Senior Associate
BengaluruFull-timeMid levelPosted 1 week ago
Mid-level sales role at Yubi in Bengaluru. Needs a CA, CFA or B.Com.
About the role
The role is to cover wealth distributors. Specifically, the role will entail active prospecting of risk appetite from wealth distributors (National Distributors), and place fixed income products both primary & secondary issuances along with other wealth products such as CCD/Unlisted Equity/REITs/INVITs.
What you'll do
- Target both business partners, CIO’s, Head of Products within the wealth management ecosystem
- Identify, approach, and secure strategic partnerships with banks, NBFCs, asset managers, advisory firms, and fintech companies
- Coordinate with internal wealth management teams to tailor product offerings and solutions that meet the diverse needs of B2B segments
- Manage the entire sales cycle—from prospecting and lead generation to deal negotiation and closing—while ensuring compliance with internal policies and regulatory…
- Build, maintain, and nurture lasting relationships with partners, ensuring strong collaboration and a mutual drive towards growth
What you need
- Sales
- Negotiation
- Mutual funds
- Wealth management
- Capital markets
- Target achievement
Good to have
- CFA
- Go-to-market