Associate Vice President

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

From being a disruptor in India’s 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.

• 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.

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

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  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.

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  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.

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  To drive business growth by effectively cross-selling wealth management products and services to existing clients.

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  To achieve revenue targets and contribute to the overall growth of the wealth management business.

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  To conduct thorough due diligence on investment products and providers to mitigate risks.

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  To maintain accurate records of client interactions and transactions in accordance with compliance standards.

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

Requirements

• Graduate or Master’s 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 Channel Partners (IFA/ MFD/RIA) 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