Director Sales - Family Office

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.

What you'll do

• Onboard and engage with HNIs, Family offices and Corporate treasuries on their investment appetite across investment products and managing portfolio for them
• Partner cross-functionally with our Product, Legal and Risk teams to understand products specific to situations
• Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs

What you need

• 10–15 yrs of experience
• Sales
• Capital markets
• Digital marketing
• Mutual funds
• Lead generation
• Portfolio management
• Any graduate