Unifi Capital - Relationship Manager - Sales & Business Development

Role Overview :

The Relationship Manager will be responsible for driving business development, distribution partnerships, and client acquisition. The role requires a strong understanding of capital markets, PMS & AIF products, and the HNI ecosystem.

Key Responsibilities:

- Execute the sales strategy for PMS and AIF products within the assigned geography.

- 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.

- Identify new business opportunities, strategic alliances, and distribution networks.

- 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 8 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)