Wealth Management Strategist

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...

Job Title: Private Wealth Sales SpecialistKey ResponsibilitiesDrive sales of wealth management products, including portfolio management services, mutual funds, and other financial instruments.Establish and maintain strong client relationships by understanding their financial goals and offering tailored solutions.Actively pursue new business opportunities and...

Job SummaryAs a wealth management professional, you will be responsible for acquiring and managing high net worth individual (HNI) clients. You will conduct client profiling to offer various financial products and manage their portfolios for performance and profitability.Acquire and manage HNI clients to ensure seamless service delivery.Conduct client...

About the RoleAs a Private Wealth Manager, you will play a pivotal role in cultivating relationships with High Net Worth Individuals and Ultra High Net Worth Clients to build long-term associations.Acquire new private banking clients and nurture existing relationships by providing comprehensive wealth management solutions, encompassing asset under management...

Role Overview:We are seeking a seasoned Wealth Management Specialist to join our team.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).They should possess excellent communication, presentation, and negotiation skills to effectively build...

Market Lead/Sr. Market Lead PositionWe are seeking a dynamic and result-oriented individual to spearhead business growth in private wealth management.About the Role:Provide financial guidance and implement planning recommendations for high net worth clients.Monitor market trends to ensure client plans remain responsive.Drive the growth of assets under...

html 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). Yubi Group...

Job DescriptionWe are seeking a seasoned Business Development Manager to join our expanding team in Gift City. This role offers a unique opportunity to grow with a dynamic organization at the intersection of Wealth Management, Private Markets, and Innovation.

Senior Commercial StrategistWe are seeking an accomplished Senior Commercial Strategist to lead pricing innovation, revenue optimization, and commercial growth.This role will drive strategic partnerships with senior business leaders to design and execute dynamic pricing strategies that fuel growth. Key responsibilities include:Pricing Strategy &...

Job Title:Chief Financial StrategistWe are seeking an experienced Chief Financial Strategist to lead our finance and accounting function.Key Responsibilities:Develop and implement comprehensive financial strategies to drive business growth.Oversee financial reporting, budgeting, and forecasting.Foster a culture of cost efficiency and risk management.Ensure...