Unifi Capital - Manager - Client Relations

About Us :

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

We are looking to bring on board experienced capital market professionals with a keen and holistic sense of client relationship management.

Job Description & Responsibilities :

- This role will primarily offer support to the Senior Colleagues in managing their existing Client Relationships in Mumbai and co-ordinate daily activities.

- He/She would be assisting senior colleagues in regular client meetings, managing distributors, meeting clients for the portfolio review, and assisting in branch operations.

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.

Qualification & Experience :

- 5 years of relevant experience in similar roles in financial services firms, AMC's, Banks, Wealth management is preferred.

- MBA/PGDM or equivalent qualification.

Compensation : As per industry standards

Location of work : Mumbai