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Regional Manager/Associate Director - Sales & Business Development
Regional Manager/Associate Director - Sales & Business DevelopmentConfidential • Pune, India
Regional Manager / Associate Director - Sales & Business Development

Regional Manager / Associate Director - Sales & Business Development

Confidential • Pune, India
12 days ago
Job description

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.

Please send your resume to [HIDDEN TEXT]

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 :

  • Graduate / Postgraduate in Finance, Business, or related field.
  • Minimum 10 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 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

    Skills Required

    Mutual Funds, Capital Markets, Wealth Management, Pms, Aif

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    Regional Sales Director • Pune, India

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