Job Information Company Yubi MarketsDate Opened 09 24 2025Job Type Full timeWork Experience 10-15 yearsIndustry Financial ServicesCity MumbaiState Province MaharashtraCountry IndiaZip Postal Code 400008 About Us Yubi stands for ubiquitous But Yubi will also stand for transparency collaboration and the power of possibility From being a disruptor in India s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential Freedom not fear Avenues not roadblocks Opportunity not obstacles Yubi Markets is a one stop platform for all wealth products partners We bring together a whole range of products which are designed to enable growth for wealth managers and investors All of this through a powerful technology platform which simplifies complexities delivers delightful experiences We understand that clients expect a one-stop shop experience when it comes to financial products NCDs FDs PMS Mutual funds etc We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place 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 Key responsibilities Onboard and engage with HNIs Family offices and Corporate treasuries on their investment appetite across investment products and managing portfolio for them Thought leadership at various forums for family offices treasuries and HNIs for managing their portfolios and investment trends as well as inputs at Yubi Markets for curating relevant products by engaging with Products team Partner cross-functionally with our Product Legal and Risk teams to understand products specific to situations understand the riskt profile of clients to pitch bespoke deals to investors - close deals and optimize returns as it relates to capital markets Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs Requirements Strong understanding of family office requirements and investment product offerings 10-15 years of work experience with a wealth house would be preferred Positive understanding in structured credit deals and equity markets 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

📌 Director Sales - Family Office (Maharashtra)
🏢 Yubi Markets
📍 Maharashtra