Client Servicing Professional

2 weeks ago


Delhi, Delhi, India Unifi Capital Pvt. Ltd Full time
Overview of Unifi Capital Pvt. Ltd

Unifi Capital Pvt. Ltd is one of India's largest independent portfolio managers with a legacy of more than 22 years. Our team of over 150 members serves about 12,000 diverse clients, including institutions, family offices, and high-net-worth individuals, delivering consistent and superior returns.

Job Summary

We seek an experienced professional to manage and enhance relationships with existing direct clients, identifying new business opportunities and driving revenue growth. The ideal candidate will have a strong understanding of markets and excellent communication skills.

Key Responsibilities
  1. Manage and enhance relationships with existing direct clients
  2. Act as the primary point of contact for clients
  3. Build relationships with distribution partners
  4. Identify new business opportunities within the existing client base and partners
Requirements
  • 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
What We Offer

At Unifi Capital Pvt. Ltd, we offer a competitive compensation package and a work environment that fosters growth and development. We prioritize talent development and employee satisfaction, ensuring a fulfilling career for our professionals.



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