HNWI Portfolio Strategist

About Yubi Markets :

Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories.

Key Responsibilities :

• Lead the onboarding and engagement process for HNIs, family offices, and corporate treasuries, aligning their investment strategies with a full spectrum of investment products.
• Provide thought leadership at industry forums for family offices, treasuries, and HNIs, helping manage their portfolios and inform investment trends. Collaborate with Yubi Markets' Products team to develop relevant offerings.
• Collaborate cross-functionally with Product, Legal, and Risk teams to understand product specifications and tailor investment solutions to clients' risk profiles, optimizing capital market returns.
• Develop and expand sales propositions by onboarding investors for comprehensive portfolio management and risk analysis solutions.

Desired Skills and Experience :

This role requires a strategic leader with robust industry knowledge and the skill to foster strong client relationships while driving Yubi Markets' growth. If you have a track record of excellence in wealth management and are ready to lead within a dynamic organization, we encourage you to apply.