highlisted

Director / VP - Family office

Yubi·Chennai

Pay not stated10–15 yrsFull-time

Read from the company's own careers page; you apply on their site.

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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
  • Digital marketing
  • Capital markets
  • Social media
  • Portfolio management
  • Mutual funds
  • Any graduate

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