Job Description
Unifi Capital, one of India's leading Fund Management Firms, is looking to bring on board experienced capital market professionals with a keen and holistic sense of wealth management. For more details kindly visit. The role will be to support senior management's initiatives in serving existing investors, family offices, and wealth management firms and partners in Pune and Rest of Maharashtra.
- He / She will be part of the Director's team and handle client and partner conversations for Pune and Rest of Maharashtra
- The candidate requires strong communication skills, both oral and written for working with clients and distribution partners.
- A core understanding of stock markets, mutual funds, and investment products and portfolio management services are necessary.
- Passion to understand the merit of various niche investment products and participate in internal research briefings are important.
Qualification & Experience :
- Actively seeking candidates from distribution background, (Channel Handling - Banks, National Distributors, IFAs)
- 8 to 10 years of experience in similar roles with Banks, Fund houses and Wealth Management.
- Proven track record in marketing Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) will be preferred
- MBA, PGDBM, CFA or equivalent
Openings : in Pune
- Candidates located in Pune and having work experience /in-depth understanding of PMS & AIF trends in the Pune & Western region will be preferred.
As per Industry standards - Rs. 20 lakhs p.a. (Excluding variables) with potential for significant performance-based upside.
- He / She will be part of the Director's team and handle client and partner conversations for Pune and Rest of Maharashtra
- The candidate requires strong communication skills, both oral and written for working with clients and distribution partners.
- A core understanding of stock markets, mutual funds, and investment products and portfolio management services are necessary.
- Passion to understand the merit of various niche investment products and participate in internal research briefings are important.
Qualification & Experience :
- Actively seeking candidates from distribution background, (Channel Handling - Banks, National Distributors, IFAs)
- 8 to 10 years of experience in similar roles with Banks, Fund houses and Wealth Management.
- Proven track record in marketing Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) will be preferred
- MBA, PGDBM, CFA or equivalent
Openings : in Pune
- Candidates located in Pune and having work experience /in-depth understanding of PMS & AIF trends in the Pune & Western region will be preferred.
As per Industry standards - Rs. 20 lakhs p.a. (Excluding variables) with potential for significant performance-based upside.
💡 Quick Summary
Seeking a career-building opportunity? The Unifi Capital | Associate Director | Investor Relations position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
