Gujarat Financial advisor Jobs – 127 Open Jobs Today

Branch Head - Ahmedabad
Yubi —Ahmedabad, Gujarat
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Relationship Manager - IFA, Ahmedabad
Aditya Birla Group —Gujarat
- Management
7d
Customer Success Manager - Ahmedabad
YuCollect —Ahmedabad, Gujarat
- Full-time
- Travel
- Financial services
Relationship Manager-Investment-Surat-125k
RISHI JOBS —Surat, Gujarat
- ₹12 - ₹15 an hour
- Master's degree
- Bachelor's degree
- Financial services
Quick apply
Customer Success Manager - Surat
YuCollect —Surat, Gujarat
- Full-time
- Travel
- Financial services
Senior Software Engineer – Trading Systems (OMS Pod)
Trading Technologies —Ahmedabad, Gujarat
- Full-time
- C++
- Scripting
- AI
- Paid holidays
- Paid time off
Customer Success Manager - Rajkot
YuCollect —Rajkot, Gujarat
- Full-time
- Travel
- Financial services
C++ Software Engineer, FX, Prices
Trading Technologies —Ahmedabad, Gujarat
- Full-time
- Analysis skills
- C++
- Agile
Senior Software Engineer - Service Reliability
Trading Technologies —Ahmedabad, Gujarat
- Full-time
- Hybrid work
- C++
- Computer networking
- Linux
- Paid holidays
- Paid time off
Quick apply
Senior Software Engineer - Power Markets
Trading Technologies —Ahmedabad, Gujarat
- Full-time
- Hybrid work
- Java
- AWS
- C++
- Paid holidays
- Paid time off
Quick apply
Loan Officer
Global Garner Sales Services —Ahmedabad, Gujarat
Forward Deployed Engineer
Convegenius —Ahmedabad, Gujarat
- APIs
- AI
- Communication skills
- Health insurance
Quick apply
SMSF Assistant
Safebooks Global —Ahmedabad, Gujarat
- Full-time
- Microsoft Excel
- Bachelor's degree
- Accounting
Quick apply

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Client Relationship Manager 1+ Years Experience | Ahmedabad (WFO)
Intesols Private Limited —Ambawadi, Ahmedabad, Gujarat
Maintain positive client relationships and ensure customer satisfaction. Pay: Up to ₹40,000.00 per month. Handle client queries and provide timely resolutions.
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Branch Head - Ahmedabad

Yubi
Ahmedabad, Gujarat

Apply Now

Job details

Full-time

Qualifications

Wealth management
Finance
Master's degree
Bachelor's degree
Financial services
Business Administration
Communication skills
Negotiation

Full job description

Job Information

Company

Yubi

Date Opened

08/18/2025

Job Type

Full time

Work Experience

10-15 years

Industry

Financial Services

City

Ahmedabad

State/Province

Gujarat

Country

India

Zip/Postal Code

380058

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.

Job Description

About Yubi

Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, 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. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories.

Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.

About the Job:

The Branch Head at Yubi Markets is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services.

Roles & responsibilities

To acquire, build and maintain strong relationships with IFA, MFD & RIA.
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 weal

the management products.To identify new business opportunities and generate leads through networking and referrals.

To drive business growth by effectively cross-selling wealth management products and services to existing clients.
To achieve revenue targets and contribute to the overall growth of the wealth management business.
To conduct thorough due diligence on investment products and providers to mitigate risks.
To maintain accurate records of client interactions and transactions in accordance with compliance standards.
To conduct and assist in organizing seminars, workshops and other business development activities.

Requirements

Key Requirements:

Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up.
Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 8 years.
Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc.
Strong communication sales and a track record of achieving targets and achieving incentives.
Should have excellent communication, presentation, and negotiation skills.
Should have the ability to work independently and as part of a team in a fast-paced environment.
Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
To maintain accurate records of client interactions and transactions in accordance with compliance standards.
To conduct and assist in organizing seminars, workshops and other business development activities.

Benefits

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

Apply Now

Refine Your Search

financial advisor jobs in gujarat

Branch Head - Ahmedabad

Relationship Manager - IFA, Ahmedabad

Customer Success Manager - Ahmedabad

Relationship Manager-Investment-Surat-125k

Customer Success Manager - Surat

Senior Software Engineer – Trading Systems (OMS Pod)

Customer Success Manager - Rajkot

C++ Software Engineer, FX, Prices

Senior Software Engineer - Service Reliability

Senior Software Engineer - Power Markets

Loan Officer

Forward Deployed Engineer

SMSF Assistant

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