Wealth Management Leader

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About the Company
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 Role
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.
Responsibilities
- To acquire, build and maintain strong relationships with IFA, MFD & RIA.
- 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.
Qualifications
- Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up.
Required Skills
- 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.
Preferred Skills
- To maintain accurate records of client interactions and transactions in accordance with compliance standards.
- To conduct and assist in organising seminars, workshops and other business development activities.

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