Portfolio Partnerships Executive
1 day ago
- 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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Strategic Partnership Executive
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