Trade operations

2 weeks ago


Chennai, India Yubi Group Full time

Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.

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.  In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place.


All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. 


●      Yubi Loans – Term loans and working capital solutions for enterprises.

●      Yubi Invest – Bond issuance and investments for institutional and retail participants.

●      Yubi Pool– End-to-end securitisations and portfolio buyouts.

●      Yubi Flow – A supply chain platform that offers trade financing solutions.

●      Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 


Currently, we have onboarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR 40,000 crore.  Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionising the segment.   

At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact.

Come, join the club to be a part of our epic growth story.  


Inviting applications for the role of Trade operations - Stock Broker



Roles and Responsibilities

  • Manage End to End trade execution Via BSE & NSE Exchange

  • Reconciliation of the trade settlements

  • Inventory Management

  • Execute buy and sell orders for debt securities and other financial instruments on behalf of clients/Distributors .

  • Build and maintain relationships with clients, addressing their inquiries and concerns and providing exceptional customer service.

  • Monitor market trends, economic indicators, and news events to identify investment opportunities and risks.

  • Collaborate with research analysts and other team members to develop investment strategies and portfolio recommendations.

  • Stay updated on industry developments, regulatory changes, and best practices in the brokerage industry.

  • Identify and address operational challenges, process gaps, and glitches in Daily BAU’s.

  • Continuously enhance operational procedures within the system to align with the organization's scale and scope.

  • Align with internal compliance and risk & regulatory policies to achieve business process excellence.

 

 

Qualifications :

  •  Bachelor's degree in finance, economics, business administration, or related field.

  • 3 to 7 years of experience as a licensed stock broker or investment advisor.

  • Strong understanding of financial markets, investment products, and trading platforms.

  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.

  • Proven track record of achieving sales targets and delivering exceptional client service.

  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.

  • Chartered wealth Manager ,  Fixed income Certifications or NISM certifications if any

  • Strong Numerical skills required to structure pricing for Fixed Income products.

  • Excellent interpersonal skills and enjoys working in a highly iterative, agile, and open team environment.

 




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