Head - Family Office
4 weeks ago
About Yubi Markets: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.Key Responsibilities:- Lead the onboarding and engagement process for HNIs, family offices, and corporate treasuries, aligning their investment strategies with a full spectrum of investment products. - Provide thought leadership at industry forums for family offices, treasuries, and HNIs, helping manage their portfolios and inform investment trends. Collaborate with Yubi Markets' Products team to develop relevant offerings. - Collaborate cross-functionally with Product, Legal, and Risk teams to understand product specifications and tailor investment solutions to clients' risk profiles, optimizing capital market returns. - Develop and expand sales propositions by onboarding investors for comprehensive portfolio management and risk analysis solutions.Desired Skills and Experience:- Extensive experience understanding family office requirements and investment product offerings, ideally with 15-20 years in a wealth management setting. - In-depth knowledge of structured credit deals and equity markets. - Exceptional communication skills are essential, with the ability to effectively pitch a diverse range of debt products to HNIs and family offices. - Proficiency in leveraging social media platforms and digital marketing channels for promoting product offerings.This role requires a strategic leader with robust industry knowledge and the skill to foster strong client relationships while driving Yubi Markets' growth. If you have a track record of excellence in wealth management and are ready to lead within a dynamic organization, we encourage you to apply.
-
Head Family Office Investments
1 week ago
Delhi, Delhi, India Lighthouse Search Opc Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesThe Head of Family Office will be responsible for the strategic management of the familys investment portfolio across public equities, private markets, and fixed income instruments. The incumbent will serve as a trusted advisor to the family, ensuring prudent capital allocation, robust risk management, and sustainable long-term wealth...
-
Family Office Associate
2 weeks ago
New Delhi, India CodeVyasa Full timeWe are looking for a highly organized and proactive individual to manage the backend of personal financial affairs, operating like a small family office. The ideal candidate will ensure compliance, maintain transparency, and actively seek opportunities to optimize finances and asset growth. About us CodeVyasa is a mid-sized product engineering company that...
-
Family Office Associate
2 weeks ago
New Delhi, India CodeVyasa Full timeWe are looking for a highly organized and proactive individual to manage the backend of personal financial affairs, operating like a small family office. The ideal candidate will ensure compliance, maintain transparency, and actively seek opportunities to optimize finances and asset growth.About usCodeVyasa is a mid-sized product engineering company that...
-
Family Office
6 days ago
New Delhi, Noida, India Sand Martin Consultants Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole Summary:-The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange...
-
Remote Financial Analyst
4 weeks ago
New Delhi, India Flamingo family office Full timeResearch AnalystApplication for Research Analyst | Muchhala FamilyImportant: Please read this before you apply for the positionWho we areWe are a family office that manages family finances.What is the role aboutThis is a remote role. We are looking for a Research Analyst to join our team at Muchhala Family. As a Research Analyst at our company, you will be...
-
Remote Financial Analyst
4 weeks ago
New Delhi, India Flamingo family office Full timeResearch Analyst Application for Research Analyst | Muchhala FamilyImportant: Please read this before you apply for the positionWho we are We are a family office that manages family finances.What is the role about This is a remote role.We are looking for a Research Analyst to join our team at Muchhala Family. As a Research Analyst at our company, you will...
-
Director Sales
4 weeks ago
New Delhi, India Yubi Markets Full timeYubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
-
Fund Raising
4 weeks ago
New Delhi, India Vivriti Asset Management Full timeAbout Vivriti GroupVivriti Group is a trailblazer in the mid-market lending space, offering customized debt solutions to mid-sized enterprises. The group operates through two core businesses:- Vivriti Capital Limited: A systematically important Non-Banking Financial Company (NBFC ND-SI) regulated by the Reserve Bank of India (RBI). Vivriti Capital has...
-
Fund Raising
2 weeks ago
New Delhi, India Vivriti Asset Management Full timeAbout Vivriti GroupVivriti Group is a trailblazer in the mid-market lending space, offering customized debt solutions to mid-sized enterprises. The group operates through two core businesses:- Vivriti Capital Limited: A systematically important Non-Banking Financial Company (NBFC ND-SI) regulated by the Reserve Bank of India (RBI). Vivriti Capital has...
-
Data Analyst
3 weeks ago
New Delhi, India Versetti Family Office Full timeCompany DescriptionFounded by serial entrepreneur Angel Versetti, Versetti Family Office focuses on longevity ventures and supports them with funding, strategic guidance, and operational support. Our Longevity Venture Builder acts as the founding investor, commercial co-founder, and incubator for selectively chosen science-backed IP startups. We commit up to...
