Senior Client Relationship Manager

1 day ago


Delhi, Delhi, India Unifi Capital Pvt. Ltd Full time
About Unifi Capital Pvt. Ltd

Unifi Capital Pvt. Ltd is a leading independent portfolio manager in India with over 22 years of experience. Our focus on under-researched segments has led to consistent investment outperformance, resulting in a combined AUM of over USD 3Bn across various SEBI- and IFSCA-regulated platforms.

Job Description

We are seeking a talented professional to support senior management's initiatives in serving existing investors, family offices, and wealth management firms. The ideal candidate will have a strong understanding of markets, excellent communication skills, and the ability to build and maintain relationships at various levels.

The successful candidate will be responsible for managing and enhancing relationships with existing direct clients, acting as the primary point of contact for clients, and building relationships with distribution partners. They will also identify new business opportunities within the existing client base and partners, leveraging relationships to drive revenue growth.

Required Skills and Qualifications
  • A minimum of 5-8 years of experience in relationship management in wealth/asset management
  • MBA, CFP, CFA or equivalent qualification is preferred
  • Excellent problem-solving abilities and a client-centric approach
Benefits

At Unifi Capital Pvt. Ltd, we offer a competitive compensation package and a work environment that fosters growth and development. We believe our people are the heart and soul of our success, with about 25% of our 150-member team having been with the firm for over a decade.



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