Investment Relationship Manager

2 days ago


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

**Job Overview**

Unifi Capital Pvt. Ltd is one of India's largest independent portfolio managers with a legacy of over 22 years, founded on the principles of under-researched segments comprising more than 400 listed firms, which has led to consistent investment outperformance.

We manage a combined AUM of over USD 3Bn across various SEBI- and IFSCA-regulated platforms - PMS, AIF, and Offshore, serving approximately 12,000 diverse clients including institutions, family offices, and high-net-worth individuals, delivering consistent and superior returns.

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, reflecting strong internal cohesion and commitment.

**Role Summary:** We are currently seeking a talented professional to support senior management's initiatives in serving existing investors, family offices, and wealth management firms, requiring strong communication skills for working with clients and distribution partners.

The ideal candidate should possess 4-8 years of experience in relationship management in wealth/asset management, with a strong focus on client servicing and institutional partnerships, an MBA, CFP, CFA or equivalent qualification, excellent problem-solving abilities, and a client-centric approach.

The estimated salary range for this role is around Rs. 15-30 lakhs per annum, depending on experience and qualifications.



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