Yubi/Branch Manager
Job Summary
Job Description
This role involves acquiring, building, and maintaining strong relationships with high-net-worth individuals to understand their financial goals. The manager will demonstrate expertise in various wealth management products, including Debentures, AIFs, PMS, MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, and educate clients on their features, benefits, and risks. Key responsibilities also include identifying new business opportunities and generating leads through networking and referrals. Yubi is a complete corporate Debt Solution and a Unified Credit Platform.
Must have:
- Acquire, build and maintain strong relationships with high-net-worth individuals.
- Understand clients' financial goals and objectives.
- Demonstrate expertise in wealth management products (Debentures, AIFs, PMS, MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs).
- Educate clients on features, benefits, and risks of wealth management products.
- Identify new business opportunities and generate leads through networking and referrals.
2 skills required
Job Details
Job Description
Snapshot of Key responsibilities:
- To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
- To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc.
- To educate clients on the features, benefits, and risks associated with various wealth management products.
- To identify new business opportunities and generate leads through networking and referrals.
If interested please feel free to reach out or share your updated resume
About Company:
Yubi is a complete corporate Debt Solution and a Unified Credit Platform built to provide end-to-end tech infrastructure powering the credit lifecycle
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