Portfolio Associate Director

1 week ago


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

**About Unifi Capital**

As one of India's leading independent portfolio managers, Unifi Capital has established itself as a trusted partner for investors, family offices, and wealth management firms, with a legacy of over 22 years.

We have built a reputation for our ability to deliver consistent and superior returns through our unique approach to under-researched segments, comprising more than 400 listed firms.

Our team of experienced professionals works closely with clients to understand their needs and provide tailored solutions, ensuring long-term relationships and mutual growth.

**Key Responsibilities:*

  • Manage and enhance relationships with existing direct clients, ensuring their needs are met and expectations exceeded.
  • Act as the primary point of contact for clients, providing timely and effective support, and addressing any concerns or issues.
  • Build, nurture, and strengthen relationships with distribution partners, identifying opportunities for mutual growth and collaboration.
  • Identify new business opportunities within the existing client base and partners, leveraging relationships to drive revenue growth.

**Required Skills and Qualifications:** 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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