About Us Yubi (https://www.go-yubi.com/) 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! Founded in 2020 by CEO, Gaurav Kumar, Yubi's technology infrastructure, credit marketplace, risk evaluation, and collections platforms facilitate every stage of the flow of money from lenders to borrowers and back to lenders. The company is backed by esteemed investors like Peak XV, Lightspeed, Lightrock, TVS Capital, B Capital Group, Dragoneer Investment Group, and Insight Partners, among others. With a mission to deepen the debt market and democratize capital flow, Yubi is transforming the financial landscape, fostering inclusivity, and building a transparent and responsible ecosystem for all. About the Role We are seeking a dynamic and seasoned finance professional for the Finance & Accounts function for Yubi Markets & Aspero at Yubi group. The ideal candidate will bring a robust blend of Big 4 expertise and hands-on experience in controllership or finance leadership roles within mid-to-large scale startups or enterprises. Key Responsibilities - Financial Reporting & Month-End Closure - Strong understanding of accounting standards (e.g., IFRS, GAAP) - Attention to detail and accuracy - Proficiency in ERP systems (e.g., SAP, Oracle) - Ability to meet tight deadlines - Experience with reconciliations, journal entries, and financial statement preparation - Business Finance / FP&A (Financial Planning & Analysis) - Strong analytical and forecasting skills - Business acumen and strategic thinking - Excel and financial modeling expertise - Experience in budgeting, variance analysis, and management reporting - Ability to partner with business units and communicate insights - Treasury and Fund Flows - Knowledge of cash management and liquidity planning - Familiarity with banking platforms and financial instruments - Risk management understanding (FX, interest rate exposure) - Experience in daily fund movement and cash forecasting Internal Controls & Compliance - Understanding of SOX, COSO, or similar control frameworks - Risk assessment and audit experience - Policy drafting and implementation - Ability to identify control weaknesses and suggest improvements Taxation & Regulatory Filings - Knowledge of direct and indirect tax laws - Experience in preparing and reviewing tax returns - Familiarity with regulatory requirements and deadlines Preferred Background: - 8 - 10 years of proven experience in a Big 4 Audit/Advisory role followed by controllership or leadership roles in mid to large scale startups or enterprises - CA - Exposure to fintech, B2B SaaS, or capital markets is highly desirable - Strong analytical, communication, and stakeholder management skills Show more Show less
About Us Yubi ( https://www.go-yubi.com/ ) 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! Founded in 2020 by CEO, Gaurav Kumar, Yubi's technology infrastructure, credit marketplace, risk evaluation, and collections platforms facilitate every stage of the flow of money from lenders to borrowers and back to lenders. The company is backed by esteemed investors like Peak XV, Lightspeed, Lightrock, TVS Capital, B Capital Group, Dragoneer Investment Group, and Insight Partners, among others. With a mission to deepen the debt market and democratize capital flow, Yubi is transforming the financial landscape, fostering inclusivity, and building a transparent and responsible ecosystem for all. About the Role We are seeking a dynamic and seasoned finance professional to lead the Finance & Accounts function at Yubi Markets & Aspero . The ideal candidate will bring a robust blend of Big 4 expertise and hands-on experience in controllership or finance leadership roles within mid-to-large scale startups or enterprises. This is a strategic leadership position that will drive financial excellence, ensure compliance, and provide strategic insights to empower business decision-making. Key Responsibilities Financial Reporting & Compliance Oversee timely and accurate financial reporting in compliance with IFRS and IND-AS Lead internal and statutory audits and ensure regulatory compliance across jurisdictions Budgeting & Forecasting Lead the annual budgeting and forecasting process, working closely with business and product teams Track financial performance against budgets and implement course corrections where necessary Treasury & Fund Management Manage fund flows, working capital, and treasury operations efficiently Optimize cash management and support fundraising or investment-related activities Taxation Ensure compliance with direct and indirect tax laws Oversee tax planning, filings, and assessments Strategic Business Partnership Collaborate with product and business leadership to deliver actionable financial insights Support strategic initiatives through robust financial modeling and analysis Preferred Background 14-15 years of proven experience in a Big 4 Audit/Advisory role followed by controllership or leadership roles in mid to large scale startups or enterprises Exposure to fintech, B2B SaaS, or capital markets is highly desirable Strong analytical, communication, and stakeholder management skills What We Offer Opportunity to drive the financial strategy of a high-growth organization Collaborative work culture with passionate and driven teams
About the Role: We are looking for an experienced Equity Research Analyst to lead credit and fundamental research for our unlisted equities investment division. The ideal candidate will have a strong grounding in credit risk assessment, financial analysis, and private company evaluation, with the ability to build and present investment theses for high-conviction opportunities . Key Responsibilitie s:Conduct detailed financial and credit risk analysis of unlisted companies across sector s.Build financial models to project business performance, stress scenarios, and assess capital structur e.Evaluate balance sheets, cash flows, leverage, and liquidity to determine investment risk profile s.Work closely with the deal team to support transaction structuring and risk mitigation strategie s.Monitor portfolio companies, track performance, and update risk ratings periodicall y.Conduct sectoral research to understand industry dynamics and peer benchmark s.Present research findings to the investment committee with clear risk-reward narrative s. Key Skills & Qualificatio ns:3–4 years of experience in equity research, credit risk analysis, or investment banking (preferably with exposure to private markets or NBFC s).Strong understanding of financial statements, credit metrics, and valuation techniqu es.CA, CFA, or MBA (Finance) preferr ed.Proficiency in Excel, financial modelling, and industry databas es.Strong analytical and communication skil ls. Nice to H ave:Exposure to private equity, venture capital, or unlisted debt/equity investme nts.Experience working with rating agencies, AIFs, or wealth platfo rms.
The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following: The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements Domestic and international competitive intelligence Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability Determine ongoing product evolution/development priorities Own the design of the client and advisor product experience Develop business cases for new products or product enhancements Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen Manage key enterprise stakeholder relationships and product advisory groups Ensure that product management function is audit-ready at all times Executive and field presentation development to communicate product management strategy, key initiatives updates, etc. Foster proactive and productive relationships with channel and support partners Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams. Requirements Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for third party & products Minimum 10+ years of experience in Product Management in Wealth Management Firm Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions. Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience. Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority. Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels To ensure high quality launch materials, customer presentations and sales training. Have a keen eye to track the latest offering and developments in the market and become a repository for market
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 them. In March 2022, we became Indias fastest fintech and most impactful startup to join the unicorn club after a Series B fundraising round of $137 million. Our journey, which began in 2020, is driven by the vision of transforming and deepening the global institutional debt market through technology. Our two-sided marketplace helps both institutional/HNI investors and corporates access the broadest network of debt products and stakeholders. All five 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 securitizations and portfolio buyouts. Yubi Flow: Supply chain platform offering trade financing solutions. Yubi Co.Lend: Co-lending partnerships for banks and NBFCs. Currently, we have onboarded 4,000+ 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, Yubi is the only-of-its-kind debt platform globally, revolutionising the segment. At Yubi, people are at the core of our business and our most valuable asset. Our team of 650+ like-minded individuals is changing the way people perceive debt. We are highly motivated, driven, and create purposeful impact. Come, join the club and be a part of our epic growth story. We are seeking a dynamic and strategic Head of Operations to lead and optimize Yubis operational excellence across products, trade execution, and client delivery. The ideal candidate will have significant experience in financial or fintech operations (debt, equity, fixed income, and portfolio management) with a proven track record of scaling teams and processes in a high-growth environment. You will be responsible for stakeholder engagement, regulatory compliance, digitization, automation, and continuous improvement to support Yubis business and technology scale. Operational Strategy & Execution Define and drive the operational strategy to support Yubis growth and streamline business processes across all platforms. Own end-to-end process mapping, metrics, and dashboards for service delivery, operational efficiency, and control. Team Leadership & Development Build, lead, and mentor high-performing operations teams across multiple business lines. Foster a culture of continuous improvement, high accountability, and cross-functional collaboration. Business and Platform Operations Oversee all trade execution (including BSE/NSE), client onboarding, transaction management, settlements, reconciliations, and day-to-day BAU operations. Ensure timely and seamless service delivery for enterprise clients. Process Improvement & Automation Identify gaps, inefficiencies, and risks in current processes. Implement automation and digitization initiatives to enhance scalability and reduce cost. Compliance, Risk & Audit Ensure compliance with regulatory, risk, and internal policy requirements. Lead operational audits, resolve audit observations, and proactively mitigate risk. Stakeholder & Client Management Act as the main point of contact for key stakeholders (internal and external), driving strong working relationships and excellent client service. Collaborate closely with technology, product, integration, and sales teams. Project Management & Delivery Oversee key projects, set objectives/KPIs, manage timelines, and ensure smooth implementation of new product features or operational changes. Reporting & Communication Present business performance metrics, process health, and improvement plans to management and the board. Skills & Qualifications 10+ years of experience in operations management within financial services, fintech, or capital markets. Demonstrated experience scaling teams and processes in a high-growth, digital-first environment. Deep expertise in debt markets, equity, fixed income, portfolio/DP operations, and trade execution. Strong knowledge of regulatory compliance and risk management. Proficiency in process automation tools, project management, and operational controls. Excellent leadership, stakeholder management, and communication skills. Entrepreneurial mindset with a passion for innovation and continuous improvement. Advanced skills in Excel, G-Suite, and operations dashboards. Why Join Yubi Lead operations in a global fintech unicorn transforming debt markets. Work directly with executive leadership and industry veterans. Drive innovation, digitization, and large-scale impact. Be part of a high-growth, high-impact environment with ample career advancement opportunities.,
Job Information Company Yubi Markets Date Opened 08/14/2025 Job Type Full time Work Experience 3-6 years Industry Financial Services City Bangalore North State/Province Karnataka Country India Zip/Postal Code 560002 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 re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have boarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR. 40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, 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: To lead marketing for YMPL through strategic planning & tactical interventions. This role is at the intersection of brand, content, demand generation & product marketing, driving awareness & acquisition for YMPL. Roles and Responsibilities: Drive acquisition of IFAs by generating top of the funnel interest through both digital & offline means Collaborate with the sales team on the ground to influence middle & bottom of the funnel conversions. Collaborate with product teams to proactively look at areas in the platform which can be enhanced / improved to drive user engagement. Lead a team of tele-marketers to drive lead generation & qualification effectively and efficiently. Build & manage the community of financial advisors & wealth managers Manage the social media charter of YMPL to drive awareness & consideration for the brand / platform while growing the follower-based and enhancing engagement continuously. Manage GTM for new & emerging solutions as part of the YMPL platform Create engaging and compelling case studies & testimonials which feed into demand generation campaigns as well as the social media calendar. Create and update sales enablement tools like decks, flyers, guides etc. Periodically conduct customer & competition research through surveys, calls, meetings & crawling the web to derive actionable insights for business & product Support the SEO goals of YMPL through the creation of relevant & required long / short form content Support the PR mandate for YMPL by proactively looking for story / pitch ideas & complementing them with required content. Create, publish & continuously track improvement areas for the periodic fixed income newsletter Develop basic creatives / videos using design / video tools to bring alive created content in engaging formats. Maintain MIS & periodically share required reports with actionable insights Requirements Experience: Demonstrated experience in B2B demand generation (read performance marketing), brand / content marketing, preferably within the financial services, fintech industry or a related field. Familiarity with investment products, such as mutual funds, equity, AIFs, debt instruments is highly desirable. Marketing and Communication Skills: Strong written and verbal communication skills, with the ability to create compelling narratives and effectively convey complex concepts to diverse audiences. Proficiency in developing marketing collateral, including but not limited to lead generation content, newsletters, case studies, social media posts, presentations, brochures, and web content. Creative bent - Penchant for creativity while conceptualizing and bringing to life campaign, content & project ideas. Strategic Thinking: Ability to think strategically and translate market insights into actionable marketing strategies. Proven experience in developing go-to-market plans and executing successful demand generation campaigns. Market and Customer Focus: Basic understanding of the tech / fintech industry, market dynamics, and customer needs. Ability to conduct market research, analyze data, and translate findings into actionable marketing initiatives. Cross-functional Collaboration: Proven ability to work collaboratively with cross-functional teams, including product management, sales, and customer success. Strong interpersonal skills to build relationships, influence stakeholders, and drive alignment. Analytical and Results-Oriented: Strong analytical skills to measure and interpret marketing campaign performance. Results-oriented mindset with a focus on achieving measurable business outcomes. Able to deliver independently without the need for high-degree of supervision. Adaptability: Ability to thrive in a fast-paced and dynamic environment. Flexibility to manage multiple priorities, adapt to changing circumstances, and deliver high-quality work under tight deadlines. Unfazed by ambiguity and uses it to drive clarity across the board. Marketing Tech Stack Exposure: Working knowledge / familiarity with tools like GA, Amplitude, Excel, CRM (Hubspot / Salesforce / Zoho / Netcore), Creative (Canva / Figma / Adobe Suite), Generative AI etc. 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.
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. About the Job: The Branch Head 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. ● 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 weal the 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 8 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
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. About the Job: The Branch Head 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. ● 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 weal the 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 8 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
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. About the Job: The Branch Head 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. ● 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 weal the 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 8 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
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. About the Job: The Branch Head 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 8 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
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. About the Job: The Branch Head 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. ● 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 weal the 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 8 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
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. About the Job: The Branch Head 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 8 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
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. About the Job: The Branch Head 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 8 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
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. About the Job: The Branch Head 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 8 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
About Yubi Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. About the Job: The Branch Head 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. ● 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 weal the 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 8 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
Job Information Company Yubi Markets Date Opened 08/18/2025 Job Type Full time Work Experience 10-15 years Industry Financial Services City Coimbatore State/Province Tamil Nadu Country India Zip/Postal Code 641018 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 re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have boarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR. 40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionising the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. About the Job: The Lead -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’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. 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 Channel Partners (IFA/ MFD/RIA) minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.
Job Information Company Yubi Markets Date Opened 08/18/2025 Job Type Full time Industry Financial Services City Indore State/Province Madhya Pradesh Country India Zip/Postal Code 452001 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 Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. 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. 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 8 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 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 8 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 Requirements 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 8 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
Job Information Company Yubi Markets Date Opened 08/18/2025 Job Type Full time Work Experience 10-15 years Industry Financial Services City Vadodara State/Province Gujarat Country India Zip/Postal Code 390021 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 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 Associate Vice President-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’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. 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 Channel Partners (IFA/ MFD/RIA) minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage. Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.
Job Information Company Yubi Markets Date Opened 08/18/2025 Job Type Full time Work Experience 10-15 years Industry Financial Services City Coimbatore State/Province Tamil Nadu Country India Zip/Postal Code 641018 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 re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market. through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans – Term loans and working capital solutions for enterprises. Yubi Invest – Bond issuance and investments for institutional and retail participants. Yubi Pool – End-to-end securitisations and portfolio buyouts. Yubi Flow – A supply chain platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have boarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR. 40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionising the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. About the Job: The Lead -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’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. 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 Channel Partners (IFA/ MFD/RIA) minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.
Job Information Company Yubi Markets Date Opened 08/18/2025 Job Type Full time Work Experience 10-15 years Industry Financial Services City Vadodara State/Province Gujarat Country India Zip/Postal Code 390021 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 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 Associate Vice President-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’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. 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 Channel Partners (IFA/ MFD/RIA) minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage. Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.