Associate Vice President Sales - Family office

Responsibilities

• Onboard and engage with HNIs, family offices, and corporate treasuries regarding their investment appetite across various products.
• Manage client portfolios and provide thought leadership at various forums regarding investment trends and portfolio management.
• Partner cross-functionally with Product, Legal, and Risk teams to understand client risk profiles and pitch bespoke deals.
• Collaborate with the Product team to curate relevant investment products based on market engagement and client needs.
• Expand sales propositions by onboarding investors for specialized portfolio management and risk analysis needs.

Requirements

• 10-15 years of experience in wealth management, preferably within a wealth house.
• Deep understanding of family office requirements and diverse investment product offerings.
• Strong knowledge of structured credit deals and equity markets.
• Excellent communication skills with the ability to pitch complex debt products to UHNIs and family offices.
• Proficiency in leveraging social media and digital marketing channels to promote product offerings.

About the Company

Yubi (formerly CredAvenue) is a leading fintech unicorn re-defining global debt markets by facilitating the flow of finance between borrowers, lenders, and investors. Yubi Markets serves as a one-stop platform for wealth products, dedicated to empowering wealth managers and financial advisors in India through technology and democratized access to high-quality financial products.