Senior Associate/ SRM - IFA

Yubi Markets; Delhi; On-site; INR 600,000 - 900,000; Full time

Job summary

Yubi Markets, located in Delhi, is looking for a skilled Relationship Manager - Wealth to serve as the primary contact for clients, focusing on acquiring and managing relationships with partners such as IFA and MFD.

The ideal candidate will have deep knowledge of wealth management products and a proven track record in sales and relationship building. Responsibilities include driving business growth and educating clients on various financial products.

If you are passionate about financial services and excel in networking, apply now to join our dynamic team.

Qualifications

• Experience in acquiring and managing client relationships.
• Strong knowledge of various wealth management products.
• Proficiency in educating clients about financial products.

Responsibilities

• Acquire and maintain relationships with IFA, MFD & RIA’s.
• Demonstrate expertise in wealth management products.
• Identify new business opportunities and generate leads.

Skills

Expertise in wealth management products

Relationship building

Networking

Sales skills

Job description

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.

About the Role

The Relationship Manager - 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.

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.