Wealth Management Strategist

1 week ago

Coimbatore, Tamil Nadu, India Yubi Group Full time

About Yubi Group



Yubi Group, 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, fulfilment, and collection of any debt solution. At Yubi Group, 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.



About the Job



Wealth Management Strategist - High Net Worth Relationships

This role 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.



Key Responsibilities:


  • To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • 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 private 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

Necessary Qualifications:


  • 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 high-net-worth individual's 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.

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