Associate - Wealth Manager

Department Icon Investment Banking, Private Equity & VC
Posted: 4 years ago
2-4 years
Hybrid remote
Investment Banking, Private Equity & VC
Work From Office
Full Time

Posted: 4 years ago
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Job Description

About YUBI

  • Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors.
  • We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution.

    • At Yubi, opportunities are plenty and we equip you with tools to seize it.
  • 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.
  • In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance.

    • Yubi Loans – Term loans and working capital solutions for enterprises.
    • Yubi Invest – Bond issuance and investments for insitituational and retail participants.
    • Yubi Pool– End-to-end securitisations and portfolio buyouts.
    • Yubi Flow – A supply chain platform that offers trade financing solutions.
    • Yubi Co.Lend – For banks and NBFCs for co-lending partnerships.
  • Currently, we have onboarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR 40,000 crore.
  • Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionizing the segment.

    At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact.

    Come, join the club to be a part of our epic growth story.

    Benefits
    • Apart from the unique opportunity of transforming the debt market, our benefits include:
    • Ample opportunity for significant personal wealth creation by way of ESOPs

  • One can never stop learning so we have a dedicated budget of INR 75,000/year that you can use towards pursuing learning programs/certifications/attending conferences
    • Best in industry healthcare for you and your family: Life insurance (10X your Fixed annual CTC) and Critical Illness cover (7X your Fixed annual CTC)
    • Generous health insurance for you as well as your dependents, including parents or parents in-laws up to INR 800,000 for self and dependents
    • Child care reimbursement of 15k per month per child for all working parents towards nanny/creche expenses.
    • Food is on the house. So that you can focus on what matters the most.
    • Best in class maternity & paternity benefits.
    • Hybrid work modules to get quality work done by managing your own time.

    We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

    Key responsibilities
    • Engage with HNIs, family offices and wealth firms on their investment appetite
    • Manage the investor relationships for the entire Gujarat market

  • Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc
  • Manage existing and potential investor relationships to increase activity on the platform.
  • Partner cross-functionally with our Product, Legal and Risk teams to design products specific to situations, understand Credit profile of clients to pitch bespoke deals to investors - close deals and optimize tactics as it relates to capital markets.
    • Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs
    Desired Skills and Experience
    • Good understanding of Ahmedabad market and subregions within the state
    • Have strong understanding of wealth segment and product offerings (2+ years’ work experience with a wealth house would be preferred).
    • Strong communication skills and ability to pitch complex products to HNIs/family offices would be essential.
    • Ability to leverage social media platforms and other digital marketing channels to pitch product offering

    Work Environment Details

    • An opportunity to play a formative role in an ambitious financial services marketplace spanning investment banking, debt capital markets, institutional finance, retail lending and asset management.
    • A journey that will challenge and reward you in a manner few others will.

    Skills

    Legal

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    About Company

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