Senior RM - Wealth ( IFA/ MFD / B2B sales)

Yubi Markets; Coimbatore District; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

Yubi Markets is seeking a Senior Relationship Manager - Wealth to be the principal client-facing contact. You will acquire and nurture IFA/MFD/RIA partnerships and drive wealth management product adoption across a diverse client base.

You will educate clients on Debentures, AIFs, PMS, MFs, Insurance and other fixed-income options, while identifying new business opportunities and delivering revenue targets in a fast-paced environment.

Qualifications

• Graduate or Master’s Degree in finance, business administration, or related field preferred.

Responsibilities

• Acquire, build and maintain strong relationships with IFA/MFD/RIA partners.
• Demonstrate expertise in wealth management products (e.g., Debentures, AIFs, PMS, MFs, Insurance).
• Educate clients on features, benefits and risks of wealth products.
• Identify new business opportunities and generate leads through networking and referrals.
• Drive business growth by cross-selling wealth products to existing clients.
• Meet revenue targets and contribute to overall growth of wealth management business.
• Conduct due diligence on investment products and providers to mitigate risks.
• Maintain accurate client interaction records per compliance standards.
• Organize seminars, workshops and other business development activities.

Skills

Relationship management

Wealth management

Channel partner management

Sales & targets

Communication

Networking

Presentation skills

Education

Finance degree

MBA or related

Tools

CRM

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)

About the Job:

The Senior 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.

• 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.

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 Channel Partners (IFA/ MFD/RIA) 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 fast-paced environment.
• Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage