Group Leader, Risk Management

1 day ago


Vadodara, Gujarat, India CredAvenue Full time
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 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. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. 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.

Graduate or Master's Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up.

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.

Having relevant regulatory certifications (e.g.,

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