Senior Manager of Client Engagement

1 week ago


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

Unifi Capital has a legacy of over 22 years as one of India's largest independent portfolio managers.

Job Description

This role involves supporting senior management's initiatives in serving existing investors, family offices and wealth management firms. You will be responsible for managing and enhancing relationships with existing direct clients, acting as the primary point of contact for clients, building relationships with distribution partners, and identifying new business opportunities.

Responsibilities
  1. Develop and implement strategies to enhance relationships with existing clients.
  2. Provide timely and effective support to clients, addressing any concerns or issues.
  3. Nurture and strengthen relationships with distribution partners, identifying opportunities for mutual growth and collaboration.
  4. Drive revenue growth by identifying new business opportunities within the existing client base and partners.
Qualifications
  • Minimum 5 years of experience in relationship management in wealth/asset management.
  • MBA, CFP, CFA or equivalent qualification is preferred.
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships at various levels.
Compensation

We offer a competitive compensation package, including a salary range of ₹25-40 lakhs per annum, depending on qualifications and experience.



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