Yubi - Relationship Manager

As per our discussion on call Please find below JD for your reference.

Company Name : Yubi

Role: Wealth RM / Senior RM

Location : Chennai & Coimbatore

Experience : 3years to 8years

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 n...