10 Debt Products Jobs

You will be responsible for interacting with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand their investment interests in fixed income products. Your role will involve overseeing the marketing process, creating investor materials, hosting webinars, and organizing investor events. Additionally, you will develop and manage relationships with current and potential investors and collaborate with Product teams to create tailored products for specific situations. Your responsibilities will also include assessing client credit profiles, closing transactions, and working with corporates and family offices for their fundraising and investment needs. As the Corporate Treasurer, you will be in charge of onboarding new corporates and family offices. You will prepare and review client reporting materials such as monthly investment statements and semi-annual investment reports. It will be your duty to coordinate with relevant stakeholders to ensure client portfolio data is accurately captured and uploaded into reporting systems. Moreover, you will be required to maintain a thorough understanding of the firm's product offerings, investment philosophy, and portfolio constructs, and respond to client and prospect queries. To qualify for this role, you must possess an in-depth understanding of family office requirements and debt product offerings, preferably with 3-8 years of experience in a wealth management firm. Excellent communication skills are essential for effectively pitching debt products to HNWIs and family offices. A global mindset is crucial as you will work with teams across different geographies. Understanding portfolio management basics, including portfolio optimization concepts, is required. Proficiency in Excel, PowerPoint, and Word is important. A degree such as an MBA, Master's in Finance, CA, or a bachelor's degree with relevant experience will be advantageous for this position.,

Job Description 11101 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients . Profiling Customers and provide financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs . To Enhance & Retain customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Are you ready to kick-start your career with an exciting and purposeful impact Yubi, formerly known as CredAvenue, is redefining the global debt market, and we want you to be a part of our epic growth story. Here's a glimpse of what we're all about: At Yubi, we're all about freeing the flow of finance between borrowers, lenders, and investors. We're not just a fintech company; we're the world's possibility platform for discovering, investing, fulfilling, and collecting debt solutions. With a recent Series B fundraising round of $137 million, we've become India's fastest fintech unicorn. We're transforming the global institutional debt market through technology and making a real impact. Our two-sided debt marketplace connects institutional and HNI investors with corporate borrowers, making finance more accessible and efficient. Our Unique Platforms: - Yubi Loans: Term loans and working capital solutions for enterprises. - Yubi Invest: Bond issuance and investments for institutional and retail participants. - Yubi Pool: End-to-end securitizations and portfolio buyouts. - Yubi Flow: A supply chain platform offering trade financing solutions. - Yubi Co.Lend: Co-lending partnerships for banks and NBFCs. We've already onboarded over 12,000 enterprises and 5,000 investors, facilitating debt volumes of over INR 150,000 crore. Plus, 70% of India's top public and private sector banks and over 100 of India's largest NBFCs are partnering with us. We have Digitized Debt Collection With 100 Million+ accounts processed till Date. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed, and Lightrock, we're revolutionising the debt market. Life at Yubi: Our people are at the core of our business, and we consider them our most valuable assets. We're a dynamic team of over 1,100 like-minded individuals, all motivated and driven to create meaningful change. We work hard, but we also know how to have fun. Join us, and you'll be part of a team that's changing the way people perceive debt. About the team and role: The role is for Yubi's bond platform, YubiInvest, to cover wealth investors. Specifically, the role will entail active prospecting of risk appetite from UHNIs/family offices/corporate treasuries and to raise debt via NCDs/CPs/PTCs for large and mid-corporate clients across sectors. Key Responsibilities: - Engage with HNIs, family offices and corporate treasuries on their investment appetite. - Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc. - Manage existing and potential investor relationships to increase activity on the platform. - Partner cross-functionally with our Product, Legal and Risk teams to design products specific to situations, understand the credit profile of clients to pitch bespoke deals to investors - close deals and optimize tactics as it relates to capital markets. - Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs. Requirements: - Have a strong understanding of family office requirements and debt product offerings (2-8 years of work experience with a wealth house would be preferred). - Strong communication skills and the ability to pitch myriad debt products to HNIs/family offices would be essential. - Ability to leverage social media platforms and other digital marketing channels to pitch product offerings. Benefits: (Please note that the Benefits section is missing from the provided text, kindly provide it if needed),

Job Description 11100 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients . Profiling Customers and provide financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs . To Enhance & Retain customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Job Description 11101 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients . Profiling Customers and provide financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs . To Enhance & Retain customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Job Description 11101 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients . Profiling Customers and provide financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs . To Enhance & Retain customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Job Description 11100 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients . Profiling Customers and provide financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs . To Enhance & Retain customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Job Description 11100 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. . Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. . Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients . Profiling Customers and provide financial products to meet customer needs . Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs . To Enhance & Retain customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

You will be required to develop a solid understanding of various debt products such as NCDs, PTCs, Direct assignment, etc. Your role will involve participating in the complete life cycle of debt syndication assignments for financial institution clients like NBFCs, Microfinance companies, and HFCs. It is essential to acquire knowledge on different aspects of debt fund raising, including regulations, tax implications, excel modeling, and documentation. Creating top-notch content like teasers, presentations, and pitchbooks will be a critical part of your responsibilities. You will also play a role in providing inputs for transaction structuring. Building and managing long-term investment partnerships with stakeholders such as investors, clients, rating agencies, trustees, and legal counsel will be a key aspect of your job. Moreover, you will assist clients in strategically managing their asset and liability sides of the balance sheets by offering appropriate debt and structured finance products. Identifying high-quality companies to onboard as clients and developing a robust investor franchise for company transactions will also be part of your duties. Additionally, representing the company at conferences and seminars will be expected from you.,

You will be responsible for developing a strong understanding of various debt products such as NCDs, PTCs, and Direct assignment. Your role will involve participating in the end-to-end life cycle of debt syndication assignments for FI clients including NBFCs, Microfinance companies, and HFCs. Additionally, you will need to acquire a deep knowledge of different aspects of debt fund raising, such as regulations, tax implications, excel modelling, and documentation. Your tasks will also include creating high-quality content like teasers, presentations, and pitchbooks, as well as providing inputs for transaction structuring. You will play a key role in building and managing long-term investment partnerships with stakeholders like investors, clients, rating agencies, trustees, and legal counsel. Furthermore, you will assist clients in strategically managing their asset and liability sides of the balance sheets by offering appropriate debt and structured finance products. In this role, you will be responsible for identifying high-quality companies to onboard as clients and developing a strong investor franchise for company transactions. You will also represent the company at conferences and seminars, showcasing its expertise and capabilities in the field of debt syndication.,