Wealth Manager

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. 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. 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.

About the Job:

The Wealth Manager at Yubi Markets is the ultimate face of the business as (s) he is going to be the first

point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s

and managing & retaining such relationships by delivering the best standards of services.

Roles & responsibilities:

• To acquire, build and maintain strong relationships with IFA, MFD & RIA’s
• 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 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.

Key Requirements:

• Graduate or Master’s Degree in finance, business administration, or a related field preferred

with prior experience working in a Wealth Management set up.

• Should have a proven track record of building and managing relationships with Channel

Partners (IFA/MFD/RIA) minimum of 3 years.

• Should have a strong understanding of wealth management products, Debentures, AIFs, PMS,

MF etc.

• 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.