Position : Senior Manager - RM Client Services
Location : Mumbai
Company : Unifi Capital Pvt Ltd
Experience : 3-7 years
Role Overview :
We are looking for a self-driven and client-centric candidate to join our Direct Channel in Mumbai. The ideal candidate is passionate about wealth management, understands the value of high-touch client service, and is eager to contribute to the growth of the client book through service excellence and referral generation. Additionally, the candidate should be adept at offering personalized and suitable investment advice, ensuring that each client's financial goals and risk tolerance are met with tailored solutions.
Key Responsibilities :
Desired Candidate Profile :
About Unifi Capital
Unifi Capital founded in 2001 with AUM of INR 24,500 crores is a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns. More details are available on website : https : / / www.unificap.com
ref : iimjobs.com)
Senior Client Manager • Mumbai, India