About Yubi
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.
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.
Requirements
● Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up.
● Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 8 years.
● Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc.
● Strong communication sales and a track record of achieving targets and achieving incentives.
● Should have excellent communication, presentation, and negotiation skills.
● Should have the ability to work independently and as part of a team in a fast-paced environment.
● Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage
Skills Required
- Graduate or master's degree in finance, business administration, or a related field
- Prior experience working in a wealth management setup
- At least 8 years of experience building and managing relationships with IFA, MFD, or RIA channel partners
- Strong understanding of wealth management products, including debentures, AIFs, PMS, mutual funds, insurance, government securities, corporate bonds, commercial papers, NCDs, and PTCs
- Strong communication and sales skills with a record of achieving targets and incentives
- Excellent communication, presentation, and negotiation skills
- Ability to work independently and as part of a team in a fast-paced environment
- Relevant regulatory certifications such as AMFI or NISM
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.
