Yubi - Relationship Manager - Fixed Income Securities

Yubi Invest - Fixed-income securities platform for IFAs/MFDs and wealth managers to channelize client investments in fixed-income securities.

Job Responsibilities:

1. Engage with IFAs/ MFDs and wealth firms on their fixed-income investment appetite

2. Manage the IFAs/MFDs relationships in the Mumbai/Pune market

3. Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc

4. Manage existing and potential IFAs/MFDs relationships to increase activity on the platform.

5. Partner cross-functionally with our Product, Legal, and Risk teams to design products specific to situations, understand the Credit profile of clients to pitch bespoke deals to investors - close deals and optimize tactics as they relate to capital markets.

6. Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs.

Requirements

1. Good understanding of the Mumbai/Pune market and sub-markets within these regions

2. Have a strong understanding of the wealth segment and fixed-income product offerings (2 to 8 years of work experience with an AMC/ wealth house would be preferred).

3. Strong communication skills and the ability to pitch complex products to IFAs/MFDs would be essential.

4. Ability to leverage social media platforms and other digital marketing channels to pitch product offerings