Unifi Capital - Assistant Vice President - Sales & Business Development

Role Overview:

The AVP will be responsible for driving strategic business growth, deepening distribution partnerships, and expanding the firm's presence across the HNI and institutional ecosystem within the assigned region. This role carries end-to-end ownership of regional revenue, partner strategy, and market positioning for PMS and AIF products.

Key Responsibilities:

- Own and drive the regional sales strategy for PMS and AIF products, aligned with the firm's overall growth objectives.

- Identify and develop high-quality distribution partnerships across Wealth Managers, IFAs, Private Banks, Family Offices, and select Direct HNI relationships.

- Build and manage relationships with Wealth Managers, IFAs, Private Bankers, Family Offices, and Direct HNI clients.

- Conduct regular presentations, product training sessions, and investment seminars for channel partners and clients.

- Work closely with the investment and product teams to provide market feedback and enhance offerings.

- Ensure sales targets, compliance standards, and reporting requirements are met consistently.

- Represent the firm at industry forums, partner events, and regional investor interactions.

Qualifications & Experience:

- Graduate/Postgraduate in Finance, Business, or related field.

- Minimum 15 years of experience in investment product distribution (PMS/AIF/Mutual Funds/Wealth Management).

- Strong understanding of capital markets, portfolio strategies, and regulatory frameworks (SEBI guidelines).

- Proven track record in managing regional sales, client relationships, and distributor networks.

- Excellent communication, presentation, and interpersonal skills.

Key Attributes:

- Entrepreneurial mindset with a relationship-driven approach.

- High level of integrity, self-motivation, and accountability.

- Ability to work independently and collaborate with internal teams.

- Willingness to travel extensively within the assigned geography.

About Unifi Capital - Unifi Capital was established in 2001 as a specialized Portfolio Management (PMS & AIF) company offering innovative investment strategies with an AUM of ~23,000 Crores. Unifi is headquartered in Chennai with offices in Bangalore, Hyderabad, Mumbai, Delhi, Kolkata, Pune & Ahmedabad. (www.unificap.com)