Associate Vice President Sales - Family office

About Yubi 

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.

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

The role is for Yubi Markets, to cover investors. Specifically, the role will entail active prospecting of various categories of investments from UHNIs/family offices/corporate treasuries including debt, equity, PMS, AIF and Mutual Funds.

Key responsibilities

• Onboard and engage with HNIs, family offices and corporate treasuries on their investment appetite across investment products and managing portfolio for them.  
  

• Thought leadership at various forums for family offices, treasuries and HNIs for managing their portfolios and investment trends as well as inputs at Yubi Markets for curating relevant products by engaging with Products team.
  

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• Partner cross -functionally with our Product, Legal and Risk teams to understand products specific to situations, understand the riskt profile of clients to pitch bespoke deals to investors - close deals and optimize returns as it relates to capital markets.
  

• Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs
  

Requirements

• Have strong understanding of family office requirements and investment product offerings (10 -15 years of work experience with a wealth house would be preferred)
  

• Good understanding in structured credit deals and equity markets
  

• Strong communication skills and the ability to pitch myriad debt products to HNIs/family offices would be essential
  

• Ability to leverage social media platforms and other digital marketing channels to pitch product offerings