Relationship Manager

Responsibilities

• Acquire, build, and maintain strong relationships with channel partners including IFA, MFD, and RIA.
• Demonstrate 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.
• 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 managing relationships with Channel Partners (IFA/MFD/RIA).
• Proven track record in a Private Bank or Wealth Management setup.
• Strong understanding of wealth management products, specifically Debentures, AIFs, and PMS.
• Excellent communication, presentation, and negotiation skills.
• Ability to work independently and thrive in a fast-paced environment.

Preferred Qualifications

• Relevant regulatory certifications such as AMFI or NISM.

About the Company

Yubi 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 technology.