Head - Family Office
1 day ago
About Yubi Markets: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.Key Responsibilities:- Lead the onboarding and engagement process for HNIs, family offices, and corporate treasuries, aligning their investment strategies with a full spectrum of investment products.- Provide thought leadership at industry forums for family offices, treasuries, and HNIs, helping manage their portfolios and inform investment trends. Collaborate with Yubi Markets' Products team to develop relevant offerings.- Collaborate cross-functionally with Product, Legal, and Risk teams to understand product specifications and tailor investment solutions to clients' risk profiles, optimizing capital market returns.- Develop and expand sales propositions by onboarding investors for comprehensive portfolio management and risk analysis solutions.Desired Skills and Experience:- Extensive experience understanding family office requirements and investment product offerings, ideally with 15-20 years in a wealth management setting.- In-depth knowledge of structured credit deals and equity markets.- Exceptional communication skills are essential, with the ability to effectively pitch a diverse range of debt products to HNIs and family offices.- Proficiency in leveraging social media platforms and digital marketing channels for promoting product offerings.This role requires a strategic leader with robust industry knowledge and the skill to foster strong client relationships while driving Yubi Markets' growth. If you have a track record of excellence in wealth management and are ready to lead within a dynamic organization, we encourage you to apply.
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Head - Family Office
2 days ago
Mumbai, India Yubi Markets Full timeAbout Yubi Markets: 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...
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Head - Family Office
24 hours ago
Mumbai, India Yubi Markets Full timeAbout Yubi Markets: 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...
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Head - Family Office
1 week ago
Mumbai, Maharashtra, India Yubi Markets Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAbout Yubi Markets: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...
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Head - Family Office
2 days ago
mumbai, India Yubi Markets Full timeAbout Yubi Markets: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...
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Head - Family Office
2 days ago
Mumbai, India Yubi Markets Full timeAbout Yubi Markets: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...
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Head - Family Office
23 hours ago
Mumbai, India Yubi Markets Full timeAbout Yubi Markets: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...
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Head Family Office Networking Events
14 hours ago
Navi Mumbai, India Sperton Global AS Full timeOverview:Seeking a highly driven and entrepreneurial-minded professional to lead the Family Office Events across India. The ideal candidate will have a strong background in engaging with family offices, venture capital firms, private equity professionals, CIOs, and ultra-high-net-worth individuals. This role will involve curating and executing exclusive...
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▷ (High Salary) Head - Family Office
4 days ago
Mumbai, India Yubi Markets Full timeJob Description About Yubi Markets: 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)....
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Remote Financial Analyst
23 hours ago
Mumbai, India Flamingo family office Full timeResearch AnalystApplication for Research Analyst | Muchhala Family Important: Please read this before you apply for the position Who we areWe are a family office that manages family finances. What is the role aboutThis is a remote role. We are looking for a Research Analyst to join our team at Muchhala Family. As a Research Analyst at our company, you...
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▷ [Urgent] Remote Financial Analyst
2 days ago
Mumbai, India Flamingo family office Full timeResearch Analyst Application for Research Analyst | Muchhala Family Important: Please read this before you apply for the position Who we are We are a family office that manages family finances. What is the role about This is a remote role. We are looking for a Research Analyst to join our team at Muchhala Family. As a Research Analyst at our company, you...
