Company Description Capricorne Mindframe, founded in April 2009, is a progressive financial advisory firm focused on client-centric and value-driven solutions. With over 65 years of combined experience across Financial Advisory, Private Banking, Asset Management, Private Equity, and M&A;, the firm is committed to ethical and tailored financial guidance. Its services span portfolio and direct equity advisory, research-based mutual fund advisory and review, and comprehensive financial planning.

The firm also provides alternate investment advisory, MSME and corporate treasury advisory, private equity services, and family office solutions. Team members join a mission-driven environment that prioritizes impact, integrity, and long-term client relationships.

- Role Description

We are hiring a Regional Manager to join our team in Chennai location! We are looking for an experienced Regional Manager to lead and grow our Wealth Management business. The role involves driving revenue, acquiring HNI/UHNI clients, building a strong sales team,



and expanding market presence within the region.

Key Responsibilities

· Lead regional business growth and achieve quarterly/annual revenue targets.

· Acquire and manage HNI/UHNI clients; ensure superior client servicing.

· Build, mentor, and manage a team of Relationship Managers.

· Drive recent client acquisition, referrals, and channel expansion.

· Monitor regional performance, P&L;, and market trends.

· Ensure compliance with SEBI, IRDAI, AML, and internal policies.

Skills & Experience Required

· 12-15 years of experience in Wealth Management / Investment Banking.

· Strong expertise in MF, PMS, AIF, Equities, Bonds and Financial planning.

· Proven track record of sales leadership and client acquisition.

· Strong communication, team management, and relationship-building skills.

· Strategic thinker with high business acumen and market awareness.

· NISM certifications preferred

📌 Regional Manager (Chennai)
🏢 Capricorne Mindframe
📍 Chennai