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5.0 - 10.0 years
12 - 22 Lacs
pune, ahmedabad, delhi / ncr
Work from Office
Job Title: Investment Product Sales Corporate & Institutional (Fixed Income / Treasury Sales) Location: Delhi, India Experience: 4 – 15 Years Employment Type: Full-Time | Individual Contributor Role About the Role: We are looking for a dynamic and well-connected professional to drive sales of investment products to corporates and institutional investors . The ideal candidate will have strong relationships with Corporate Treasuries, PF Trusts, Pension Funds, Family Offices, and other Institutional Investors , and a proven track record in mobilizing investments in approved securities and fixed-income products . This is an individual contributor role , best suited for a self-starter who thrives...
Posted 2 days ago
3.0 - 8.0 years
3 - 7 Lacs
mohali
Work from Office
Manage the distribution and delivery of goods, ensuring timely shipments. Implement sales strategies to grow the client base and market share through cold calling, client visits, and relationship building.
Posted 3 days ago
1.0 - 6.0 years
2 - 5 Lacs
warangal, hyderabad
Work from Office
Role & responsibilities Branch Manager Responsible for overall Branch operations ,Team Handling and profitability of the branch Handling Branch operations Team, Motivate and work along with branch team to achieve branch set targets Month on Month, Ensure Gold Loan growth at Branch month of month Responsible for canvasing and marketing all products like Debentures, Insurance products, Tour products etc. Building relationship with Customers and follow-up, Increase Interest Collections of the branch and control on NPAs Conducting different marketing activities Gold Appraisal, Interest Collection, Cash Management Assistant Branch Manager Assisting Branch Head to handle Branch operations Team, Mo...
Posted 1 week ago
1.0 - 6.0 years
2 - 5 Lacs
vijayawada, visakhapatnam
Work from Office
Role & responsibilities Branch Manager Responsible for overall Branch operations ,Team Handling and profitability of the branch Handling Branch operations Team, Motivate and work along with branch team to achieve branch set targets Month on Month, Ensure Gold Loan growth at Branch month of month Responsible for canvasing and marketing all products like Debentures, Insurance products, Tour products etc. Building relationship with Customers and follow-up, Increase Interest Collections of the branch and control on NPAs Conducting different marketing activities Gold Appraisal, Interest Collection, Cash Management Assistant Branch Manager Assisting Branch Head to handle Branch operations Team, Mo...
Posted 1 week ago
1.0 - 2.0 years
3 - 5 Lacs
mumbai
Work from Office
Job Summary: We are looking for a dynamic and enthusiastic Telecaller to join our team, primarily focused on promoting fixed income products (bonds, debentures, structured products, etc.). The candidate will be responsible for outbound calling, client acquisition, fixing meetings for the sales team, and supporting overall business development efforts. Key Responsibilities: * Make outbound calls to potential investors (HNIs, UHNIs, corporates etc) to introduce fixed income investment opportunities. * Understand client requirements and briefly explain the product. * Generate leads and schedule meetings for the Relationship Management / Sales Team. * Maintain accurate records of conversations a...
Posted 2 weeks ago
5.0 - 8.0 years
0 - 0 Lacs
ambalappuzha, edathua, charumoodu
Work from Office
Roles and Responsibilities Manage day-to-day operations of the branch office, ensuring efficient sales performance and customer satisfaction. Oversee gold loan disbursement process, including appraisal, documentation, and collection activities. Develop and implement strategies to increase sales revenue through cross-selling of insurance products and other financial services. Ensure compliance with regulatory requirements, internal policies, and procedures related to NBFC operations. Foster strong relationships with customers by providing excellent customer service and resolving their queries promptly.
Posted 2 weeks ago
5.0 - 10.0 years
10 - 20 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
Job Title: Manager / AVP Institutional Sales (Treasury & Investments) – Delhi NCR Location: Delhi NCR Experience: 4+ Years Industry: BFSI, Investment Management, Treasury Solutions Employment Type: Full Time About the Role: We are seeking a high-performing Institutional Sales professional to drive treasury-led investment acquisition for the Delhi cluster . The ideal candidate brings a strong network across Banks, NBFCs, Corporates, Financial Institutions, and Family Offices , with a proven ability to mobilize institutional deposits and investments . This is a strategic, client-facing role working directly with CFOs, Treasurers, and Treasury Heads to offer tailored solutions across Fixed Inco...
Posted 2 weeks ago
8.0 - 13.0 years
5 - 15 Lacs
bangalore rural, bengaluru
Work from Office
The responsibility Job Description Position: Manager/Senior Manager Experience -8 - 10 Years Reporting to-Zonal Head/Lead Passive Location-Bangalore, Department-Sales - Passive Business CTC Range: 15 - 20 lacs Job Role The key areas of responsibilities are as follows: Work closely with the Sales & Distribution team to identify and target existing and potential clients within each segment / channel for passive business. Achieve targeted sales numbers through the assigned channel partners. Establish, grow,segmen t/channel and manage investment relationships with clients and acquire new clients through market intelligence and regular engagements. Create and implement effective sales strategies ...
Posted 2 weeks ago
3.0 - 6.0 years
9 - 13 Lacs
mumbai
Work from Office
Job Description: Managing Cash flow for the Company. To gauge borrowing requirement of the Company and evaluate the need to raise additional funds and evaluate terms for raising funds. Raise funds through a mix of short- and long-term fixed income instruments and work towards achieving low cost of borrowing in line with company projections. To mobilize resources from Debt markets for the Company. Responsible for market borrowing through (CPs, Debentures - NCDs, Sub Debts, Perpetual, ICDs etc) by private placements. Conduct in-depth market analysis, draw insights, and analyze funds requirements to enable funding related decision making as part of the treasury Front Office team, brainstorming,...
Posted 2 weeks ago
4.0 - 10.0 years
6 - 12 Lacs
chennai
Work from Office
This particular role is within our Yubi Market vertical, and you would get to work on building our bonds platform, called Aspero, for retail users. Be able to operate in ambiguous situations and define clear objectives by breaking down the narratives independently. Work closely with business, research, data and engineering teams to understand the user goals, market dynamics and ship products. Aligning product strategy, proposition and roadmap with measurable metrics with all stakeholders. Drive PRDs, product planning, and product design of new features and enhancements. Clearly communicate product and platform benefits to our users and internal stakeholders. Requirements 5-10 years of Produc...
Posted 2 weeks ago
5.0 - 7.0 years
5 - 9 Lacs
mumbai
Work from Office
Prepare Notice, Agenda, all other related documents for Board/Committee. Follow up, obtain and collate information pertaining to quarterly CG Reports /Banking operations/ fatal accidents etc from all the units. Collate necessary data and prepare relevant notes/ annexures for items to be placed before Board/ Committee Meetings from various departments/ units. Draft Minutes of the Meetings within prescribed timelines. Complete necessary filings with Stock Exchanges/ RoC post Board/ Committee Meetings. Provide resolutions to the concerned departments promptly post meetings. Prepare Circular resolutions for Board/Committee Meetings and circulating the same to the directors for their confirmation...
Posted 2 weeks ago
5.0 - 10.0 years
15 - 30 Lacs
bengaluru, delhi / ncr, mumbai (all areas)
Work from Office
Wealth Relationship Manager Corporate & Institutional Investments Location: Delhi NCR Company: Leading NBFC / Wealth Management Platform Experience Required: 5 to 10 Years Industry: BFSI / Wealth Management / Investment Advisory / NBFC Functional Area: Corporate Sales / Institutional Sales / Wealth Management Job Description: We are seeking a dynamic and experienced Wealth Relationship Manager to manage and grow investment relationships with Corporates, Institutions, and Family Offices . The ideal candidate will have a strong background in financial markets and a proven track record in managing high-value investment portfolios across a wide range of products such as Fixed Deposits, Bonds, CP...
Posted 2 weeks ago
0.0 - 2.0 years
2 - 2 Lacs
kottayam, palakkad, idukki
Work from Office
Role & responsibilities Canvassing and sourcing of New Customers to increase Gold loan Business, Revenue generations through Cross Selling products like Debentures, Insurance products, Tour products etc. Participate in different marketing activities Gold Appraisal Interest Collection Cash Management and accounting. Customer Relationship and Follow-up, Maintenance of important registers and daily reports
Posted 3 weeks ago
5.0 - 7.0 years
7 - 9 Lacs
mumbai
Work from Office
Key Responsibilities Key Result Areas Supporting Actions Board / Committees / Shareholders / Trust Meetings 1. Prepare Notice, Agenda, all other related documents for Board/Committee. 2. Follow up, obtain and collate information pertaining to quarterly CG Reports /Banking operations/ fatal accidents etc from all the units. 3. Collate necessary data and prepare relevant notes/ annexures for items to be placed before Board/ Committee Meetings from various departments/ units. 4. Draft Minutes of the Meetings within prescribed timelines. 5. Complete necessary filings with Stock Exchanges/ RoC post Board/ Committee Meetings. 6. Provide resolutions to the concerned departments promptly post meetin...
Posted 3 weeks ago
3.0 - 4.0 years
4 - 6 Lacs
ahmedabad
Work from Office
Responsibilities: * Execute stock/commodity trades & monitor markets. * Manage company financial & corporate profile. * Ensure SEBI & Govt. compliance. * Strong analytics & presentation skills. * Analyze market data, charts, and investment risks.
Posted 4 weeks ago
3.0 - 6.0 years
8 - 12 Lacs
mumbai
Work from Office
Job Description: Managing Cash flow for the Company. To gauge borrowing requirement of the Company and evaluate the need to raise additional funds and evaluate terms for raising funds. Raise funds through a mix of short- and long-term fixed income instruments and work towards achieving low cost of borrowing in line with company projections. To mobilize resources from Debt markets for the Company. Responsible for market borrowing through (CPs, Debentures - NCDs, Sub Debts, Perpetual, ICDs etc) by private placements. Conduct in-depth market analysis, draw insights, and analyze funds requirements to enable funding related decision making as part of the treasury Front Office team, brainstorming,...
Posted 1 month ago
4.0 - 9.0 years
6 - 11 Lacs
chennai
Work from Office
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. In March 2022, we became Indiafastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise ena...
Posted 1 month ago
0.0 - 3.0 years
0 Lacs
maharashtra
On-site
Role Overview: You will be responsible for staying in touch with investors over the phone to update them about the latest ongoing schemes (including MF, FD, Govt. Bonds, Debentures, etc.) and assisting them in making informed investment decisions based on various factors. Your key focus will be on business development and acquiring new investors to meet performance targets. Key Responsibilities: - Stay in touch with investors over the phone to provide updates on various investment schemes - Assist investors in making informed decisions based on their financial goals and risk appetite - Focus on business development and acquisition of new investors to meet performance targets Qualifications R...
Posted 1 month ago
8.0 - 10.0 years
0 Lacs
vadodara, gujarat, india
On-site
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like ...
Posted 1 month ago
0.0 - 2.0 years
2 - 4 Lacs
mumbai
Work from Office
Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.
Posted 1 month ago
3.0 - 5.0 years
3 - 3 Lacs
chennai
Work from Office
Handling branch operations, motivate the team and ensure team work to achieve branch targets every month. Ensure month on month gold loan growth for the branch. Canvassing and marketing all products including debentures, insurance, tour and travel. Custodian of key, cash management and accounting, gold appraisals, interest collection. Customer relationship building, improve interest collections, control NPAs, participate in the marketing activities
Posted 1 month ago
0.0 - 3.0 years
2 - 2 Lacs
chennai
Work from Office
Roles and Responsibilities Manage branch operations, ensuring efficient sales performance and customer satisfaction. Collaborate with team members to achieve sales targets and improve overall branch performance. Provide exceptional customer service by resolving queries and concerns in a timely manner. Oversee gold loan operations, including processing applications, managing inventory, and maintaining compliance with regulatory requirements. Develop and execute marketing strategies to increase brand awareness and drive business growth.
Posted 1 month ago
20.0 - 30.0 years
15 - 30 Lacs
gandhinagar, ahmedabad
Work from Office
Role & responsibilities 1. Financial Strategy & Planning Develop long-term financial strategies aligned with business goals. Lead budgeting and forecasting processes. Advise the CEO and board on financial implications of strategic decisions. 2. Financial Reporting & Compliance Ensure timely and accurate financial statements. Maintain compliance with statutory regulations (e.g., Companies Act, SEBI, Income Tax). Coordinate with auditors and regulatory bodies. 3. Cash Flow & Working Capital Management Monitor cash flow and liquidity. Optimize working capital and manage treasury operations. Ensure efficient capital allocation. 4. Risk Management Identify financial risks and implement mitigation...
Posted 1 month ago
0.0 - 3.0 years
1 - 2 Lacs
wayanad
Work from Office
Canvassing and sourcing of New Customers to increase Gold loan Business, Revenue generations through Cross Selling products like Debentures, Insurance products, Tour products etc. Participate in different marketing activities Gold Appraisal Interest Collection Cash Management and accounting. Customer Relationship and Follow-up, Maintenance of important registers and daily reports Freshers and experienced candidates can apply.
Posted 1 month ago
6.0 - 10.0 years
8 - 12 Lacs
mumbai
Work from Office
Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. ...
Posted 1 month ago
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