Director - Family Office

Yubi Markets; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Yubi Markets, a leading debt platform subsidiary, seeks senior investors relationships professionals in Mumbai. You will prospect and engage HNIs, family offices and corporate treasuries across debt, equity, PMS, AIF, and mutual funds, guiding portfolio strategies and delivering bespoke capital market solutions.

Bring 10–15 years of wealth management experience, strong deal structuring knowledge, and the ability to leverage digital channels to expand investment opportunities.

Qualifications

• Have 10–15 years of work experience with a wealth house preferred.
• Deep understanding of investment products for HNIs and family offices.
• Strong grasp of structured credit deals and equity markets.
• Excellent communication and presentation skills to pitch debt products to investors.

Responsibilities

• Onboard and engage with HNIs, family offices, and corporate treasuries on investment appetite across products.
• Provide thought leadership at forums for family offices and treasuries, and work with Product team to curate relevant offerings.
• Collaborate with Product, Legal, and Risk to tailor deals to client risk profiles and maximize returns.
• Expand sales propositions by onboarding investors for portfolio management and risk analysis needs.

Skills

Family office requirements

Investment product offerings

Structured credit & equity markets

Strong communication

Digital marketing channels

Job description

Yubi Markets is a wholly-owned subsidiary of Yubi Group, India’s pioneering and largest debt platform. We stand at the forefront of enterprise finance and wealth distribution, creating a unified and powerful ecosystem for capital. At our core, we provide comprehensive enterprise finance solutions including but not limited to term loans, working capital, NCDs, CCD’s and unlisted equity to corporations across the spectrum, from agile SMEs/MSMEs to large listed entities. Complementing this, we are the home of Aspero, India’s premier Online Bonds Platform (OBP), which is revolutionizing access to fixed-income investments.

Our unique strength lies in our unparalleled multi-channel distribution network. We seamlessly connect products with capital through a vast and diverse channel partner ecosystem, including:

• National Distributors & Institutions
• Family Offices & Corporate Treasuries
• IFAs & Mutual Fund Distributors (MFDs)

By integrating deep institutional expertise with cutting-edge digital platforms and a ubiquitous distribution footprint, Yubi Markets is uniquely positioned to transform how capital is sourced, structured, and distributed in India.

About the role

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.
• 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

Desired Skills and Experience

• 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