Director Sales - Family Office

Responsibilities

• Onboard and engage with UHNIs, Family Offices, and Corporate Treasuries regarding their investment appetite.
• Manage client portfolios across various products including debt, equity, PMS, AIF, and Mutual Funds.
• Provide thought leadership at various forums regarding investment trends and portfolio management.
• Collaborate with Product, Legal, and Risk teams to curate relevant products and pitch bespoke deals based on client risk profiles.
• 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 for presenting debt products to high-net-worth clients.
• Proficiency in leveraging social media 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 financial services.