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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: 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 4 weeks ago
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 4 weeks 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 4 weeks 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 4 weeks 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 4 weeks 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 4 weeks ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Changingbox: Changingbox is an innovative, fast-scaling self-storage marketplace headquartered in Mumbai, transforming how warehousing space is booked and utilized across India. Our vision is to become the "Booking.com for warehousing," connecting space owners and customers seamlessly. As we gear up for aggressive growth, we are seeking a proactive Investor Relations & Fundraising Associate to join our core team and accelerate capital raising efforts. Role Overview: This role is ideal for a professional with 1-2 years of experience on venture capital, family office, or investment analyst. Who is eager to transition to the startup ecosystem. You will leverage your investor knowledge to identify, qualify, and engage relevant investors, while also managing fundraising processes and amplifying our visibility through strategic social media engagement, particularly on LinkedIn. Key Responsibilities: Investor Research & Qualification: Identify and qualify target investors including VCs, family offices, super angels, and strategic partners aligned with Changingbox’s growth stage and sector. Pipeline & CRM Management: Maintain detailed records of investor contacts, interactions, and follow-ups using CRM tools, ensuring no lead is lost. Investor Engagement & Meeting Coordination: Fill investor intake forms accurately, schedule and manage meetings between investors and founders, and prepare necessary background materials. Pitch Deck & Fundraising Collateral: Create, update, and customize pitch decks, presentations, and supporting documents tailored for specific investor meetings. Fundraising Process Support: Assist in due diligence, track fundraising KPIs, and support negotiation and closing efforts with investors. LinkedIn & Social Media Strategy: Develop and execute LinkedIn outreach campaigns targeting investors and ecosystem stakeholders. Create and curate content such as investor updates, milestone announcements, and thought leadership posts to build Changingbox’s brand presence. Engage with investor communities and participate in relevant LinkedIn groups or forums to generate inbound interest. Performance & Reporting: Provide regular updates to founders on investor engagement status, fundraising progress, and social media impact. Candidate Profile: 1-2 years experience in venture capital, family office, investment analysis, or related fields. Deep understanding of investor evaluation processes, deal sourcing, and due diligence. Excellent communication and interpersonal skills, comfortable liaising with investors and startup leadership. Skilled in presentation tools like PowerPoint, Google Slides, Canva, or similar. Strong organizational skills with the ability to juggle multiple investor leads and social media campaigns simultaneously. Proactive self-starter mindset, comfortable working independently in a fast-moving startup environment. Experience or interest in managing LinkedIn outreach and content strategy is highly desirable. Familiarity with CRM platforms such as HubSpot or Airtable is a plus. Compensation & Benefits: Competitive monthly salary aligned with experience and market standards. Attractive performance-based bonuses linked directly to fundraising milestones and investor conversions. Direct exposure to founders and senior leadership with high-impact responsibility. Flexible working arrangements with a supportive and entrepreneurial team culture. Why Join Changingbox? Join an exciting startup disrupting India’s warehousing and logistics sector with a scalable marketplace model. Apply your investor-side insights to directly shape and accelerate our fundraising journey. Develop skills across investor relations, fundraising execution, and strategic social media marketing. Work in a dynamic, growth-focused environment with opportunities for rapid career progression. Show more Show less
Posted 4 weeks 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 4 weeks ago
0 years
0 Lacs
Gurugram, Haryana, India
On-site
WHO ARE WE LOOKING FOR? We are searching for a driven and ambitious Founder’s Office Associate to join our Founder's Office and work directly with the CEO. This role is ideal for a recent graduate (up to 2 years of experience) from a top-tier Indian college who possesses a blend of entrepreneurial spirit, strong business acumen, and a genuine passion for the intricacies of FinTech and the investor landscape. You will play a pivotal role in supporting the company's growth by tackling strategic projects and initiatives alongside our leadership team, with a significant focus on building and nurturing relationships with the investor community and supporting our fundraising efforts. Key Responsibilities Investor Relations: Support the CEO and leadership team in all aspects of investor relations and fundraising activities. This includes, but is not limited to: Preparing and refining compelling investor presentations involves structuring the narrative, incorporating key financial and operational metrics, highlighting market opportunities, and clearly and persuasively articulating the company's vision and growth strategy. Conducting in-depth market traction data analysis for investor communication: This requires gathering, analyzing, and presenting key performance indicators (KPIs) such as user growth, engagement metrics, revenue trends, and unit economics in a format suitable for investor review. Managing and maintaining proactive investor communications: Drafting and disseminating regular updates, responding to investor inquiries promptly and professionally, and organizing investor calls and meetings. Developing and maintaining a comprehensive investor database and relationship management system: Ensuring accurate tracking of investor interactions, preferences, and investment history. Assisting in the due diligence process during fundraising rounds: Preparing necessary documentation, coordinating data requests, and facilitating communication between the company and potential investors. Staying abreast of industry trends, competitor activities, and macroeconomic factors that may influence investor sentiment. Contributing to the development of the company's overall investor relations strategy and messaging. Assisting in the preparation of quarterly/annual investor reports. Supporting the CEO in building and maintaining strong, long-term relationships with existing and potential investors. Organizing and coordinating investor roadshows and meetings. Market Research & Competitive Analysis: Conduct in-depth market research to identify and analyze emerging trends, competitor landscape, and potential customer segments within the FinTech space. Business Model Development: Play a key role in refining and optimizing the company's go-to-market strategy, pricing models, and revenue streams. Entrepreneurial Ecosystem Engagement: Leverage your network and expertise to connect with industry leaders, potential partners, and investors in the FinTech space. Founders Office Support: Provide strategic and operational support to the Founders Office, assisting with various projects and initiatives as needed. Qualifications Recent graduate (with up to 4 years of experience) from a top-tier Indian college (IITs, IIMs, BITS, etc.) with a background in Business Administration, Finance, Economics, or a related field. Prior exposure or strong interest in financial markets, venture capital, or private equity is highly desirable. Strong analytical skills with the ability to conduct in-depth market research and translate insights into actionable recommendations. Specifically, the ability to analyze financial data, understand investment metrics, and build financial models (even basic ones) will be a significant advantage. Excellent communication and interpersonal skills, with the ability to effectively collaborate with diverse stakeholders across the organization. Crucially, you should possess strong written and verbal communication skills for crafting investor updates and engaging in investor conversations. A passion for FinTech and a strong understanding of the Indian financial landscape. A keen interest in how FinTech companies are funded and valued is essential. Demonstrated entrepreneurial spirit and a keen interest in building successful businesses. Understanding the investor perspective and what drives investment decisions in early-stage companies is a plus. Self-motivated, proactive, and resourceful, with the ability to thrive in a fast-paced startup environment. A strong sense of ownership and the ability to manage investor-related tasks independently will be valued. Proficiency in MS Office Suite and familiarity with data analysis tools (e.g., Excel, Tableau) is a plus. Advanced Excel skills for financial analysis and presentation are highly beneficial. Familiarity with CRM tools for investor tracking is also a plus. Benefits Health Insurance: We believe you and your family deserve robust health coverage because we care about you, too. A health policy of INR 3 lakh and INR 10 lakh worth of Personal Accident Insurance is provided apart from other benefits to you. MacBook: You get a MacBook that you can use for working anywhere, irrespective of your role at Tartan. Sounds like something you’d like to be a part of? We’d love to hear from you! Show more Show less
Posted 4 weeks 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 4 weeks ago
0 years
0 Lacs
Noida, Uttar Pradesh, India
Remote
Job Title: Relationship Manager / Client Relationship Manager Location: Noida Experience: 3+ Years Industry Preference: Banking, Investment Banking, Financial Services & Consulting, AIF, NBFC. Job Type: On-site, Full Time & Permanent Company: FinLender Capital About FinLender FinLender, headquartered in Noida, is recognized as India's most valuable Investment Bank. Over the past 12 months we have Closed 25+ marquee fundraising and special situation transactions. For finding the successful transactions by FinLender, visit the website below: www.finlender.com Promoters and Team Background: Promoters and Teams are CA, CFA, Ex-Banker, IIM, Ex Big 4, with 20+ years of experience each with experience of closing multiple transactions. India’s top 600+ lenders/Investors work with us: Which Includes Banks, NBFCs, Institutional Fund, Houses, AIFs, ARCs, VCs, PEs, Hedge Funds, Family Offices, etc. Promoters/ Clients we work with: Average revenue our promoters & clients are making within the range of 50 Cr to 2000 Cr, you will only be talking to Promoters, Founders & the CFO of the Company. Roles & Responsibilities : This role requires a proactive professional with strong client acquisition, relationship management, and financial expertise to drive business growth through remote sales activities and open market sales activities, while effectively collaborating with internal and external stakeholders. The candidate will be responsible for achieving revenue targets by identifying new business opportunities, building and maintaining client relationships, and ensuring seamless execution of sales strategies. Additionally, the role demands a strategic approach to align sales efforts with organizational goals, contributing to overall business growth and success. Proven expertise in deal sourcing for Debt Syndication, Stressed Asset Financing, Special Situations Financing, Debt Restructuring Opportunities, and Equity Funding from remote sales, open market sales and channel partners. Excel in identifying and assessing potential applications, leveraging expertise in financial projections, credit risk analysis, and market trend reporting to track client performance. Develop and execute client acquisition and relationship strategies to drive funding proposals and business growth . Responsible for preparing, negotiating, finalizing, and securing term sheets, ensuring all conditions are met, and overseeing the disbursement of funds for smooth execution of financing agreements. Sound knowledge of reviewing funding teasers, financial models, cash flow statements, audited financials and information memorandums to support effective decision-making. Skilled in client servicing, including tailored assistance throughout the client lifecycle, due diligence, and risk assessments. Generate leads through “remote or open market sales activities” including tele-calling, data-mining (e.g., NCLT, DRT, IBC, SARFAESI notices), and networking with channel partners to meet monthly sales targets. Ensure seamless client onboarding, portfolio management, and ongoing service excellence through remote engagement and effective communication. Act as a liaison between clients, internal teams, and external stakeholders, including bank or financial institution recovery teams, to ensure smooth operations. Engage with clients and channel partners through calls, emails, and meetings to maintain strong relationships and drive business growth. Meet project timelines and quality standards while ensuring compliance with regulatory and organizational requirements. Responsible for sourcing and generating new business opportunities to expand the client base and achieve revenue targets. The candidate must consistently meet or exceed monthly targets in terms of revenue generation, sanctions, and disbursements. Skills & Abilities: Strong analytical, communication, and negotiation skills to effectively manage client relationships and drive business growth through “remote sales activities & open market sales activities”. Ability to thrive in dynamic market conditions, meet tight deadlines, and deliver results under pressure while ensuring compliance with industry regulations and company standards. Proactively identify opportunities to improve processes, enhance efficiency, and achieve performance goals through data-mining, networking, and client engagement. Demonstrated ability to generate leads, meet sales targets, and ensure seamless client onboarding and portfolio management. To Apply: Please send your updated resume to hr@finlender.com. #banking #nbfc #AIF #ARC #businessbanking #workingcapital #termaloans #specialsituation #debtsyndication Show more Show less
Posted 4 weeks ago
0 years
0 Lacs
Pune, Maharashtra, India
On-site
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Position Senior Consultant (Platform Finance) At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Principal Responsibilities Work with deal teams on all components of investment funding, including funds flows, cash sourcing, vendor payments, tax structure, FX, and share custody Analyse fund performance and cash flow requirements to determine optimal capital call amounts. Monitor and report on the status of capital contributions from investors. Communicate with stakeholders regarding capital calls and timelines for fund contributions. Provides a structured approach to evaluate investment opportunities and make data-driven decisions. Identifies potential risks early in the process, allowing for proactive management and mitigation strategies. Helps identify key performance drivers of value and opportunities for operational improvements. Coordinate funding of domestic and international investments, execute capital distributions, and call capital from investors as needed. Review external reporting, including quarterly letters, financial statements, investment memos, and capital calls Work with the Fundraising and Legal teams to raise, close, and set up reporting infrastructure for new funds Plan and manage cash levels across fund structures, including reserves forecasting Manage fund forecast modeling for carry and fee revenue Manage all aspects of investment credit facility, including borrowing requests, capital calls for repayment and weekly reporting requirements Perform ad-hoc analysis for the platform deal Partners and VPs Requirements Bachelor’s degree: major in accounting, finance, or business (CPA, CFA, or MBA, a plus) 5 ‐ 10 years of finance experience Proven track record of presenting complex financial data to senior executives and providing recommendations for critical managerial decisions. Strong financial analytics, data interpretation and financial modelling skills. Data driven mindset and ability to add structure to fluid and/or ambiguous requests Ensures quality of work output by displaying a keen attention to detail Ability to work both independently and in a team‐oriented environment across group lines to achieve goals Demonstrated ability to challenge status quo while building strong relationships across the Firm Results oriented, strong organizational and time management skills with ability to multi‐task Knowledge of accounting principles and practices, analysis and reporting of financial data Resourceful, efficient, and professional with the ability to meet tight deadlines Proven acumen in leveraging Excel on an expert basis, experience with PowerPoint Excellent analytical and problem-solving skills, as well as strong oral and written communication skills EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. Show more Show less
Posted 4 weeks 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 4 weeks ago
0 years
0 Lacs
Ahmedabad, Gujarat, India
On-site
Working at Teach For India: Teach For India is on a journey to reach an India free of poverty and filled with love by ending educational inequity in our country. Fifteen years into our journey we are a movement of ~5000+ Alumni working at all levels of the education system, who are reaching 1 in 10 children across the country. These Alumni have graduated from our two-year Fellowship Program where they taught in under-resourced classrooms to put ~33,500 low-income children on a different life path. Today, we have ~1000 Fellows and are the largest pipeline of driven, skilled talent into the educational ecosystem in India. Over 16,000 Teach For India students have appeared for the 10th grade board examinations till date, with an impressive 95% pass rate across cities as of November 2024. In 2022, we embarked on Phase 4 , our fourth strategic phase. We have a bold and ambitious ten-year journey ahead of us that aims to grow 50,000 leaders , who will work collectively , and with love , to transform the lives of 1 in 10 low-income children in our regions , through an education that unleashes the potential of self, others and India . In this decade, five key priorities will lead us to this vision. Strengthen our core Fellowship to build strong teacher leaders who provide an excellent and equitable education to our children and continue to do so beyond the Fellowship Scale our impact by strategically introducing additional Fellowships as alternative pathways for leadership development Match the Alumni of our programs at an intersection of their interests and the needs of the system and our children Advocate for key issues that impact educational equity, and engage 3.5% of the population in the movement for educational equity Act collectively with our Alumni to learn about and address key issues in our regions. Our work will only be completed when we have built a movement of leaders that is large enough to ensure that every child in India attains an excellent education. We pride ourselves as being a passionate, idealistic, mission-driven team of individuals. We’re committed to learning and excellence in our roles, and to being deeply rooted in our core values. What Teach For India Can Offer You: The opportunity to be part of one of the most established and visionary movements in the education sector in India which is at a pivotal point in terms of expanding its scale and outreach across the nation and working with changemakers across the country. A challenging yet flexible workplace in which every individual employee’s Staff journey is tracked for excellence and leadership development. A work environment in which employees’ holistic well-being is a core priority, enabling people to be their best selves. Access to connections and resources from the global Teach For All network that includes partner organizations spanning 50+ countries across 6 continents. Remuneration that is competitive within the top quartile of the Indian NGO pay scales, and a benefits package that includes extensive medical insurance and maternity coverage for both parents. Position Summary: Reporting to: Regional Lead for Branding, Partnerships, Sourcing Branding, Partnerships & Sourcing lies at the very start of the Recruitment and brand building process, and hence plays a very critical role in attracting high quality, and right fit talent for our movement. The Recruitment Manager (RM) will oversee brand presence and penetration by securing engagements in top institutions across the region and creating a diverse ecosystem of ambassadors and advocates within colleges, corporates and youth hubs. Finally, they will inspire the brightest of minds across a region to consider our Fellowship Program as an aspirational career path. Note: This role will be an on-ground role that will involve inter-city travel, including in-person time with relevant stakeholders, meetings with high potential candidates, and conducting events at different venues. Team Overview: The Recruitment team advocates to get the greatest leaders into our classrooms to ensure Teach For India’s multiplied impact on the Indian education system. The team has the responsibility to influence the future life paths of tens of thousands of young people to make the bold choice of doing something for the India that they always dreamed of. As an external-facing team, we build the brand, visibility and aspiration of Teach For India through engagement with the top institutions of the country, media partnerships, branding and promotion campaigns. The team creates strong champions for the movement by identifying, investing and leveraging influencers, and nurturing partnerships with college and corporate stakeholders. The team provides avenues for prospective applicants to meet with Fellows, Alumni, Staff and Students. Internally, the team works alongside several teams to ensure that the organisation acts as one team in its mission to find our movement of leaders who will eliminate educational inequity and ensure that all children attain an excellent vision. Responsibilities: As Manager, Branding Partnerships and Sourcing: Strategy planning and execution: Create a compelling regional/portfolio vision and strategy towards increasing brand visibility across key institutions. Design and execute recruitment campaigns/engagements/presentations in colleges, corporates, youth hubs etc. to attract the best and the brightest leaders towards our program. Conceptualize program(s) for early immersion by partnering with organizations to engage students early with the intended outcome of having them join the Fellowship 1-3 years down the line. Identify projects, stories, and messages that are engaging, motivating, and high quality, and which communicate impact and showcase the work of the organization. Institutional and Stakeholder Engagement: Conduct primary and secondary research to deeply understand the various institutions in the region. Build and maintain relationships with key stakeholders at institutions (e.g. faculty members, career service representatives, presidents of clubs, etc). Create customized engagement plans for each institutions. Execute an annual stakeholder summit to immerse them in our mission and movement. Regularly close the loop on progress made, and course correct as necessary. People & Process Management: Identify and manage a team of Campus Leaders, who will serve as brand ambassadors at a range of prioritized colleges or corporates. Manage a systematic strategy to enable their effectiveness and growth. Set and manage strong systems and processes for maintaining consistent operations. Ensure monitoring & evaluation mechanisms to keep track of progress. Conduct quarterly reports to understand progress made and course corrections. Use salesforce effectively for documentation as per team guidelines. Team builder: Take ownership of team members' learning and growth by providing and seeking timely insights and feedback. Support other sub-verticals within the team with their efforts on an ongoing and need basis. Dedicate time towards being a Selector to internalize Teach For India's model philosophy. As a People Manager: Building a robust pipeline of talent to lead the organization. Managing and coaching the team to ambitious outcomes. Driving engagement, growth, and retention of team members. Engineering and overseeing a monitoring and evaluation system , coupled with strategic direction, to guide our abilities to continuously improve. As a Manager at Teach For India: Contributing to the team goals and priorities beyond individual goals and priorities. Serving as an ambassador of the Teach For India brand and an advocate for our work and for educational equity in our country through both internal and external communication after committing time in our classrooms to understand our work more deeply. Supporting with key organizational areas such as Recruitment, Selection, Fundraising, Volunteering, Movement Building. Minimum Qualifications, Experiences and Expectations: A Bachelor’s or a Master’s Degree in any field. 3-5 years of full-time professional experience. A deep belief in Teach For India’s vision, mission, and core values. In-depth knowledge of the Teach for India Fellowship Program. Experience in driving operations in high pressure, goal-driven environments. Experience of having collaborated effectively with a broad range of individuals and groups. Experiences and examples of having taken initiative in the past. Previous experience in teaching/education would be an added advantage (not mandatory). Preferred Qualifications, Experiences and Expectations: Goal orientation and ability to meet targets/deadlines. Ability to conduct market research. Strategic planning and decision making. Stakeholder management: building relationships and investing in people. Exceptional communicator: strong presentation, persuasion skills, authentic, discovering win-wins. Operational excellence to manage multiple institutions at the same time. Thinking on one's feet and quick learner. Note: We want to hear your unique voice and perspectives through the process, hence all applicants are expected to personally author statements of purpose/essays in the application form. Sole use of AI or Chat-GPT based tools may lead to disqualification from the process. Show more Show less
Posted 4 weeks ago
3 years
0 Lacs
Noida, Uttar Pradesh, India
On-site
About the job Job Title: Credit Analyst / Sr. Credit Analyst Location: Noida Experience: 3+ Years Industry Preference: Banking, Investment Banking, Financial Services & Consulting, AIF. Job Type: On-site, Full Time & Permanent Company: FinLender Capital About FinLender FinLender, headquartered in Noida, is recognized as India's most valuable Investment Bank. Over the past 12 months we have Closed 50+ marquee fundraising and special situation transactions. For finding the successful transactions by FinLender, visit the website below: www.finlender.com. Promoters and Team Background: Promoters and Teams are CA, CFA, Ex-Banker, IIM, Ex Big 4, with 20+ years of experience each with experience of closing multiple transactions. India’s top 500+ lenders/Investors work with us: Which Includes Banks, NBFCs, Institutional Fund Houses, AIFs, ARCs, VCs, PEs, Hedge Funds, Family Offices, etc. Promoters/ Clients we work with: Average revenue our promoters & clients are making within range of 50 Cr to 2000 Cr, you will only be talking to Promoters, Founders & the CFO of the Company. Roles & Responsibilities : This role seeks a financial expert skilled in Working Capital, Term Loans, Project Finance, Stressed Asset Financing, Special Situations Financing, and Debt Restructuring to deliver tailored solutions. Responsibilities include conducting due diligence, assessing risks, structuring transactions, and ensuring compliance with credit policies. The candidate will analyze financial documents, manage the end-to-end sanction-to-disbursement process, prepare CAM and risk reports, and meet monthly revenue, sanction, and disbursement targets while staying updated on industry trends and regulations. Strong knowledge of Working Capital, Term Loans, Project Finance, Stressed Asset Financing, Special Situations Financing, Debt Restructuring to support tailored financial solutions. Proven ability to conduct due diligence, assess financial risks, and structure transactions effectively. Coordinate with lenders and investors to ensure alignment with suitable partners while adhering to credit policies and company standards. Analyse sanction letters, SOAs, valuation reports, financial statements, etc. to make informed decisions, with a deep understanding of credit risk assessment, regulatory compliance, RBI guidelines, and industry best practices. Support the end-to-end process from sanctioning to disbursement, ensuring smooth execution and compliance with agreed terms . Collaborate with cross-functional teams for seamless execution of debt transactions. Conduct credit evaluation, risk assessment, and financial analysis to support lending decisions. Prepare detailed CAM reports, financial summaries, and risk reports to provide clear insights and support decision-making. Stay updated on industry trends, market risks, and regulatory changes to provide accurate and timely insights. The candidate must consistently meet or exceed monthly targets in terms of revenue generation, sanctions, and disbursements. Skills & Abilities : Ensure strict compliance with risk policies, financial covenants, and regulatory requirements. Willingness to travel for client meetings, investor discussions, and business-related engagements. Consistently meet and exceed task and performance targets in alignment with company objectives. Uphold professionalism, integrity, and a strong commitment to company values and goals. To Apply: Please send your updated resume to hr@finlender.com. #banking #arc #aif #nbfc #DebtFunding#SpecialSituationFinancing #AlternativeInvestmentFund # Investment Banking #VentureCapitalDebt #NBFC #PrivateEquity #InstituationalFunding #Working Capital #TermLoan#CorporateFunding #StressAssertFunding #ProjectFinance #businessbanking . Show more Show less
Posted 4 weeks 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 4 weeks 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 4 weeks 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 4 weeks ago
4 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 | Assistant Manager-Field – Collections. 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 – Assistant Manager Field- Collections. Reports to – AVP. Location: Navi Mumbai Responsibilities and Duties: The candidate will be responsible for leading Voice Operations Functions (Collections Domain) Managing Client and Client Servicing, Responsible for SLA management, Governance and Reporting. Driving various developmental initiatives for Retention and Succession planning across levels A seasoned operations professional, who has demonstrated capability providing strategic and tactical direction to a variety of operational support units. Ensure timely achievement of SLA's across business units with no revenue shrinkage and drive on time results for stakeholders and customers that is defect free and in an operationally efficient manner. Manage productivity and drive adequate staffing levels to ensure effective cost management To ensure effective development and management of operations plans. Provide strategic planning and execution to enhance cost control, profitability, productivity and efficiency throughout the company's operation function. Regular Interaction with Leadership team and individual department AVP to ensure that company's operational priorities are aligned with total company mission, vision and values. Be part of customer calls and customer meetings to promote organisations operational excellence. Manage organization through transformation, new system roll-outs, new product roll-outs ensuring no disruption to service delivery Requirements Requirements: Graduate in any stream. Overall 5 years’ experience. Minimum 2-4-year Experience in AM / Team Lead Role. (Collection Vertical – Bucket and / or write off) Advance excel, Excel based Macros, MS Excel VLookup, H Lookup, Pivot table, Data Analysis and Graphical representation of data. Ability to interact with multiple stakeholders both internal & External. Show more Show less
Posted 4 weeks 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 4 weeks 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 4 weeks 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 4 weeks 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 4 weeks 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 4 weeks 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
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