Expert Wealth Manager

3 days ago

Vadodara, Gujarat, India beBeeWealth Full time ₹ 8,00,000 - ₹ 10,00,000

Our organization is dedicated to supporting wealth managers and financial advisors in India. We understand that clients expect a seamless experience when it comes to financial products. To cater to this demand, we have designed our platform to enable partners and investors to manage their needs from a single place.

At Yubi Markets, we specialize in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Our offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.

About the Role

The Branch Head at Yubi Markets is 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.
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.

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