Unifi Capital - Vice President - Institutional Sales

Description:

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)

Vice President Institutional Sales.

Location : Mumbai

Role Overview:

The Vice President will be responsible for driving regional business growth, while leading, mentoring, and developing a team of Relationship Managers. The role will own strategic institutional national distributor relationships, oversee client / partner acquisition and retention, and ensure consistent execution of the firms sales strategy.

This position requires strong leadership capability, deep understanding of capital markets, and the ability to balance strategic oversight with hands-on market engagement.

Key Responsibilities:

- Build and deepen relationships with institutional Wealth Managers.

- Own and drive PMS and AIF business growth in Mumbai from Institutional Partners.

- Define and execute sales strategies aligned with the firms overall growth objectives.

- Identify high-potential partners, and strategic distribution opportunities.

- Lead, mentor, and guide a team of Relationship Managers, ensuring consistent performance and high-quality client engagement.

- Set clear goals, monitor performance, and provide ongoing coaching and feedback.

- Serve as the primary senior liaison for large institutional partners, acting as the designated point of contact for Relationship Managers and Product teams to deepen strategic, long term partnerships.

- Conduct high-level client meetings, partner reviews, and investment discussions.

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

- Ensure strict adherence to SEBI regulations, internal compliance standards, and reporting requirements.

Qualifications & Experience:

- Holds a postgraduate degree in relevant field.

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

- Proven track record of managing regions and leading sales teams.

- Strong understanding of capital markets, portfolio strategies, and regulatory frameworks.

- Excellent leadership, communication, and stakeholder management skills.

- Willingness to travel across regions.

- Prior experience in managing discussions with institutional product teams.

Key Attributes:

- Strategic thinker with a strong relationship-driven mindset.

- High integrity, accountability, and ownership orientation.

- Ability to balance leadership responsibilities with market-facing execution.

- Collaborative leadership style with the ability to influence across teams.