Deputy Vice President

Responsibilities

• Onboard and engage with UHNIs, Family offices, and Corporate treasuries regarding their investment appetite and portfolio management.
• Provide thought leadership at various forums for family offices and treasuries 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.
• Expand sales propositions by onboarding investors for 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.
• Exceptional communication and pitching skills, specifically for debt products to high-net-worth clients.
• Proficiency in leveraging social media platforms and digital marketing channels for product pitching.

About the Company

Yubi Markets is a one-stop platform for all wealth products and partners. We bring together a wide range of products designed to enable growth for wealth managers and investors through a powerful technology platform that simplifies complexities and delivers delightful experiences. From disrupting India’s debt market to expanding into global corporate markets, Yubi is a place to unleash potential and explore new avenues in finance.