B2B2C Sales- National Wealth Distributors

About YUBI

Yubi, formerly known as CredAvenue, is redefining 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.

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, revolutionizing the segment.

At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 700+ 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 Role:

The role is to cover wealth distributors. Specifically, the role will entail active prospecting of risk appetite from wealth distributors (National Distributors), and place fixed income products both primary & secondary issuances along with other wealth products such as CCD/Unlisted Equity/REITs/INVITs.

Key Responsibilities:

• Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for placement of multi products with ND’s
• Develop and execute a comprehensive sales strategy that targets both business partners, CIO’s, Head of Products within the wealth management ecosystem.
• Identify, approach, and secure strategic partnerships with banks, NBFCs, asset managers, advisory firms, and fintech companies.
• Coordinate with internal wealth management teams to tailor product offerings and solutions that meet the diverse needs of B2B segments.
• Manage the entire sales cycle—from prospecting and lead generation to deal negotiation and closing—while ensuring compliance with internal policies and regulatory requirements.
• Build, maintain, and nurture lasting relationships with partners, ensuring strong collaboration and a mutual drive towards growth.
• Collaborate with marketing and product development teams to design go-to-market campaigns, sales collateral, and product demonstrations that resonate with target audiences.
• Monitor market trends, competition, and customer feedback to refine strategies and enhance the overall value proposition.
• Track, analyze, and report on sales performance metrics, adjusting tactics as needed to meet or exceed revenue targets.
• Organize and participate in industry events, conferences, and networking opportunities to represent the wealth business and expand industry presence.

Desired Skills and Experience

• Bachelor’s degree in Business, Finance, CA/CFA, or a related field (Master’s degree preferred).
• Proven experience in a ND sales role within the wealth management, financial services, or fintech sectors.
• Strong understanding of wealth management products including but not limited to Fixed Income, mutual funds, PMS, AIFs, insurance, and other investment solutions.
• Excellent communication, negotiation, and relationship management skills.
• Ability to work collaboratively across teams and foster strong interdepartmental relationships.
• Results-oriented mindset with a track record of achieving sales targets in a competitive market.
• Have a strong understanding of the wealth segment and product offerings (7- 10) years of work experience with a wealth house would be preferred.