Branch Head

3 days ago

Pune, Maharashtra, India Yubi Markets Full time ₹ 15,00,000 - ₹ 20,00,000 per year

About Yubi

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.

Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. 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.

About the Job:

The Branch Head at Yubi Markets 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 channel partners, IFA/MFD's and managing & retaining such relationships by delivering the best standards of services.

Roles & responsibilities:

● To acquire, build and maintain strong relationships with IFA, MFD & RIA's

● 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.

● To conduct and assist in organizing seminars, workshops and other business development

activities.

Key Requirements:

● 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.

● 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

  • Branch Head

    3 days ago

    Pune, Maharashtra, India Livnest Technologies Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Seeking an experienced Branch Head to lead sales and operations. Responsible for team management, revenue growth, builder relations, and branch profitability. Strong leadership, real estate expertise, and target orientation required.

  • Branch Head

    3 days ago

    Pune, Maharashtra, India Dorby Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    We're Hiring: Branch Head – Pune Location: Pune, Maharashtra Industry: Laminates / Building Materials Experience: 5–9 Years Qualification: Graduate (MBA Preferred) Job Type: Full-Time Ready to take charge and lead growth in one of the fastest-moving segments in building materials? We're looking for a dynamic, strategic, and sales-driven Branch Head to...

  • Branch Head- insurance

    7 hours ago

    Pune, Maharashtra, India Additional Mile Pvt Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    we have a job opportunity with our client in Pune location.Position Branch Head -InsuranceExp- 10 + yrsCorporate sales exposure with Team handling, Branch ManagementImportant Notice: While this role pertains to Insurance Sales, candidates from retail, agency, or bancassurance backgrounds will not be considered for this position.Required Experience Profile:...

  • Branch Manager

    1 day ago

    Pune, Maharashtra, India Be Sold Out Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Position Title: Branch HeadDepartment: Branch Operations (Sales + Support Functions)Reports To: CEOLocation: PuneEmployment Type: Full-timeRole SummaryWe are seeking a capable and mature Branch Manager to lead the overall operationsof our Commercial Real Estate Branch Office. This is a strategic and execution-heavy role for a professional who can...

  • Branch Manager

    7 days ago

    Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Title: Branch Manager Department: Sales, Business Development & Team Management Industry: Financial Services / Broking Reporting to: Cluster Head / Regional HeadAcademic BackgroundBachelor's degree in Finance, Commerce, Economics, or a related field (MBA preferred).Work ExperienceMinimum 5+ years of experience in the equity market.At least 2 years in a...

  • Sales and Marketing Branch Operations

    4 days ago

    Pune, Maharashtra, India SAI HR CONSULTANTS Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We are Hiring for Operations Manager for our Retread Manufacturing Industries in Pune.We need a candidate who has worked in a Tyre Rubber Polymer Industrial Rubber Products as a Operations Manager taking care of the Branch Operations Sales and Marketing Production ETC.Experience in a retreading industry will be an added advantage.Exposure to basic process of...

  • Branch Manager

    4 weeks ago

    Pune, Maharashtra, India tata aia life insurance Full time

    A Position Overview Position Title Branch Manager Department Business Associate Model Role Summary Responsible for achieving business targets for the branch through building a sustainable and productive distribution force Manage smooth business functioning and successful implementation of various tactical and strategic business initiatives as...

  • Branch Manager

    3 days ago

    Pune, Maharashtra, India LDS Infotech Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description – Branch Manager (Pune)Company: LDS Infotech Pvt. Ltd.Department: Sales & MarketingDesignation: Branch Manager – PuneLocation: PuneNo. of Positions: 1About UsLDS Infotech Pvt. Ltd. has been delivering world-class IT Products, Cloud Solutions,Services, and Consulting to a wide range of businesses. Our mission is to enableorganizations to...

  • Branch Manager

    5 days ago

    Pune, Maharashtra, India LDS Infotech Pvt Ltd Full time

    Job Description – Branch Manager (Pune)Company: LDS Infotech Pvt. Ltd.Department: Sales & MarketingDesignation: Branch Manager – PuneLocation: PuneNo. of Positions: 1About UsLDS Infotech Pvt. Ltd. has been delivering world-class IT Products, Cloud Solutions,Services, and Consulting to a wide range of businesses. Our mission is to enableorganizations to...

  • Branch Manager City Head Pune

    6 days ago

    Pune, Maharashtra, India Standard Chartered Full time

    Job Summary Maximize sales performance to achieve given revenue targets of the branch and zone through liability products Current Savings Term deposits wealth management products and asset related products secured unsecured Ensure effective Relationship Management by monitoring the movement of the top customers of the branch devise and implement a...