Relationship Manager - Wealth
Relationship Manager - Wealth
Posted on :
08-10-2024
Employer Active
1 Vacancy
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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 twosided 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 Endtoend securitisations and portfolio buyouts.
Yubi Flow A supply chain platform that offers trade financing solutions.
Yubi Co.Lend For banks and NBFCs for colending partnerships.
Currently we have boarded over 4000 corporates 350 investors and have facilitated debt volumes of over INR.
40000 crore.
Backed by marquee investors like Insight Partners B Capital Group Dragoneer Sequoia Capital LightSpeed and
Lightrock we are the onlyofitskind 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
likeminded 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 ManagerWealth 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 highnetworth 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 crossselling 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 highnetworth 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 fastpaced 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.
Who are we looking for 5+ years of experience in Trade Finance, Factoring Companies, BFSI Trade Product Strong network of exporters and channel partners Proven ability to manage C-suite executives as well as the hierarchies of the SME/ Mid Corp clients and having scaled the client portfolio in Trade Finance Ability to ideate, structure, articulate and work in a fast-paced dynamic environment Ability to juggle multiple priorities while collaborating across teams Most importantly, a great person to work with who is transparent, diligent and driven and comes with an ownership mindset
Employment Type
Full Time
Key Skills
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