Branch Head

7 days ago

Vadodara, India Yubi Markets Full time

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.About the Job:The Branch Head at Yubi Markets 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.● To demonstrate expertise in wealth management products, including but not limitedto 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 wealthe 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. Key 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

  • Center Head

    4 days ago

    Vadodara, Gujarat, India LAKME academy powered by Aptech Full time

    The Centre Head will lead and manage all functions of the training centre: operations, admissions, academics, faculty/staff management, student experience, and revenue growth. They must ensure that the centre meets business targets, maintains high academic and service standards, and aligns with brand & compliance requirements.Key ResponsibilitiesBusiness &...

  • Branch Manager

    2 weeks ago

    Dahod, Patan, Vadodara, India Tata AIA Life Insurance Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Role & responsibilities :Strategic Business DevelopmentIdentify potential catchments areas and develop distribution in themBuild Distribution through NLA and Sales LeadersBusiness DevelopmentDrive recruitment of DPBAs through the BAMs / LHs / CHsDrive recruitment initiatives through activities and through BAs / internal PBAs / DPBAsDrive Growth in...

  • Branch Head

    7 days ago

    Vadodara, India Yubi Markets Full time

    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...

  • Branch Head

    7 days ago

    Vadodara, India Yubi Markets Full time

    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...

  • Branch Head

    7 days ago

    Vadodara, India Yubi Markets Full time

    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...

  • Branch Head

    7 days ago

    Vadodara, India Yubi Markets Full time

    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...

  • Branch Head

    6 days ago

    vadodara, India Yubi Markets Full time

    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...

  • Branch Head

    6 days ago

    Vadodara, India Yubi Markets Full time

    About YubiYubi 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...

  • Branch Head

    5 days ago

    Vadodara, India Yubi Markets Full time

    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...

  • Cluster Head Business Banking

    2 weeks ago

    Kolhapur, Mumbai, Vadodara, India Quotient Consultancy Full time ₹ 30,00,000 - ₹ 50,00,000 per year

    Leading Bank Hiring Cluster Head Business Banking Relationship ManagerMUMBAI/ KOLHAPUR/ VADORARAInterested please call MAHEK and drop CV at Roles & Responsibilities:Team handling preferred / Senior RMResponsible for acquiring new customers for business banking with a detailed understanding of credit assessment.Knowledge on liability, Forex, trade and client...