Relationship Manager Wealth

About Us

Yubi stands for ubiquitous

But Yubi will also stand for transparency, collaboration, and the power of possibility

From being a disruptor in Indias debt market to marching towards global corporate markets from one product to one holistic product suite with seven products

Yubi is the place to unleash potential

Freedom, not fear

Avenues, not roadblocks

Opportunity, not obstacles

About Yubi

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 Indias 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 boarded 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

About the Job:

The Relationship Manager-Wealth 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 Worth relationships and managing & retaining such relationships by delivering the best standards of services

(S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice

Key responsibilities:

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives

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, NCDs 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 private 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

Requirements

Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up

Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years

Should have a strong understanding of wealth management products, Debentures, AIFs and PMS

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

Benefits

We are committed to creating a diverse environment and are proud to be an equal opportunity employer

All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age