The Role
Lead B2B2C sales to national wealth distributors, placing fixed-income and alternative investment products. Develop sales strategies, secure partnerships with banks, NBFCs, asset managers, advisory firms, and fintechs, manage the full sales cycle, and nurture strategic relationships. Collaborate with product and marketing teams on go-to-market initiatives, monitor market trends, report sales metrics, meet revenue targets, and represent the wealth business at industry events.
Summary Generated by Built In
About YUBI
Yubi, formerly known as CredAvenue, is redefining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.
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.
In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest, and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance.
- Yubi Loans - Term loans and working capital solutions for enterprises.
- Yubi Invest - Bond issuance and investments for institutional and retail participants.
- Yubi Pool- End-to-end securitisations and portfolio buyouts.
- Yubi Flow - A supply chain platform that offers trade financing solutions.
- Yubi Co.Lend - For banks and NBFCs for co-lending partnerships.
Currently, we have onboarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR 100,000 crore.
Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionizing the segment.
At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 700+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story.
About the team and role
About the Role:
The role is to cover wealth distributors. Specifically, the role will entail active prospecting of risk appetite from wealth distributors (National Distributors), and place fixed income products both primary & secondary issuances along with other wealth products such as CCD/Unlisted Equity/REITs/INVITs.
Key Responsibilities:
- Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for placement of multi products with ND’s
- Develop and execute a comprehensive sales strategy that targets both business partners, CIO’s, Head of Products within the wealth management ecosystem.
- Identify, approach, and secure strategic partnerships with banks, NBFCs, asset managers, advisory firms, and fintech companies.
- Coordinate with internal wealth management teams to tailor product offerings and solutions that meet the diverse needs of B2B segments.
- Manage the entire sales cycle—from prospecting and lead generation to deal negotiation and closing—while ensuring compliance with internal policies and regulatory requirements.
- Build, maintain, and nurture lasting relationships with partners, ensuring strong collaboration and a mutual drive towards growth.
- Collaborate with marketing and product development teams to design go-to-market campaigns, sales collateral, and product demonstrations that resonate with target audiences.
- Monitor market trends, competition, and customer feedback to refine strategies and enhance the overall value proposition.
- Track, analyze, and report on sales performance metrics, adjusting tactics as needed to meet or exceed revenue targets.
- Organize and participate in industry events, conferences, and networking opportunities to represent the wealth business and expand industry presence.
Requirements
Desired Skills and Experience
- Bachelor’s degree in Business, Finance, CA/CFA, or a related field (Master’s degree preferred).
- Proven experience in a ND sales role within the wealth management, financial services, or fintech sectors.
- Strong understanding of wealth management products including but not limited to Fixed Income, mutual funds, PMS, AIFs, insurance, and other investment solutions.
- Excellent communication, negotiation, and relationship management skills.
- Ability to work collaboratively across teams and foster strong interdepartmental relationships.
- Results-oriented mindset with a track record of achieving sales targets in a competitive market.
- Have a strong understanding of the wealth segment and product offerings (6 - 10) years of work experience with a wealth house would be preferred.
Skills Required
- Bachelor's degree in Business, Finance, CA/CFA, or a related field
- Master's degree
- Proven experience in a national distributor sales role within wealth management, financial services, or fintech
- Strong understanding of wealth management products, including fixed income, mutual funds, PMS, AIFs, insurance, CCDs, unlisted equity, REITs, and INVITs
- Excellent communication, negotiation, and relationship management skills
- Ability to collaborate across teams and build strong interdepartmental relationships
- Results-oriented mindset with a track record of achieving sales targets in a competitive market
- Strong understanding of the wealth segment and its product offerings
- Six to ten years of work experience with a wealth house
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The Company
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.
