Portfolio Partnerships Executive

1 day ago


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

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.
  • MBA, CFP, CFA, or equivalent qualification is preferred.
  • Excellent problem-solving abilities and a client-centric approach, with the ability to build and maintain relationships at various levels.

At Unifi Capital, we offer a competitive compensation package, with an estimated salary range of INR 15-25 lakhs per annum, depending on experience. Additionally, we provide a work environment that fosters growth and development.



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