Relationship Manager

Company Description

Capricorne Mindframe is a financial services firm with physical presence at Chennai, Kochi, Mumbai, Ahmedabad and Indore,while serving clients across the world(both Resident Indians & Non Resident Indians). We offer a wide range of services including portfolio advisory, direct equity advisory, research-based MF advisory and review, comprehensive financial planning, alternate investment advisory, MSME and corporate treasury advisory, private equity, and family office solutions.

Role Description

This is a full-time on-site role for a Relationship Manager. The Relationship Manager will be responsible for managing and developing relationships with clients, providing portfolio advisory services, conducting research, and overseeing comprehensive financial planning. The Relationship Manager will also provide direct equity advisory and alternate investment advisory.

Qualifications

• Strong knowledge of portfolio advisory, direct equity advisory, and alternate investment advisory
• Experience in conducting research and providing research-based MF advisory and review
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Experience in comprehensive financial planning
• Knowledge of MSME and corporate treasury advisory
• Experience in private equity and family office solutions
• Bachelor's degree in finance, business, or related field