Inside Sales Specialist

Yubi Markets; Bengaluru; On-site; INR 450,000 - 700,000; Full time

Job summary

Yubi Markets in Bengaluru is seeking an inside sales professional to expand client portfolios by upselling bonds, mutual funds, and fixed income solutions.

You will conduct consultative calls, analyze client holdings, and tailor recommendations across corporate/government bonds, fixed deposits, and SIP hybrids to meet risk profiles. 1+ year experience, NISM/Series 6 or 7 preferred; strong communication and target-driven mindset; CRM logging required.

Qualifications

• 1+ years of inside sales or wealth distribution experience focused on fixed income and mutual funds.
• Knowledge of bond mechanics and mutual fund categories (debt vs. equity).
• Strong persuasive communication with a track record of upsell/cross-sell targets.
• NISM Series 6 or 7 certifications preferred.

Responsibilities

• Conduct consultative calls and video meetings with clients to discuss yield and investment goals.
• Evaluate client portfolios to identify cross-selling opportunities in mutual funds and fixed income.
• Pitch bonds, fixed deposits, and structured fixed income products tailored to risk profiles.
• Drive sales campaigns for high-yield bond offerings and SIP hybrids.
• Educate clients on interest rate trends and fund performance to close sales.
• Maintain pipeline accuracy and log interactions, product preferences, and stages in the CRM.

Skills

Inside sales

Wealth distribution

Fixed income

Mutual funds

CRM

Education

NISM Series 6/7

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 facilitate 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. Joining us means being at the center of this transformation, with the tools and reach to execute deals of significant scale and impact.

Role Summary:

Engage existing clients to expand their portfolios by driving upsell and cross-sell opportunities specifically across bonds, mutual funds, and fixed income solutions.

Key Responsibilities

• Conduct consultative calls and video meetings with clients to discuss their yield and investment goals.
• Evaluate client portfolios to identify opportunities for cross-selling mutual funds and fixed income assets.
• Pitch corporate/government bonds, fixed deposits, and structured fixed income products tailored to client risk profiles.
• Drive sales campaigns for high-yield bond offerings and systematic investment plans (SIPs / SIP-hybrids).
• Educate clients on interest rate trends, bond yield mechanics, and fund performance to close sales.
• Maintain pipeline accuracy and log client interactions, product preferences, and conversion stages in the CRM.

Requirements

• 1+ years of inside sales or wealth distribution experience focused on fixed income and mutual funds.
• In-depth understanding of bond mechanics (yields, duration, ratings) and mutual fund categories (debt vs. equity).
• Strong persuasive communication skills with a track record of meeting upsell and cross-sell targets.
• Relevant industry certifications (e.g., NISM / Series 6 or 7, depending on region) are preferred.