The Role
Acquire, build, and retain relationships with wealth-management channel partners, including IFAs, MFDs, and RIAs. Advise clients on products such as debentures, AIFs, PMS, mutual funds, insurance, government securities, and bonds. Generate leads, cross-sell solutions, achieve revenue targets, conduct product due diligence, maintain compliant records, and support seminars and business-development activities.
Summary Generated by Built In
About Yubi:
Yubi, formerly known as CredAvenue, is re-defining 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, fulfillment, 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 boarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR.
40,000 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, revolutionising the segment.
At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ 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 Job:
The Relationship Manager -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services.
Roles & responsibilities:
● 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
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.
Skills Required
- Graduate or Master's degree in finance, business administration, or a related field
- Prior experience working in a private bank or wealth management setup
- At least 3 years of experience building and managing relationships with channel partners, including IFA, MFD, or RIA partners
- Strong understanding of wealth management products, including debentures, AIFs, and PMS
- Proven sales performance and track 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
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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.
