Company Description Captignus Syndicate is a financial consultancy and wealth management firm that supports retail investors, high-net-worth individuals, and institutional clients with strategic financial solutions and long-term wealth creation. Headquartered in Ernakulam, Kerala, the firm is expanding across South India and focuses on bridging traditional financial services with emerging market opportunities through a transparent, research-driven approach. Its services span IPO consultancy, pre-IPO and unlisted shares, wealth management, mutual funds, bonds, fixed income products, PMS, Demat and trading solutions as an authorized Sharekhan partner, and health and general insurance advisory.

Founded in 2023, Captignus Syndicate is committed to data-driven decision-making, meticulous risk assessment, and complete transparency. The team is dedicated to empowering investors and enterprises with clarity, confidence, and strategic financial solutions.

Role Description The Regional Manager role at Captignus is a full-time, on-site position based in Kochi.

The Regional

Manager will oversee business operations across the assigned region, drive revenue growth, and ensure delivery of high-quality financial advisory services. Day-to-day responsibilities include managing and mentoring branch and sales teams, setting performance targets, and monitoring KPIs to achieve regional business goals. The role involves building and maintaining relationships with key clients, partners, and stakeholders, identifying market opportunities,



and implementing regional strategies aligned with company objectives.

The Regional

Manager will also coordinate with leadership on compliance, risk management, and process improvements, while representing Captignus at client meetings, events, and local business forums.

Qualifications

- Strong leadership and people management skills, with experience in supervising regional or multi-branch teams.
- Proficiency in business development, client relationship management, and sales planning within financial services or related sectors.
- Solid understanding of capital markets, wealth management products, and financial advisory services, including mutual funds, bonds, and equity-related offerings.
- Ability to analyze market trends, interpret financial data, and use metrics to drive decisions and performance improvements.
- Excellent communication, negotiation, and presentation skills for engaging clients, partners, and internal teams.
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (e.g., NISM, CFA, CFP, MBA) are an advantage.
- Proven experience in a regional or area management role, preferably in financial services, banking, brokerage, or wealth management.
- Solid organizational and time management abilities, with capacity to handle multiple initiatives across locations.
- Commitment to ethical conduct, transparency, and compliance with regulatory standards.
- Comfort with using CRM tools, MS Office, and digital platforms for

📌 Regional Manager (Kochi)
🏢 Captignus
📍 Kochi