Yubi - AVP - Sales - B2B2C

The role is to cover wealth investors. Specifically, the role will entail active prospecting of risk appetite from HNIs/Family offices/Wealth distributors, and raising debt via /CPs/PTCs/NCDs for large and mid-corporate clients across sectors.

Key Responsibilities:

- Ability to understand the larger industry, organization's priorities, and develop a clear roadmap for third party & products.

- Develop and execute a comprehensive sales strategy that targets both business partners (B2B) and end customers (B2C) within the wealth management ecosystem.

- Identify, approach, and secure strategic partnerships with Banks, NBFCs, Asset managers, Advisory firms, and Fintech companies.

- Coordinate with internal wealth management teams to tailor product offerings and solutions that meet the diverse needs of B2B and B2C segments.

- Manage the entire sales cycle-from prospecting and lead generation to deal negotiation and closing-while ensuring compliance with internal policies and regulatory requirements.

- Build, maintain, and nurture lasting relationships with partners, ensuring strong collaboration and a mutual drive towards growth.

- Collaborate with marketing and product development teams to design go-to-market campaigns, sales collateral, and product demonstrations that resonate with target audiences.

- Monitor market trends, competition, and customer feedback to refine strategies and enhance the overall value proposition.

- Track, analyze, and report on sales performance metrics, adjusting tactics as needed to meet or exceed revenue targets.

- Organize and participate in industry events, conferences, and networking opportunities to represent the wealth business and expand industry presence.

Desired Skills and Experience

- Preferably a Master's degree in Business, Finance, Marketing/ CA, or a related field.

- Proven experience in a B2B2C sales role within the wealth management, financial services, or fintech domain.

- Strong understanding of wealth management products including mutual funds, PMS, AIFs, insurance, and other investment products/solutions.

- Excellent communication, negotiation, and relationship management skills.

- Ability to work collaboratively across teams and foster strong interdepartmental relationships.

- Results-oriented mindset with a track record of achieving sales targets in a competitive market.

- Have a strong understanding of the wealth segment and product offerings (8 - 10) years of work experience with a wealth house would be preferred.