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

Yubi Markets; Hyderabad; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Yubi Markets is seeking a Senior Relationship Manager - Wealth to be the first point of contact for clients, acquiring channel partners and managing relationships with IFA/MFD/RIA networks.

You will demonstrate expertise in wealth management products (Debentures, AIFs, PMS, MFs, Insurance, Gsecs, corporate bonds, NCDs), educate clients on features and risks, identify opportunities, cross-sell, and drive revenue targets while ensuring compliance and accurate records.

Qualifications

• Graduate or Master's degree in finance, business administration, or a related field preferred with prior experience in Private Bank / Wealth Management.
• Proven track record of building and managing relationships with channel partners (IFA/MFD/RIA) – minimum 3 years.
• Strong understanding of wealth management products (Debentures, AIFs, PMS, MFs, Insurance, Gsecs, bonds, NCDs, etc.).
• Excellent communication, presentation, and negotiation skills with a track record of achieving targets.
• Ability to work independently and as part of a team in a fast-paced environment.
• Regulatory certifications (AMFI, NISM) will be an advantage.

Responsibilities

• Acquire, build and maintain strong relationships with IFA, MFD & RIA networks.
• Demonstrate expertise in wealth management products and educate clients on features, benefits, and risks.
• Identify new business opportunities and generate leads through networking and referrals.
• Drive business growth by cross-selling wealth management products to existing clients.
• Achieve revenue targets and contribute to overall wealth management growth.
• Conduct due diligence on investment products and providers to mitigate risks.
• Maintain accurate client interaction records in compliance with standards and assist in seminars/workshops.

Skills

Channel partner management

Wealth management knowledge

Sales and target achievement

Presentation and negotiation

Teamwork and independence

Education

Graduate or Master’s Degree in finance / related field

AMFI / NISM certifications (advantage)

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