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Relationship Manager
3 months ago
borrowers lendersand investors. We are the world's possibility platformfor the discovery investmentfulfilment
and collection of anydebt solution. At Yubi opportunities are plenty and we equip youwith tools to seize it.
In March2022 we became India s fastest fintech and most impactful startupto join the unicorn club with aSeries
B fundraising round of $137million.
In 2020 we began ourjourney with a vision of transforming and deepening the globalinstitutional debt market.
throughtechnology. Our twosided debt marketplace helps institutional andHNI investors find the widest networkof
corporate borrowers and debtproducts on one side and helps corporates to discover investors andaccess debt
capital efficiently onthe other side. Switching between platforms is easy which meansinvestors can lend invest
andtrade bonds all in one place. All 5 of our platforms shake up thetraditional debt ecosystem and offernew
ways of digitalfinance.
Yubi Loans Term loansand working capital solutions forenterprises.
Yubi Invest Bondissuance and investments for institutional and retailparticipants.
Yubi Pool Endtoendsecuritisations and portfoliobuyouts.
Yubi Flow A supply chainplatform that offers trade financingsolutions.
Yubi Co.Lend For banksand NBFCs for colendingpartnerships.
Currently we haveboarded over 4000 corporates 350 investors and have facilitateddebt volumes of over INR.
40000crore.
Backed by marquee investorslike Insight Partners B Capital Group Dragoneer Sequoia CapitalLightSpeed and
Lightrock we arethe onlyofitskind debt platform globally revolutionising thesegment.
At Yubi People are at thecore of the business and our most valuable assets. Yubi isconstantly growing with650
likeminded individuals todaywho are changing the way people perceive debt. We are a fun bunchwho are highly
motivated anddriven to create a purposeful impact. Come join the club to be apart of our epic growthstory.
Aboutthe Job:
TheRelationship ManagerWealth 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 Worthrelationships and managing & retaining such relationshipsby delivering the best standards of services. (S)he would beexpected to establish strong ties with them by designing &implementing their financial plans; and then by ensuring that theyreceive and execute on the right advice.Keyresponsibilities:
- Toacquire build and maintain strong relationships with highnetworthindividuals to understand their financial goals andobjectives.
- Todemonstrate expertise in wealth management products including butnot limited to Debentures Alternative Investment Funds (AIFs) andPortfolio Management Services (PMS) MFs Insurance Gsecs corporatebonds Commercial Papers NCD s PTCsetc.
- Toeducate clients on the features benefits and risks associated withvarious wealth management products.To identify new businessopportunities and generate leads through networking andreferrals.
- Todrive business growth by effectively crossselling wealth managementproducts and services to existingclients.
- Toachieve revenue targets and contribute to the overall growth of theprivate wealth managementbusiness.
- Toconduct thorough due diligence on investment products and providersto mitigaterisks.
- Tomaintain accurate records of client interactions and transactionsin accordance with compliancestandards.
- Toconduct and assist in organizing seminars workshops and otherbusiness developmentactivities.
Requirements
- Graduateor Master s Degree in finance business administration or a relatedfield preferred with prior experience working in a PrivateBank/Wealth Management setup.
- Shouldhave a proven track record of building and managing relationshipswith highnetworth individual s minimum of 3years.
- Shouldhave a strong understanding of wealth management productsDebentures AIFs andPMS.
- Strongcommunication sales and a track record of achieving targets andachievingincentives.
- Shouldhave excellent communication presentation and negotiationskills.
- Shouldhave the ability to work independently and as part of a team in afastpacedenvironment.
- Havingrelevant regulatory certifications (e.g. AMFI NISM) will be anadvantage
BenefitsWeare committed to creating a diverse environment and are proud to bean equal opportunity employer. All qualified applicants receiveconsideration for employment without regard to race colour religiongender gender identity or expression sexual orientation nationalorigin genetics disability orage.
About YubiYubi, formerly known as CredAvenue, is re-defining global debtmarkets by freeing the flow of finance between borrowers, lenders,and investors. We are the world's possibility platform for thediscovery, investment, fulfilment, and collection of any debtsolution. At Yubi, opportunities are plenty and we equip you withtools to seize it. In March 2022, we became India s fastest fintechand most impactful startup to join the unicorn club with a Series Bfundraising round of $137 million. In 2020, we began our journeywith a vision of transforming and deepening the globalinstitutional debt market. through technology. Our two-sided debtmarketplace helps institutional and HNI investors find the widestnetwork of corporate borrowers and debt products on one side andhelps corporates to discover investors and access debt capitalefficiently on the other side. Switching between platforms is easy,which means investors can lend, invest and trade bonds - all in oneplace. All 5 of our platforms shake up the traditional debtecosystem and offer new ways of digital finance. Yubi Loans Termloans and working capital solutions for enterprises. Yubi InvestBond issuance and investments for institutional and retailparticipants. Yubi Pool End-to-end securitisations and portfoliobuyouts. Yubi Flow A supply chain platform that offers tradefinancing solutions. Yubi Co.Lend For banks and NBFCs forco-lending partnerships. Currently, we have boarded over 4000+corporates, 350+ investors and have facilitated debt volumes ofover INR. 40,000 crore. Backed by marquee investors like InsightPartners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeedand Lightrock, we are the only-of-its-kind debt platform globally,revolutionising the segment. At Yubi, People are at the core of thebusiness and our most valuable assets. Yubi is constantly growing,with 650+ like-minded individuals today, who are changing the waypeople perceive debt. We are a fun bunch who are highly motivatedand driven to create a purposeful impact. Come, join the club to bea part of our epic growth story. About the Job: The RelationshipManager-Wealth is the ultimate face of the business as (s) he isgoing to be the first point of contact with the client. (S)he wouldbe responsible for acquiring High Net Worth relationships andmanaging & retaining such relationships by delivering the beststandards of services. (S)he would be expected to establish strongties with them by designing & implementing their financialplans; and then by ensuring that they receive and execute on theright advice.Key responsibilities: To acquire, build and maintainstrong relationships with high-net-worth individuals to understandtheir financial goals and objectives. To demonstrate expertise inwealth management products, including but not limited toDebentures, Alternative Investment Funds (AIFs) and PortfolioManagement Services (PMS), MFs, Insurance, Gsecs, corporate bonds,Commercial Papers, NCD s PTCs, etc. To educate clients on thefeatures, benefits, and risks associated with various wealthmanagement products.To identify new business opportunities andgenerate leads through networking and referrals. To drive businessgrowth by effectively cross-selling wealth management products andservices to existing clients. To achieve revenue targets andcontribute to the overall growth of the private wealth managementbusiness. To conduct thorough due diligence on investment productsand providers to mitigate risks. To maintain accurate records ofclient interactions and transactions in accordance with compliancestandards. To conduct and assist in organizing seminars, workshopsand other business development activities. Requirements Graduate orMaster s Degree in finance, business administration, or a relatedfield preferred with prior experience working in a PrivateBank/Wealth Management set up. Should have a proven track record ofbuilding and managing relationships with high-net-worth individuals minimum of 3 years. Should have a strong understanding of wealthmanagement products, Debentures, AIFs and PMS. Strong communicationsales and a track record of achieving targets and achievingincentives. Should have excellent communication, presentation, andnegotiation skills. Should have the ability to work independentlyand as part of a team in a fast-paced environment. Having relevantregulatory certifications (e.g., AMFI, NISM) will be an advantageBenefits We are committed to creating a diverse environment and areproud to be an equal opportunity employer. All qualified applicantsreceive consideration for employment without regard to race,colour, religion, gender, gender identity or expression, sexualorientation, national origin, genetics, disability, orage.
