AVP - CredBond Account Management

About The Team And Role

The role is for Yubi’s bond platform, Yubi Invest, focused on Clients (Corporates and New Age Companies) for Yubi’s bond platform. The Yubi Invest team has been tasked with ensuring that the platform user experience on the marketplace is optimal, simultaneously holding responsibility for the revenue streams of the company. The team is looking to expand by adding an Associate / Senior Associate to increase our coverage on issuers. Specifically, the role will entail coverage of issuers to increase flow of primary bonds on the Yubi Invest platform

• Managing clients in his/her portfolio with respect to understanding their debt requirement, working towards fulfilling the same via platform
• Onboard and run coverage of issuers for origination of primary and opportunities for Credit Funds, AIF and FPI investors
• Liaise and help structure financial products for the issuer, understand end to end business models of issuers, act as a facilitator and close the deal.
• Identify issuers, originate fundraising process from various Credit Funds, AIFs and FPI investors
• Drive legal negotiation/documentation with funding counterparties alongside counsel and internal product operations team
• Manage existing and potential issuer relationships to increase activity on the platform
• Working on Annual Operating plans, hiring plans, business plans & projections on a periodic basis
• Spearheading hiring efforts to ensure that team is in place to achieve business goals
• Driving cultural values & ethos within the team & ensuring cultural fitment in line with the org
• Work as an enabler for functional heads/team managers/team leads by bridging any gaps w.r.t to technology, human resources, capital deployment
• Run the marketing process for individual deals on the platform and more holistically for the company from a capital market perspective by creating issuer/investor artefacts, engaging in webinars, etc
• 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
• Assist in creating product roadmap and strategy in collaboration with other teams like tech and product

Requirements

• • Strong experience in defining and documenting product requirements, functional specifications and market research

• Possess 5-10 years of relevant experience in one of the following will be preferred – Corporate Banking/Treasury/Client Relationship Management/Rating Agency/Business development/Partnership management or other relevant experience in financial services across debt capital markets / selling financial product
• Platform Sales Experience preferred
• Qualifications: CA / MBA from a Top institute in the country
• Certification: CA/CFA/FRM will be given a preference
• Understanding of products like NCDs, CPs, MLDs.
• Be brilliant with numbers, analysing financial statements, interpreting data, and solving problems
• Has a strong context of building and managing business relationships – is comfortable across various levels of an organisation (CXOs to analysts)
• Be the bridge between the issuers and internal teams to drive the deal closures
• Demonstrate high level of analytical skills; judge situations and think on feet
• Ability to juggle multiple priorities while working across teams
• Excellent communication and presentation skills

Benefits

• • Apart from the unique opportunity of transforming the debt market, our benefits include:
  • 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
  • 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
  • Childcare 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

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