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0 years
0 Lacs
Mumbai Metropolitan Region
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. Job Description About YUBI Yubi, formerly known as CredAvenue, is redefining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India's fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest, and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans - Term loans and working capital solutions for enterprises. Yubi Invest - Bond issuance and investments for institutional and retail participants. Yubi Pool- End-to-end securitisations and portfolio buyouts. Yubi Flow - A supply chain platform that offers trade financing solutions. Yubi Co.Lend - For banks and NBFCs for co-lending partnerships. Currently, we have onboarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR 100,000 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, revolutionizing the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 700+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. Job Description: 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 HNIs/family offices/wealth distributors, and raising debt via /CPs/PTCs/NCDs for large and mid-corporate clients across sectors. Key Responsibilities: Manage the investor relationships with the large distribution wealth houses PAN India. 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 they relate to capital markets. Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs. Requirements Requirements Desired Skills And Experience Good understanding of the fixed income segment - Gsecs, corporate bonds, Commercial Papers, PTCs, etc. Have a strong understanding of the wealth segment and product offerings (2 - 10) years of work experience with a wealth house would be preferred. Strong communication skills and the ability to pitch complex products to product teams of wealth houses would be essential. Ability to leverage social media platforms and other digital marketing channels to pitch product offering 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. About YUBI ( Www.go-Yubi.com ) 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool– End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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, revolutionizing 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. Responsibility: Managing co-lending partnerships in his/her portfolio with respect to understanding client product , lending policy , partnership workflow to increase GTV on co-lending platform. On-boarding New Lenders & Originators on the Co-Lending Platform. Liaise and structure partnerships by understanding lender los/lms systems , originator loan journey , product policy & workflows end to end. Project Management to handle mutiple projects across different lenders by liaising with internal & client teams Partner cross-functionally with our Implementation , Product & Delivery teams to design products/workflows specific to lender & originator journey to close partnerships. Requirements Possess 3 - 8 years of relevant experience in project management , co-lending & partnerships , key account management. We are looking for candidates with expertise in managing relationships with the investors on the platform. Understanding of products like PL , Unsecured & Secured BL , Home Loans , Vehicle Loans Ability to work in a fast-paced dynamic environment. Ability to juggle multiple priorities while working across teams. 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Gurugram, Haryana, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Pune, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Pune, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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: 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Gurgaon, Haryana, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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. Key responsibilities: Generating incremental revenue for the business, by way of bringing new customers and sweating existing accounts for more business. Revenue here shall arise on account of concluding NCD issuances with corporates . Ability to understand business models, underlying capital requirements and be able to propose financing solutions that address needs of customers. Take complete ownership of the customer’s journey through the sales cycle – Originating demand, underwriting with support of the credit team and concluding documentation. Ability to negotiate the right contracts and price that maximises outcomes for the organization. Represent Yubi as a market leader in Corporate credit across forums and to customers/other stakeholders. Requirements Someone who enjoys client facing responsibilities and the challenges/growth opportunities that it offers. Possess 4-5 years experience in Structured finance, Due-diligence, Sales with credit funds/BFSI ecosystem/Investment banking/advisory businesses. Have a penchant for numbers and the ability to spot patterns. Strong fundamentals on credit/underwriting to form quick views on financing structures Have excellent communication skills Possess a good eye for detail and have demonstrated the ability to work under tight timelines Be willing to travel to manage customers across locations Preferred Qualification: Chartered Accountant/Post graduate in business 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, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Gurugram, Haryana, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Gurugram, Haryana, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. About SPOCTO Spocto ( https://spocto.com ), a Yubi Company ( https://www.go-yubi.com/ ), is a big data analytics company on a mission to revolutionize the digital debt collections industry. As a fintech company that uses Artificial Intelligence (AI) & Machine Learning (ML) to enhance customer reach, engagement, and interaction; Spocto is a pioneer in disrupting the debt collections industry with intelligence. With a purposeful approach towards digitizing rural India through banks & NBFCs, our solutions are already test marketing various products to revolutionize eCollections. Our spirit of innovation & passion to help organizations create greater business impact is reflected through our domain expertise, success rate, client confidence and newer age solution driven approach towards the business. With proprietary algorithms we strive to bring dignity into the debt collections process, ensuring better customer experience and resulting in improved customer relation and retention. As we continue to grow and disrupt the market through our innovative solutions, we are now part of Yubi - India’s first and largest institutional debt platform that provides full-stack debt infrastructure across discovery, execution and fulfillment. In March 2022, Yubi became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionizing the segment. Inviting applications for the role of VP-Key Account Management(SAAS Product Sales) Key Responsibilities Develop and grow trusted relationships with key clients Build thorough understanding of key customer needs and requirements Take ownership of driving repeat transactions and minimizing churn Serve as the link of communication between key customers and internal teams Resolve any issues and problems faced by customers and deal with complaints to maintain trust Prepare regular reports of progress and forecasts using key account metrics Defend and Grow Client Revenue, Cross sell & up sell to existing client portfolio to increase penetration Liaison with key decision makers – Business Managers, Risk Managers, Product Managers etc. in banks and financial institutions to identify new opportunities and grow existing business Gather and decipher the client’s requirements and suggest how various spocto solutions can be implemented to enhance and improve the existing processes and focus not just on product sales but also pitch new solution ideas. Understand and manage engagements to meet client expectations and build, deepen and broaden client relationships Demonstrate excellence in engagement delivery, strategic problem solving, and strong client relations at senior executive levels Work closely with internal teams for resolving client queries to ensure high quality delivery of service and timely resolution of all member issues Monthly business review and governance Documenting end to end sales activities and communication on sales platform and workflows used by the company Client Governance Matrix on scheduled monthly, quarterly reviews to be defined and conducted. Ensure timely receipt of payments against Invoices Detailed competition mapping Requirements 15 years+ experience in Business Development and sales focused on B2B KAM or Enterprise KAM. Experience in Platform Sales across Rating Agency, B2B e-commerce platforms, SAAS platforms, Fintech, payment gateways will be preferred. Should possess excellent presentation skills and experience in Key Account Management Experience in platform sales across Rating Agency, Private Bank and other Financial services. Detail-oriented with the ability to manage multiple relationships parallelly MBA / PGDM degree from a premier institution or Chartered Accountant would be preferred Exceptional written and verbal communication, managing technical proposals Ability to work under pressure & track record of delivering targets 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, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 1000+ 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! Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool– End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have onboarded 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. Job Location : Mumbai Job Title : Business development Manager / Director Roles and Responsibilities:- Responsible for hunting new leads, building pipeline, convert clients and book revenue from given segment. Responsible for carrying out the prospect mapping, pipeline mapping, proposals in line with customer requirement, cost analysis, negotiations and closure of the deal. Network and develop market intelligence for generating leads, and building new business relationships using existing industry contacts and giving sales presentation to prospects. Developing a strong sales pipeline, which is managed and regularly evaluated and working on deal management and closure as per pipeline effectively. Measuring success against competition and where forecast deals are unsuccessful, to understand and gain market information with respect to reasons for deal loss. Owning the Revenue Responsibility and conducting regular research on prospects for an in-depth analysis of their requirement and budgets. Responsible for account management overview and assessing, clarifying and validating the customer’s needs on an ongoing basis, maintaining high customer satisfaction rating’s that are up to the business standards. Regular follow up with the customer’s regarding orders and timely collections of the business’s products in order to obtain feedback on their level of satisfaction and note areas of sales performance incentive. Well versed in preparing presentations and reports including commercial proposals, e-mailers and other marketing material as required for both, customers as well as internal stakeholders and management. In Depth knowledge of Credit Evaluation process in terms of lending, and should be well versed in understanding the financials including ratio analysis of any company, and also should have good knowledge domain in terms of various other parameters such as GST, External Ratings, Litigations etc. Skills Required:- Strong entrepreneurial ability with excellent relationship building, Liaising & interpersonal skills. Good Communication and writing skills – both verbal and written, with the ability to influence business stakeholders on product and strategy decision. Strong problem solving and analytical skills paired with the ability to develop creative and effective solutions. Also should possess a flexible & detailed oriented attitude. Ability to multitask across multiple clients and projects simultaneously in a diverse distributed delivery setup. Good domain knowledge of BFSI space, Forensics industry and also in depth knowledge of credit evaluation process and understanding financials, ratio analysis of any company. Competency in Microsoft applications including Word, Power point and Excel. Team Player and High Sense of Ownership. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Surat, Gujarat, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Vadodara, Gujarat, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Surat, Gujarat, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Thane, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. Job Title: Customer Grievance Officer Reports to – Manager CAPL Location: Airoli – Navi Mumbai Job Overview: The Grievance Officer is responsible for ensuring effective resolution of customer complaints and grievances, enhancing customer satisfaction, and maintaining the bank's reputation for excellent customer service. This role involves managing and addressing customer concerns in a timely, fair, and transparent manner. Key Responsibilities: Grievance Handling: Receive and log customer complaints and grievances through various channels, such as phone, email, or in-person visits. Investigate and analyze the root causes of complaints to provide accurate solutions. Ensure all complaints are handled within the stipulated timeframes and in adherence to the bank's policies and regulations. Customer Communication: Maintain clear and open lines of communication with customers throughout the complaint resolution process. Provide customers with timely updates on the status of their complaints and expected resolution timelines. Resolution and Mediation: Mediate between customers and relevant bank departments to ensure fair and satisfactory resolutions. Collaborate with internal teams to identify solutions that address customer concerns while adhering to the bank's policies. Documentation and Reporting: Maintain comprehensive records of customer complaints, investigations, resolutions, and actions taken. Prepare and present regular reports on grievance trends, resolution effectiveness, and customer satisfaction. Process Improvement: Identify recurring customer grievances and contribute to developing strategies to address underlying issues. Provide insights and recommendations to improve customer experience, policies, and procedures. Regulatory Compliance: Ensure that complaint resolution processes align with banking regulations and guidelines. Stay updated on relevant regulations to ensure compliance and accurate handling of complaints. Training and Awareness: Conduct training sessions for bank staff on effective complaint handling and customer communication. Raise awareness among employees about the importance of customer feedback and grievance resolution. Requirements Qualifications and Skills: Minimum graduate required Minimum 1 year tenure in Spocto (Customer service, Quality analyst & Customer service background) Proven experience in customer service, complaint handling, or a similar role within the banking sector. Strong understanding of banking regulations, policies, and procedures. Excellent communication and interpersonal skills. Analytical skills to investigate complaints and identify trends. Empathy and the ability to handle challenging customer interactions. Proficiency in using customer relationship management (CRM) systems and banking software. Attention to detail and ability to maintain accurate records. Problem-solving skills to identify root causes and develop effective solutions. Benefits Want to know more about spocto and its culture? In this Company, not only are we understanding about customers and the importance of repayment, but we are the first movers when it comes to introducing cutting edge technology to this industry. We have products and features specifically built to help our clients improve their collections efficiency, enhance customer experience and most importantly, bringing perfect compliance in their operations. Our products: SMARTRank - An Early Warning System that highlights ‘Value-at-risk’ within portfolio SMARTCollect - A digital first phygital collections platform powered by AI ML capabilities KisanPay - An Agri initiative by spocto to bring farmers mainstream through education, context, and the power of linguistics Bhaasa - A powerful AI conversational bot that is packed with all major languages across 100+ dialects In Feb 2022, spocto was acquired by Yubi (formerly known as CredAvenue). 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’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have onboarded 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, revolutionizing the segment. At Yubi, People are at the core of the business and our most valuable assets. Come, join the club to be a part of our epic growth story. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Thane, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. Job Description | Sr. Manager – Digital Analyst. Who are we? We at spocto are developing a full stack collections platform that is powered by AI ML capabilities, that is radically changing collections within the debt industry. In March 2022, we became India’s fastest fintech and most impactful start-up to join the unicorn club with a Series B fundraising round of $137 million. We already have all the top Banks and NBFCs as our clients. We have offices in Mumbai, Chennai, Bangalore and Dubai. We plan to expand our business across the EU, USA and SE Asia over the next couple of years. Job Title – Sr. Manager – Digital Analyst. Reports to – Senior VP. Location: Thane. Responsibilities: A Bachelor or Masters’ Degree in a quantitative field (Operations Research, Computer Science, Engineering, Applied Math, Economics, Statistics, Analytics, Management/Business Information Systems, or related degree) Minimum of 10 years of related work experience Data management and visualization skills / tools in one or all of the following (SQL, KNIME, Tableau, Power BI or similar). Strong business acumen & communication skills, including the ability to deliver a clear story to influence agreement to your recommendations with data and insights. Experience conducting quantitative and qualitative analysis with analytics techniques to solve defined business problems. Self-motivated to work with diverse business scenarios, prioritizing multiple priorities and have a business and consultancy mind-set, while technically (data) savvy, and passionate about discovering new/better ways of doing things! Requirements Requirements: Post Graduate / Graduate from premier institute. 8 – 10 years’ experience in Analytics. Preferably from Fintech / BFSI / NBFC industry. Excellent communication and leadership skills to lead and motivate a growing and changing service operation The ability to engage with directors and managers at all levels across the wider business to achieve goals and objectives. Ability to multitask and remain calm under pressure, especially during peak hours or intense situations. Exceptional interpersonal, customer service, problem-solving, verbal and written communication, and conflict resolution skills. Knowledge of management principles and familiarity with company products, services, and policies. Strong coaching and leadership skills, ability to motivate employees. Want to know more about spocto and its culture? In this Company, not only are we understanding about customers and the importance of repayment, but we are the first movers when it comes to introducing cutting edge technology to this industry. We have products and features specifically built to help our clients improve their collections efficiency, enhance customer experience and most importantly, bringing perfect compliance in their operations. Our products: SMARTRank - An Early Warning System that highlights ‘Value-at-risk’ within portfolio SMARTCollect - A digital first phygital collections platform powered by AI ML capabilities KisanPay - An Agri initiative by spocto to bring farmers mainstream through education, context, and the power of linguistics Bhaasa - A powerful AI conversational bot that is packed with all major languages across 100+ dialects In Feb 2022, spocto was acquired by Yubi (formerly known as CredAvenue). 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’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have onboarded 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, revolutionizing the segment. At Yubi, People are at the core of the business and our most valuable assets. Come, join the club to be a part of our epic growth story. LinkedIn Link – https://www.linkedin.com/company/spocto/ Instagram Link(Do follow, like and share) – https://www.instagram.com/spocto.global/ Gulf News –Indian fintech spocto wants to make it easier for UAE banks to lend https://gulfnews.com/business/banking/indian-fintech-spocto-wants-to-make-it-easier-for-uae-banks-to-lend-1.1664955501878 Khaleej Times - https://www.khaleejtimes.com/business/indias-fintech-unicorn-yubi-makes-uae-debut Forbes - https://www.forbesindia.com/article/take-one-big-story-of-the-day/how-spocto-is-making-collecting-on-loans-quicker-and-more-efficient/80351/1 Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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: Yubi Group is the world’s only technology company powering the end-to-end debt lifecycle. Our mission is to deepen the debt market, foster financial inclusion, and accelerate economic growth by making debt financing accessible and efficient for all. Key facts: Founded in 2020 : Gaurav Kumar, Founder and CEO of the group identified the need for a common denominator that could democratise access to debt in the formal sector. Backed by marquee investors : Includes Peak XV, Lightspeed, Lightrock, TVS Capital, B Capital Group, Dragoneer Investment Group, and Insight Partners among others. Empowering the lending ecosystem: Yubi's technology infrastructure, risk evaluation, and collections platforms facilitate every stage of the debt lifecycle. Benefits for lenders: Increased reach, expanded loan book, risk mitigation through AI-powered tools and ethical collections system. Benefits for borrowers: Diverse credit options, access to competitive rates, and efficient loan processing. Deepening the corporate bond market: Yubi Securities' platform, Aspero, empowers retail investors and wealth managers to participate in the corporate bond market. Yubi has facilitated debt volumes of over ₹1,40,000 Cr, with 17,000+ enterprises and 6,200+ investors and lenders on its platform, and reduced collections costs by 57%. The Yubi Group is committed to building a more transparent, responsible, and inclusive debt ecosystem in India. Job Description Assist the Project Manager in the planning and execution of project tasks and activities. Lead specific project workstreams or sub-teams to ensure project goals are met. Collaborate with cross-functional teams to ensure seamless project execution. Monitor and track project progress, identify potential risks or roadblocks, and escalate issues when necessary. Ensure that project deliverables meet quality standards and are completed according to schedule. Communicate project progress and updates to internal stakeholders and assist in coordinating stakeholder meetings. Manage project timelines, track milestones, and ensure alignment with overall project goals. Assist with resource allocation, ensuring team members have the necessary tools and support to execute tasks. Conduct regular project reviews and work closely with other leads to ensure coordination across project components. Work with the product and business teams to prioritise enhancements based on customer feedback, market trends, and business impact. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. About Yubi: Yubi (Formerly CredAvenue) is India’s first and largest institutional debt platform that provides full-stack debt infrastructure across discovery,execution and fulfilment. In March 2022 we became India’s fastest fintech and most impactful start-up to join the unicorn club with a Series B fundraising round of $137 million. Yubi started in 2020 with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds – all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – term loans and working capital loans Yubi Invest – fixed income securities like bonds, commercial papers, and MLDs. Yubi Pools – structured finance products like asset-backed securitization, PTCs, and Das. Yubi Flow – dealer and vendor financing, factoring, and dynamic discounting. Yubi CoLend – co-origination platform for banks, NBFCs, and fin-techs. Why work with Yubi? We are the largest platform in the B2B Fintech space and the only one to offer a composite solution across any debt or fixed income product that an enterprise borrower or lender/investor may need. Currently, we have boarded over 6000+ enterprises, 1000+ investors and have facilitated debt volumes of over INR 110,000 crores. 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. Yubi is constantly growing with 500+ 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. Listed below are the Benefits of working with Yubi. About Yubi Loans: Yubi Loans is the first and only-of-its-kind platform that serves Enterprise borrowers and Lenders through optimising discovery, enabling digital evaluation and execution and facilitating post transaction monitoring of the relationship. In other words, enterprises of any size or vintage can come on to the Yubi Loans platform, and access the widest possible array of lenders – specifically matched to them, pursue a loan application with the matched lenders, digitally and manage that relationship on the platform post consummation as well. As a corollary, lenders access the Yubi Loans platform to access the widest possible array of borrowers at a single location, as well as avail of tools for analysing their credit worthiness digitally and also monitor their behaviour. Managing lenders and growing the overall portfolio and driving cross-sell/up-sell across diverse product portfolios. Manage existing and potential lenders to increase engagement on the platform. Working on Annual Operating plans, business plans & projections on a periodic basis. Driving cultural values & ethos within the team & ensuring cultural fitment in line with the organization. Work as an enabler for functional heads/team managers/team leads by bridging any gaps w.r.t to technology, human resources, capital deployment and also market inputs/trends are shared internally. Partner cross-functionally with our Product, Legal and Risk teams to design products specific to situations. Assist in creating product roadmap and strategy in collaboration with other teams like tech and product. Ability to understand business and technology challenges and align them with our offering. Drive growth of wallet share, revenue & take rate. Requirements 5 years Sales/account management experience in product/tech- based organization with B2B, BFSI focus or b) relationship management experience in a Bank/NBFC Understanding of banking products – term loans, working capital - fund based/ non-fund based Has a strong context of building and managing business relationships – is comfortable across various levels of an organisation (CXOs to analysts) Strong interpersonal skills and an ability to build rapport with customers and cross- functional teams internally Qualifications: CA / CFA/ MBA (Finance) from a Top institute in the country 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. About SPOCTO Spocto ( https://spocto.com ), a Yubi Company ( https://www.go-yubi.com/ ), is a big data analytics company on a mission to revolutionize the digital debt collections industry. As a fintech company that uses Artificial Intelligence (AI) & Machine Learning (ML) to enhance customer reach, engagement, and interaction; Spocto is a pioneer in disrupting the debt collections industry with intelligence. With a purposeful approach towards digitizing rural India through banks & NBFCs, our solutions are already test marketing various products to revolutionize eCollections. Our spirit of innovation & passion to help organizations create greater business impact is reflected through our domain expertise, success rate, client confidence and newer age solution driven approach towards the business. With proprietary algorithms we strive to bring dignity into the debt collections process, ensuring better customer experience and resulting in improved customer relation and retention. As we continue to grow and disrupt the market through our innovative solutions, we are now part of Yubi - India’s first and largest institutional debt platform that provides full-stack debt infrastructure across discovery, execution and fulfillment. In March 2022, Yubi became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionizing the segment. Inviting applications for the role of VP-Key Account Management(SAAS Product Sales) Key Responsibilities Develop and grow trusted relationships with key clients Build thorough understanding of key customer needs and requirements Take ownership of driving repeat transactions and minimizing churn Serve as the link of communication between key customers and internal teams Resolve any issues and problems faced by customers and deal with complaints to maintain trust Prepare regular reports of progress and forecasts using key account metrics Defend and Grow Client Revenue, Cross sell & up sell to existing client portfolio to increase penetration Liaison with key decision makers – Business Managers, Risk Managers, Product Managers etc. in banks and financial institutions to identify new opportunities and grow existing business Gather and decipher the client’s requirements and suggest how various spocto solutions can be implemented to enhance and improve the existing processes and focus not just on product sales but also pitch new solution ideas. Understand and manage engagements to meet client expectations and build, deepen and broaden client relationships Demonstrate excellence in engagement delivery, strategic problem solving, and strong client relations at senior executive levels Work closely with internal teams for resolving client queries to ensure high quality delivery of service and timely resolution of all member issues Monthly business review and governance Documenting end to end sales activities and communication on sales platform and workflows used by the company Client Governance Matrix on scheduled monthly, quarterly reviews to be defined and conducted. Ensure timely receipt of payments against Invoices Detailed competition mapping Requirements 18 years+ experience in Business Development and sales focused on B2B KAM or Enterprise KAM. Experience in Platform Sales across Rating Agency, B2B e-commerce platforms, SAAS platforms, Fintech, payment gateways will be preferred. Should possess excellent presentation skills and experience in Key Account Management Experience in platform sales across Rating Agency, Private Bank and other Financial services. Detail-oriented with the ability to manage multiple relationships parallelly MBA / PGDM degree from a premier institution or Chartered Accountant would be preferred Exceptional written and verbal communication, managing technical proposals Ability to work under pressure & track record of delivering targets 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, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 1000+ 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! Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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's fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest, and trade bonds - all in one place. All of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Credit Marketplace - With the largest selection of lenders on one platform, our credit marketplace helps enterprises partner with lenders of their choice for any and all capital requirements. Yubi Invest - Fixed income securities platform for wealth managers & financial advisors to channel client investments in fixed income Financial Services Platform - Designed for financial institutions to manage co-lending partnerships & asset based securitization Spocto - Debt recovery & risk mitigation platform Corpository - Dedicated SaaS solutions platform powered by Decision-grade data, Analytics, Pattern Identifications, Early Warning Signals and Predictions to Lenders, Investors, and Business Enterprises So far, we have on-boarded over 17000+ enterprises, 6200+ investors & lenders and have facilitated debt volumes of over INR 1,40,000 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, revolutionizing the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 1000+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. About the Role: We are seeking a motivated professional to take on a dual-role encompassing both sales and account management. This position is critical in driving new business growth while maintaining and expanding relationships with existing clients. The ideal candidate will be adept at both acquiring new clients and ensuring long-term client satisfaction and retention. Requirements Key Responsibilities Sales Responsibilities New Business Development: Identify and target potential clients through market research, industry events, and direct networking. Develop tailored sales strategies to meet and exceed revenue targets. Solution Selling: Engage with prospective clients to understand their needs and propose relevant solutions. Deliver impactful product demonstrations and presentations, showcasing value proposition and ROI. Negotiation and Deal Closure: Lead pricing discussions and contract negotiations, ensuring mutually beneficial agreements. Coordinate with internal teams to facilitate smooth onboarding for new clients. Market Insights: Stay updated on industry trends, competitors, and client needs to refine sales approaches. Provide feedback to internal teams to improve products and solutions. Key Account Management Responsibilities Client Relationship Management: Serve as the primary point of contact for key accounts, ensuring prompt resolution of queries and concerns. Develop a deep understanding of client goals and align company solutions to meet their needs. Client Relationship Management: Build and maintain strong relationships with existing clients, acting as their primary point of contact. Conduct regular check-ins to address concerns, gather feedback, and identify opportunities for upselling or cross-selling. Strategic Account Planning: Develop and implement tailored account plans to deepen engagement and increase account revenue. Monitor client satisfaction and resolve any issues promptly to ensure long- term retention. Collaboration and Coordination: Work closely with internal teams, including product, support, and marketing,to deliver a seamless client experience. Advocate for client needs internally to inform product development and service enhancements. Revenue Growth from Existing Accounts: Identify opportunities to upsell or cross-sell additional products and services to existing clients. Prepare and deliver customized proposals for expanding partnerships. Performance Monitoring: Regularly review account performance metrics and usage data, suggesting improvements or enhancements. Conduct periodic business reviews to strengthen client relationships and align on future strategies. Qualification 7-8 years of experience in sales and account management, in the BFSI product/tech/platform sales/Fintech/SaaS space Experience in independently managing accounts, owning P&L Ability to drive discussions at senior levels for platform sales conversion and account management Strong negotiation and relationship-building skills, with a customer-first mindset. Demonstrated ability to manage a full sales cycle, from prospecting to closing and account growth. Understanding of the Banking and NBFC sector in India Knowledge of banking products, processes, debt instruments, regulations and trends is a huge plus Exceptional communication, negotiation, and relationship-building skills. MBA or equivalent degree Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. Company Overview About YUBI ( www.go-Yubi.com ) 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’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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, revolutionizing 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. Position Overview The Program Manager will be responsible for planning, executing, and finalizing programs according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants to deliver projects according to plan. The Program Manager will also oversee the quality control of the program lifecycle. Key Responsibilities Develop full-scale program plans and associated communication documents. Effectively communicate program expectations to team members and stakeholders in a timely and clear fashion. Liaise with project stakeholders on an ongoing basis. Estimate the resources and participants needed to achieve program goals. Draft and submit budget proposals, and recommend subsequent budget changes where necessary. Where required, negotiate with other department managers for the acquisition of required personnel from within the company. Identify and manage program dependencies and critical path. Plan and schedule project timelines and milestones using appropriate tools. Develop and deliver progress reports, proposals, requirements documentation, and presentations. Proactively manage changes in program scope, identify potential crises, and devise contingency plans. Mentor, motivate, and supervise project team members and contractors, and influence them to take positive action and accountability for their assigned work. Qualifications Bachelor’s degree in Business Administration, Computer Science, or a related field. 5-7 years of direct work experience in a project management capacity, including all aspects of process development and execution. Strong familiarity with project management software, such as MS Project, Basecamp, or similar. Solid working knowledge of current Internet technologies. Demonstrated experience in personnel management. Technically competent with various software programs, such as Word, Excel, PowerPoint. Able to learn, understand, and apply new technologies. Comfortable working both independently and in a team-oriented, collaborative environment. Desired Skills And Attributes Strong written and oral communication skills. Strong interpersonal skills. Adept at conducting research into project-related issues and products. Must be able to learn, understand, and apply new technologies. Ability to prioritize effectively and execute tasks in a high-pressure environment is crucial. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. About YUBI ( Www.go-Yubi.com ) 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool– End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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. Overview: As a Business Analyst specializing in product development, you will be a key member of our dynamic product implementation team, working closely with stakeholders across the organization to gather requirements, analyse market trends, and translate business needs into actionable insights for product development. You will play a critical role in shaping our product roadmap and ensuring that our products meet the needs of our users and align with our business objectives. Key Responsibilities: Requirement Gathering and Analysis: Collaborate with product managers, stakeholders, and end-users to gather and analyse requirements for new features and enhancements. Conduct interviews, workshops, and surveys to elicit comprehensive requirements and ensure a deep understanding of user needs and business objectives. Document user stories, use cases, and functional requirements with clear acceptance criteria for the development team. Product Roadmap Support: Assist in the development and maintenance of the product roadmap, aligning features and enhancements with business goals and market opportunities. Prioritize features and initiatives based on business value, impact, and feasibility, balancing short-term goals with long-term vision. Collaborate with cross-functional teams to ensure alignment and buy-in on the product roadmap and priorities. Communication and Collaboration: Act as a liaison between business stakeholders, product managers, designers, developers, and QA teams, ensuring clear communication and alignment throughout the product lifecycle. Facilitate discussions, meetings, and presentations to share insights, gather feedback, and drive decision-making. Provide regular updates on project status, milestones, and risks to stakeholders and project sponsors. Quality Assurance Support: Collaborate with QA teams to define test cases, validate user stories, and ensure that product features meet quality standards and functional requirements. Participate in user acceptance testing (UAT) and post-release validation to confirm that deliverables meet business expectations. Documentation and Knowledge Sharing: Maintain comprehensive documentation of requirements, user stories, product specifications, and decisions made throughout the product lifecycle. Share knowledge and best practices with team members to promote continuous learning and improvement in product development processes. Contribute to the development and refinement of internal processes, tools, and templates related to business analysis and product management. Requirements 3-6 years of experience with a Bachelor's degree in Business Administration, Computer Science, Information Technology, or related field. Proven experience as a Business Analyst in a product-focused role, preferably with fintech background Strong analytical skills with the ability to gather, analyze, and interpret complex data and user feedback. Excellent communication skills with the ability to effectively collaborate with cross-functional teams and present findings to stakeholders at all levels. Solid understanding of agile methodologies, product management principles, and software development lifecycle (SDLC). Proficiency in tools and techniques for requirements elicitation, analysis, and documentation (e.g., JIRA, Confluence, Microsoft Excel). Experience with data analysis tools and techniques (e.g., SQL, Excel, Tableau) is a plus. Relevant certifications such as Certified Business Analysis Professional (CBAP) or Product Owner certification (e.g., Certified Scrum Product Owner) are desirable. Show more Show less
Posted 1 month ago
8 years
0 Lacs
Ahmedabad, Gujarat, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. About Corpository Corpository - Is a full-stack credit lifecycle SaaS platform We are a data aggregator turned data science company offering end-to-end automated, complete lifecycle solutions for credit evaluation, forensic analysis, corporate due diligence, portfolio monitoring and smart lead generation. As oxygen is to life, the Digital Data is to Intelligence. Accurate, timely and reliable digital data, when evaluated using machine learning, delivers decision grade actionable information. Corpository aims at building technologies and solutions to aggregate, curate, inter-relate, visualize, analyze the digital data and deliver powerful guidance for business decisions. We create data-visualization tools that make it easier to understand data and uncover patterns, enabling quicker data-driven analysis and decision-making, faster turnaround time and heightened competitive edge. Our platforms tell you today what others will learn tomorrow.In April 2022, Corpository was acquired by Yubi (formerly known as CredAvenue). 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's fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. So far, we have on-boarded over 17000+ enterprises, 6200+ investors & lenders and have facilitated debt volumes of over INR 1,40,000 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, revolutionizing the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 1000+ 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 Role We are seeking a skilled and experienced Lead Engineer to join our team. In this role, you will be responsible for leading a team of backend and frontend developers and ensuring the successful delivery of software solutions. You will be responsible for developing high-quality, efficient, and scalable code that meets business requirements and design specifications. Responsibilities: Lead and manage a team of backend and Frontend developers, providing technical guidance and mentoring Develop high-quality, efficient, and scalable code that meets business requirements and design specifications Collaborate with front-end developers, project managers, and other stakeholders to ensure the seamless integration of front-end and backend systems Design and implement data storage solutions, including databases and caching mechanisms Ensure the reliability, scalability, and security of backend systems Manage deployments and infrastructure, working closely with DevOps teams to ensure the availability and performance of backend systems Keep up-to-date with emerging trends and technologies in backend development and integrate new technologies where appropriate Requirements Bachelor's or Master's degree in Computer Science or a related field, Proven experience as a Full stack developer, with 8 years of experience in a similar role Strong knowledge of Java, programming language Experience with relational and non-relational databases, such as MySQL, MongoDB, or Cassandra Experience with web application frameworks, such as Spring, Flask, or Django Experience with cloud computing platforms, such as AWS or Azure Experience with DevOps tools and practices, such as Docker, Kubernetes, or Ansible Strong leadership and project management skills Excellent communication and interpersonal skills Show more Show less
Posted 1 month ago
0 years
0 Lacs
Ahmedabad, Gujarat, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individual’s 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. Show more Show less
Posted 1 month ago
0 years
0 Lacs
Ahmedabad, Gujarat, India
On-site
About Us Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 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: 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 High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. 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’s 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 private 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’s 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 high-net-worth individuals / institutions. 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. Show more Show less
Posted 1 month ago
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The job market for Epic professionals in India is growing rapidly, with many organizations seeking skilled individuals to work with this popular electronic health records (EHR) software. Epic jobs offer exciting opportunities for those looking to work in the healthcare technology sector. In this article, we will explore the job market for Epic roles in India, including top hiring locations, salary ranges, career progression, related skills, and common interview questions.
Here are 5 major cities in India actively hiring for Epic roles: - Bangalore - Pune - Hyderabad - Chennai - Mumbai
The salary range for Epic professionals in India can vary depending on experience and location. On average, entry-level Epic professionals can expect to earn between INR 4-6 lakhs per annum, while experienced professionals with specialized certifications can earn upwards of INR 10-15 lakhs per annum.
A typical career progression in the Epic domain may include roles such as: - Epic Analyst - Epic Consultant - Epic Project Manager - Epic Solutions Architect
In addition to Epic proficiency, other skills that are often expected or helpful in this field include: - Healthcare domain knowledge - Project management skills - Data analysis and reporting skills - Communication and interpersonal skills
Here are 25 interview questions for Epic roles, categorized by difficulty level: - Basic - What is Epic and how is it used in healthcare? - Can you explain your experience working with Epic software? - What are some common modules in Epic?
What are some best practices for optimizing Epic performance?
Advanced
As you explore job opportunities in the Epic domain in India, remember to showcase your skills and experience confidently during interviews. With the right preparation and knowledge, you can secure a fulfilling career in this dynamic and growing field. Good luck!
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
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