Director Sales - Family Office

Yubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. 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.

About the role

The role is for Yubi Markets, to cover investors. Specifically, the role will entail active prospecting of various categories of investments from UHNIs / Family offices / Corporate treasuries including debt, equity, PMS, AIF and Mutual Funds.

Key responsibilities

• Onboard and engage with HNIs, Family offices and Corporate treasuries on their investment appetite across investment products and managing portfolio for them.
• Thought leadership at various forums for family offices, treasuries and HNIs for managing their portfolios and investment trends as well as inputs at Yubi Markets for curating relevant products by engaging with Products team.
• Partner cross-functionally with our Product, Legal and Risk teams to understand products specific to situations, understand the riskt profile of clients to pitch bespoke deals to investors - close deals and optimize returns as it relates to capital markets.
• Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs

Desired Skills and Experience