To acquire, build and maintain strong relationships with IFA, MFD & RIA’s
To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc.
To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals.
To drive business growth by effectively cross-selling wealth management products and services to existing clients.
To achieve revenue targets and contribute to the overall growth of the wealth management business.
To conduct thorough due diligence on investment products and providers to mitigate risks.
To maintain accurate records of client interactions and transactions in accordance with compliance standards.
To conduct and assist in organizing seminars, workshops and other business development activities.
Requirements
- Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up.
- Should have a proven track record of building and managing relationships with Channel Partners (IFA/ MFD/RIA) minimum of 3 years.
- Should have a strong understanding of wealth management products, Debentures, AIFs and PMS.
- 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.
Benefits
Skills Required
- Graduate or Master's degree in finance, business administration, or a related field
- Prior experience in a private bank or wealth management setup
- At least 3 years of experience building and managing IFA, MFD, or RIA channel-partner relationships
- Strong understanding of wealth-management products, including debentures, AIFs, and PMS
- Proven sales performance and achievement of targets and incentives
- Excellent communication, presentation, and negotiation skills
- Ability to work independently and collaboratively in a fast-paced environment
- AMFI or NISM regulatory certification
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.
