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Account Manager - Client Success Management



Customer Service, Sales & Business Development
Posted on Friday, July 21, 2023

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

Company Description:
Located in Satellite, Ahmedabad (Gujarat), Corpository is a data aggregator turned data science company offering end-to-end automated, complete lifecycle solutions for credit evaluation, forensic analysis, corporate due diligence, portfolio monitoring and smart lead generation. Corpository aims at building technologies and solutions to aggregate, curate, inter-relate, visualize, analyze the digital data and deliver powerful guidance for business decisions. They create data-visualization tools that make it easier to understand data and uncover patterns, enabling quicker data-driven analysis and decision-making, faster turnaround time and heightened competitive edge. In April 2022, Corpository was acquired by Yubi (formerly known as CredAvenue). 
About Yubi: 
Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.
In March 2022,  we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.  In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place.
All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. 
●      Yubi Loans – Term loans and working capital solutions for enterprises.
●      Yubi Invest – Bond issuance and investments for institutional and retail participants.
●      Yubi Pool– End-to-end securitisations and portfolio buyouts.
●      Yubi Flow – A supply chain platform that offers trade financing solutions.
●      Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. 
Currently, we have onboarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR 40,000 crore.  Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionizing the segment.   
At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact.
Come, join the club to be a part of our epic growth story.  
Inviting applications for the role of Account Manager – Client Success Management Team
Roles and Responsibilities:-
  • Managing accounts and business development activities with existing and new clients, with continuous on-the-go support and services for all existing clients in BFSI space.
  • Will be responsible for all training to be imparted to users across existing and new clients.
  • Should be able to co-ordinate with Product and Tech team for all user requirements, and bridge the gap between clients and technical team
  • Working constantly for client success engagement, and developing relationships with existing clients to up-sell/cross sell other products of the Company.
  • Facilitating end to end setup of products and services with existing and new clients and sharing reports with management and stakeholders.
  • Strong attention to detail and ability to multi task when working towards deadlines.
  • Managing service operations for rendering and achieving quality services; providing first line customer support by answering queries & resolving their issues while ensuring minimum TAT.
  • Well versed in preparing presentations and reports including commercial proposals, e-mailers and other marketing material as required for both, customers as well as internal stakeholders and management
  • Over viewing the accounts allocated in terms of usage of the Co services, the billing reconciliation, payment and also other formalities in terms of on boarding the clients.
  • Responsible for questionnaire, customer feedback form – design and implementation.
  • In-Depth knowledge of Credit Evaluation process in terms of lending, and should be well versed in understanding the financials including ratio analysis of any company, and also should have good knowledge domain in terms of various other parameters such as GST, External Ratings,Litigation etc.


Skills Required:-
  • Minimum 1-3 years of experience in Account Management Role or Credit Underwriting (Preferred Domain: BFSI)
  • Good Communication and writing skills and also be able to build relationship with existing clients and up-sell/cross sell with them.
  • Strong problem solving skills paired with the ability to develop creative and effective solutions.
  • Ability to multitask across multiple clients and projects simultaneously in a diverse distributed delivery setup.
  • Good domain knowledge of BFSI space, Forensics industry and also in depth knowledge of credit evaluation process and understanding financials, ratio analysis of any company.
  • Competency in Microsoft applications including Word, Power point and Excel.
  • Candidates who are qualified as CA, CA(Inter), CS/ICWA or MBA (Finance)