Unifi Capital - Regional Manager / Associate Director - Sales & Business Development
Unifi Capital Pvt Ltd.Pune, India11 days ago
Job descriptionGraduate / 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. 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.
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)
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Regional Sales Director • Pune, India
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