Unifi Capital

3 days ago


Hyderabad, India Unifi Capital Pvt Ltd. Full time

Role Overview :The Regional Manager will be responsible for driving business development, distribution partnerships, and client acquisition. The role requires a strong understanding of capital markets, PMS & AIF products, and the HNI ecosystem.Key Responsibilities:- Develop and execute the sales strategy for PMS and AIF products within the assigned geography.- Build and manage relationships with Wealth Managers, IFAs, Private Bankers, Family Offices, and Direct HNI clients.- Conduct regular presentations, product training sessions, and investment seminars for channel partners and clients.- Identify new business opportunities, strategic alliances, and distribution networks.- Work closely with the investment and product teams to provide market feedback and enhance offerings.- Ensure sales targets, compliance standards, and reporting requirements are met consistently.- Represent the firm at industry forums, partner events, and regional investor interactions.Qualifications & Experience:- Graduate/Postgraduate in Finance, Business, or related field.- Minimum 8 - 10 years of experience in investment product distribution (PMS/AIF/Mutual Funds/Wealth Management).- Strong understanding of capital markets, portfolio strategies, and regulatory frameworks (SEBI guidelines).- Proven track record in managing regional sales, client relationships, and distributor networks.- Excellent communication, presentation, and interpersonal skills.- Fluency in Telugu and Hindi. Key Attributes:- Entrepreneurial mindset with a relationship-driven approach.- High level of integrity, self-motivation, and accountability.- Ability to work independently and collaborate with internal teams.- Willingness to travel extensively within the assigned geography.About Unifi Capital - Unifi Capital is one of Indias largest independent portfolio managers with a legacy of more than 24 years managing an AUM of 25,000 crores.More details are available on website: https://www.unificap.com (ref:iimjobs.com)


  • Regional Manager

    3 days ago


    Hyderabad, India Unifi Capital Pvt Ltd. Full time

    Job Description Role Overview : The Regional Manager will be responsible for driving business development, distribution partnerships, and client acquisition . The role requires a strong understanding of capital markets, PMS & AIF products, and the HNI ecosystem. Key Responsibilities: - Develop and execute the sales strategy for PMS and AIF products within...


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