Associate Vice President

3 - 8 years

5 - 10 Lacs

Posted:None| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job_Description":"
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 worlds possibility platform for the discovery, investment, fulfillment, 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\u2019s 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.

\u25CF Yubi Loans \u2013 Term loans and working capital solutions for enterprises.
\u25CF Yubi Invest \u2013 Bond issuance and investments for institutional and retail participants.
\u25CF Yubi Pool \u2013 End-to-end securitisations and portfolio buyouts.
\u25CF Yubi Flow \u2013 A supply chain platform that offers trade financing solutions.
\u25CF Yubi Co.Lend \u2013 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 Lead -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 channel partners, IFA/MFD\u2019s and managing & retaining such relationships by delivering the best standards of services.

Roles & responsibilities:
\u25CF To acquire, build and maintain strong relationships with IFA, MFD & RIA\u2019s
\u25CF 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\u2019s PTCs, etc.
\u25CF 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.
\u25CF To drive business growth by effectively cross-selling wealth management products and services to existing clients.
\u25CF To achieve revenue targets and contribute to the overall growth of the wealth management business.
\u25CF To conduct thorough due diligence on investment products and providers to mitigate risks.
\u25CF To maintain accurate records of client interactions and transactions in accordance with compliance standards.
\u25CF To conduct and assist in organizing seminars, workshops and other business development activities.
Requirements
  • Graduate or Master\u2019s 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
    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.
    ","

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