AVP- Family Office Coverage
Yubi
About us
Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility.
From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products
Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles.
Job Description
About the team and role
The role is for Yubi’s bond platform, YubiInvest, for covering wealth investors. Specifically, the role will entail active prospecting of risk appetite from UHNIs/family offices/corporate treasuries and to raise debt via NCDs/CPs/PTCs for large and mid-corporate clients across sectors.
Key responsibilities
Engage with HNIs, family offices and corporate treasuries on their investment appetite
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
Manage existing and potential investor relationships to increase activity on the platform.
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 it relates to capital markets.
Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs
Desired Skills and Experience
Have strong understanding of family office requirements and debt product offerings (8-10 years of work experience with a wealth house would be preferred)
Strong communication skills and the ability to pitch myriad debt products to HNIs/family offices would be essential
Ability to leverage social media platforms and other digital marketing channels to pitch product offerings
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