Job Description :-
Snapshot of Key responsibilities:
To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD's PTCs, etc.
To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals.
If interested please feel free to reach out or share your updated resume
About Company:-
Yubi is a complete corporate Debt Solution and a Unified Credit Platform built to provide end-to-end tech infrastructure powering the credit lifecycle
Employment Type: FULL_TIME
