Unifi Capital - Deputy Manager - Client Relations

Unifi Capital is one of the largest funds management firm licensed by SEBI under PMS regulations. Headquartered in Chennai, we serve investors all over the country through several branch networks. For more details kindly visit www.unificap.com

Job Description & Responsibilities:

This role will be to primarily offer Post Sales Client Servicing Support. He / She would be assisting senior colleagues in regular client connect, MIS, tax reports & handling account queries. Maintaining client records and partner empanelment record, ensuring adherence of Compliance related documents to be maintained for our Distribution partners. Candidate would also be required to provide support to distribution partners & perform administrative tasks quickly, accurately and co-ordinate daily activities with senior colleagues.

Desired Profile of the Candidate:

Excellent verbal and written communication skills, computer literacy (MS office) are required. Prior experience in similar roles with stocks and securities firms, equity products distribution firms, banks, fund houses, and wealth managers is essential. Only candidates based out of Mumbai may apply.

Compensation Offered [Salary]: As per industry standards.

Location of Posting: Prabhadevi - Mumbai

Functional Area: Reporting, Data Management & Tax Queries

Industry : Financial Services

Basic UG /PG Qualification: UG / PG Both preferable