Unifi Capital Relationship Manager

2 weeks ago


Kolkata, West Bengal, India Unifi Capital Pvt. Ltd Full time

At Unifi Capital, we are seeking a talented professional to support senior management in serving existing investors, family offices and wealth management firms. This role is ideal for a seasoned relationship manager with a strong focus on client servicing and institutional partnerships.

This position offers an excellent opportunity to work with a leading portfolio manager in India, leveraging relationships to drive revenue growth and delivering consistent and superior returns to clients. With a team of over 150 members, including experienced professionals with a decade-long tenure, we foster a culture of internal cohesion and commitment.

**About the Role:**

We are looking for a skilled professional with 4-10 years of experience in relationship management in wealth/asset management, preferably with an MBA, CFP, or CFA qualification. The ideal candidate will have excellent problem-solving abilities, a client-centric approach, and the ability to build and maintain relationships at various levels.

The selected candidate will manage and enhance relationships with existing direct clients, ensuring their needs are met and expectations exceeded. They will also act as the primary point of contact for clients, providing timely and effective support, and addressing any concerns or issues. Additionally, they will build, nurture, and strengthen relationships with distribution partners, identifying opportunities for mutual growth and collaboration.

**Key Responsibilities:**

- Manage and enhance relationships with existing direct clients
- Act as the primary point of contact for clients
- Build, nurture, and strengthen relationships with distribution partners
- Identify new business opportunities within the existing client base and partners

We offer a competitive compensation package and a work environment that fosters growth and development. Our company overview highlights our legacy of more than 22 years, with a combined AUM of over USD 3Bn across various SEBI- and IFSCA-regulated platforms.



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