Unifi Capital - Regional Manager / Associate Director - Sales & Business Development

Role Overview :

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

Key Responsibilities :

• Develop and 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 :

Key Attributes :

About Unifi Capital - Unifi Capital is one of Indias largest independent portfolio managers with a legacy of more than 24 years managing an AUM of 25,000 crores

More details are available on website : https : / / www.unificap.com

(ref : iimjobs.com)