Relationship Manager - Wealth

Responsibilities

• Acquire, build, and maintain strong relationships with channel partners including IFA, MFD, and RIA.
• Demonstrate deep expertise in wealth management products such as Debentures, AIFs, PMS, MFs, and corporate bonds.
• Educate clients on the features, benefits, and risks associated with various investment products.
• Identify new business opportunities and generate leads through networking and referrals.
• Drive business growth by effectively cross-selling wealth management products and services to existing clients.
• Achieve revenue targets and contribute to the overall growth of the wealth management business.
• Conduct thorough due diligence on investment products and maintain accurate compliance records.
• Organize and assist in seminars, workshops, and other business development activities.

Requirements

• Graduate or Master’s Degree in finance, business administration, or a related field.
• Minimum of 3 years of experience building and managing relationships with Channel Partners (IFA/MFD/RIA).
• Strong understanding of wealth management products, specifically Debentures, AIFs, and PMS.
• Proven track record of achieving sales targets and incentives.
• Excellent communication, presentation, and negotiation skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• AMFI or NISM certification is preferred.

About the Company

Yubi (formerly CredAvenue) is a leading fintech unicorn re-defining global debt markets. We provide a holistic product suite that facilitates the discovery, investment, and fulfillment of debt solutions for borrowers, lenders, and investors. Backed by marquee investors like Sequoia Capital and Insight Partners, Yubi is transforming the global institutional debt market through cutting-edge technology.