Unifi Capital - Associate Director - Relationship Management/Investor Relations (4-10 yrs)

Associate Director - RM (Investor Relations)

Unifi Capital is one of India's largest independent portfolio managers with a legacy of more than 22 years. The firm was founded with a focus on under-researched segments comprising over 400 listed firms, which has significantly paid off, leading to consistent investment outperformance.

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

But it's not just about the numbers. At Unifi Capital, we believe our people are the heart and soul of our success. About 25% of its 150-member team has 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. The candidate will have no direct sales function associated but requires strong communication skills, both oral and written for working with clients and distribution partners.

Location: Kolkata

Experience: 4 to 10 years

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.

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 and a work environment that fosters growth and development.