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2 - 6 years
4 - 7 Lacs
Noida
Work from Office
Sales Goals Attainment and Performance Management. Training and Development. Building relationships with clients. Have to create the network with channel partners. the process of Fractional ownership & investment related documents. Required Candidate profile Mini.2 yrs. of experience in Fractional Sales or sales in shares (Equity/Debenture). Excellent in communication. Good convincing & negotiable skills. Expert in digital sales. Comfortable for commute.
Posted 4 months ago
0.0 - 3.0 years
3 - 6 Lacs
mumbai
Work from Office
Listing support to NCD & issuance ISIN creation support DLT support SEBI LODR Ongoing compliance support to listed NCDs under SEBI Filing of PAS-6
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
ahmedabad
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. 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
vadodara
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. We are the worlds 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\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 Associate Vice President-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: To acquire, build and maintain strong relationships with IFA, MFD & RIA\u2019s 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. 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 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
coimbatore
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. 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
ahmedabad
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. 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 Branch Manager 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
jaipur
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. 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. ","
Posted Date not available
4.0 - 9.0 years
6 - 11 Lacs
mumbai
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 India\u2019s fastest 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 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 fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Job Purpose: We are seeking a seasoned Fixed Income Dealer to participate in the secondary actively and primary market for debt instruments. The ideal candidate will have deep understanding of the OTC market and strong connections with debt market participants including debt brokers, financial institutions, mutual funds, and issuers to facilitate efficient sourcing and trading at favorable prices. Key Responsibilities: Dealing in all fixed income instruments - G-Sec/SDLs, Corporate Bonds, CP/CDs, T-Bills, PTCs Cultivate and maintain robust relationships with key players in primary and secondary debt trading, including debt brokers, financial institutions, mutual funds, and issuers. Source and execute transactions in the corporate bond segment ranging from AAA to A rated segment with optimal pricing and liquidity Leverage an extensive market network to identify supply sources, negotiate deals, and execute trades seamlessly. Initiating and monitoring the transactions end-to-end from origination till closure Serve as a trusted dealer, offering deep market insights and efficiently connecting buyers and sellers across various trading channels. Continuously monitor market movements, participant activities, and regulatory changes impacting debt market. Perform trade management and reconciliation by liaising with internal and external stakeholders to ensure smooth execution and settlement of trades. Requirements Experience: 10+ years of experience in the debt/secondary market, primarily in a dealing role. Background: Preferably from a debt broking desk or a wealth management firm actively engaged in market trading, with a focus on the Corporate Bond segment. Demonstrated ability to source and trade with large brokers and institutions Well-established connections with market intermediaries and counterparties in debt market. Possess a deep understanding of OTC and listed debt markets, with the confidence to engage effectively with internal stakeholders as well as market participants Preferred Background: Hands-on experience working with a broking desk or wealth management firm handling debt/credit instruments. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
kanpur
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. We are the world's 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
mumbai
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. We are the world's 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 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. We are the world's 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/ AVP-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 Familiarity with Gujarati, Hindi and other local languages will be a plus. 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
kanpur
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. We are the world's 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 Senior 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
pune
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. We are the world's 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 Associate Vice President-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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
ahmedabad
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. We are the world's 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 Senior 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
jaipur
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. We are the world's 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 Senior 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
hyderabad
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. We are the world's 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 \u200b 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
gurugram
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. We are the world's 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 Senior 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
gurugram
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. We are the world's 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/ AVP-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 \u200b 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
jaipur
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. We are the world's 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 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
kanpur
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. We are the world's 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 / AVP-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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
coimbatore
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. We are the world's 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 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
hyderabad
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. We are the world's 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 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
hyderabad
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. We are the world's 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 Senior 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 Lacs
jaipur
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. We are the world's 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 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 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. ","
Posted Date not available
3.0 - 8.0 years
5 - 10 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. We are the world's 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 Senior 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 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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