecting and qualifying leads, conducting market research to understand client segments, and presenting suitable mutual fund, insurance, and unlisted share offerings. The role involves building and maintaining strong relationships with potential clients and partners, coordinating acquisition initiatives, and tracking performance against targets. The Client Acquisition Specialist will collaborate with internal teams to ensure smooth onboarding, support client queries, and contribute to continuous improvement of acquisition processes.
Qualifications
- Candidates should possess strong Analytical Skills and Market Research capabilities to identify opportunities and client needs.
- Candidates should possess Acquisitions and Program Management skills to drive client onboarding and manage acquisition campaigns.
- Candidates should possess excellent Communication skills for client interactions, presentations, and coordination with internal stakeholders.
- Relevant experience in financial services, wealth management, or sales is preferred.
- Bachelor's degree in Business, Finance, Marketing, or a related discipline is beneficial.
- Ability to work on-site in Nagpur, meet acquisition targets, and maintain high ethical and compliance standards.
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Skills
Program ManagementMarket Researchanalytical thinkingacquisitionsCommunication Skills