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Senior Associate - Family Office


Yubi


Location

Mumbai | India


Job description

Yubi, formerly known as CredAvenue, is redefining 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, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.

About the team and role: The role is for Yubi’s bond platform, YubiInvest, to cover wealth investors. Specifically, the role will entail active prospecting of risk appetite from UHNIs/family offices/corporate treasuries and raising 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 they relate to capital markets. Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs.

Desired Skills and Experience: Have a strong understanding of family office requirements and debt product offerings (3-10 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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