Upload Button Icon Add office photos
Premium Employer

i

This company page is being actively managed by Yubi Team. If you also belong to the team, you can get access from here

Yubi Verified Tick

Compare button icon Compare button icon Compare
3.5

based on 208 Reviews

filter salaries All Filters

28 Yubi Jobs

Relationship Manager Wealth

0-2 years

Bangalore / Bengaluru

1 vacancy

Relationship Manager Wealth

Yubi

posted 1mon ago

Job Role Insights

Flexible timing

Job Description

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.


Employment Type: Full Time, Permanent

Read full job description

Prepare for Relationship Manager Wealth Management roles with real interview advice

People are getting interviews at Yubi through

(based on 24 Yubi interviews)
Job Portal
Referral
Campus Placement
Company Website
37%
17%
17%
8%
21% candidates got the interview through other sources.
High Confidence
?
High Confidence means the data is based on a large number of responses received from the candidates.

What people at Yubi are saying

What Yubi employees are saying about work life

based on 209 employees
72%
64%
56%
100%
Flexible timing
Monday to Friday
No travel
Day Shift
View more insights

Yubi Benefits

Submitted by Company
Group Medical Insurance
Life Insurance
Mental Health Care
Equity
Flexible Hours
Childcare
Submitted by Employees
Cafeteria
Free Food
Health Insurance
Child care
Work From Home
Team Outings +6 more
View more benefits

Compare Yubi with

Bajaj Finance

4.0
Compare

HDFC Bank

3.9
Compare

ICICI Bank

4.0
Compare

Kotak Mahindra Bank

3.8
Compare

Axis Bank

3.8
Compare

SBI Cards & Payment Services

3.7
Compare

Sammaan Capital Limited

3.8
Compare

LIC Housing Finance

4.1
Compare

Shriram Finance

4.1
Compare

State Street Syntel

3.7
Compare

Better.com

3.0
Compare

Indusind Marketing & Financial Services

4.0
Compare

Pamac Finserve

3.4
Compare

Home First Finance Company India

3.8
Compare

5paisa Capital Ltd.

3.9
Compare

SHARE Microfin

4.3
Compare

Hero Housing Finance

3.9
Compare

TMF Group

3.9
Compare

Wishfin

4.0
Compare

Formidium Corp

3.3
Compare

Similar Jobs for you

Relationship Manager Wealth Management at spocto - A Yubi Company

Hyderabad / Secunderabad

0-2 Yrs

₹ 3-7 LPA

Relationship Manager Wealth Management at spocto - A Yubi Company

Hyderabad / Secunderabad

0-2 Yrs

₹ 3-7 LPA

Relationship Manager Wealth Management at spocto - A Yubi Company

Indore

0-2 Yrs

₹ 3-7 LPA

Relationship Manager Wealth Management at Tata Capital Ltd

Mumbai

2-7 Yrs

₹ 7-11 LPA

Relationship Manager Wealth Management at spocto - A Yubi Company

Bangalore / Bengaluru

0-2 Yrs

₹ 3-7 LPA

Relationship Manager Wealth Management at Tata Capital Ltd

Ahmedabad

2-6 Yrs

₹ 4-8 LPA

Relationship Manager Wealth Management at Tata Capital Ltd

Indore

1-6 Yrs

₹ 5-8 LPA

Relationship Manager Wealth Management at spocto - A Yubi Company

Jalandhar, Ludhiana + 2

0-2 Yrs

₹ 3-7 LPA

Relationship Manager Wealth Management at spocto - A Yubi Company

Mumbai

0-2 Yrs

₹ 3-7 LPA

Wealth Manager at Right Horizons

Kolkata, Pune

2-5 Yrs

₹ 7-10 LPA

Relationship Manager Wealth

0-2 Yrs

Bangalore / Bengaluru

1mon ago·via naukri.com

lead software engineer

6-11 Yrs

₹ 25 - 40L/yr

Chennai, Bangalore / Bengaluru

14d ago·via naukri.com

Relationship Manager Wealth

0-2 Yrs

Jalandhar, Ludhiana, Patiala +1 more

1mon ago·via naukri.com

Engineer Backend

0-1 Yrs

Chennai

1mon ago·via naukri.com

Senior Associate Sales & Partnership

0-2 Yrs

Mumbai

1mon ago·via naukri.com

AVP Data Sales

2-4 Yrs

Mumbai

1mon ago·via naukri.com

Lead HR Operations

1-3 Yrs

Chennai

1mon ago·via naukri.com

Outbound Product Manager

1-3 Yrs

Bangalore / Bengaluru

1mon ago·via naukri.com

Lead Engineer

1-2 Yrs

Chennai

1mon ago·via naukri.com

L2 Network Engineer

2-3 Yrs

Mumbai

1mon ago·via naukri.com
write
Share an Interview