About Yubi
Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.
Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories.
The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following:
The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc
Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket
Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements
Domestic and international competitive intelligence
Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability
Determine ongoing product evolution/development priorities
Own the design of the client and advisor product experience
Develop business cases for new products or product enhancements
Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen
Manage key enterprise stakeholder relationships and product advisory groups
Ensure that product management function is audit-ready at all times
Executive and field presentation development to communicate product management strategy, key initiatives updates, etc.
Foster proactive and productive relationships with channel and support partners
Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace
Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams.
Requirements
Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for third party & products
Minimum 10+ years of experience in Product Management in Wealth Management Firm
Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business
Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions.
Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience.
Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority.
Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them
Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution
Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels
To ensure high quality launch materials, customer presentations and sales training.
Have a keen eye to track the latest offering and developments in the market and become a repository for market
Skills Required
- Minimum 10+ years of experience in product management within a wealth management firm
- Ability to understand industry and organizational priorities and develop a clear roadmap for third-party products
- Industry knowledge, competitive analysis, regulatory awareness, and understanding of technology innovations
- Excellent problem-solving and product design skills, including defining problem statements, user scenarios, use cases, edge cases, and assumptions
- Ownership mindset to ensure product adoption by the target audience
- Collaboration and leadership skills to drive execution without direct authority
- Hands-on experience conducting due diligence on third-party products
- Experience identifying cross-selling and up-selling opportunities and improving product value propositions
- Experience planning strategies through business dynamics analysis, gap analysis, stakeholder engagement, and implementation planning
- Experience designing and implementing product positioning, messaging, and go-to-market strategies across offline and online channels
- Ability to develop high-quality launch materials, customer presentations, and sales training
- Ability to track market offerings and developments and maintain market knowledge
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What We Do
Yubi is the world's first possibility platform powering the discovery, investment, fulfilment of credit. We are re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. Yubi stands for ubiquitous, being present wherever our customers need us. From being a disruptor in India’s debt market to marching towards global corporate markets, we will unlock greatness together. We are on a mission to deepen and power the $120 Trillion global enterprise debt market which would unlock a GDP multiplier and thus, create massive economic value. The Yubi product suite is leading the empowerment of small, medium, and large enterprises on one side, and growing a healthy loan book for the larger Banking ecosystem on the other. As a debt platform for enterprises, lenders and investors, we offer the most comprehensive bouquet of debt products. Our suite of product offerings ensures that as a participant in the debt market - you find just what you are looking for! We believe that access to prudent finance is the right of all global citizens and that is what drives all of us here at Yubi. The future of finance starts here, propelled by technology, transparency, and mutual trust.
