Wealth b2b Jobs

AVP Sales B2B2C - National Wealth Distributors
Yubi —Mumbai, Maharashtra
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Sr Relationship Manager - Wealth - Indore - M.G. Road - MM
TATA Capital —India
- Full-time
- Bachelor's degree
Wealth Manager B2B
Choice Equity Broking Pvt. Ltd —Mumbai, Maharashtra
- ₹3,33,440.99 - ₹7,00,000.00 a year
- Full-time
- Finance
- Business development
- Bachelor's degree
- Food provided
Quick apply
2d
Relationship Manager - Wealth Management
FundTQ —Gurugram, Haryana
- ₹25,000 - ₹55,000 a month
- Online application
- Microsoft Excel
- Master's degree
- Bachelor's degree
- Health insurance
- Paid sick time
Quick apply
1h
Business Development Associate- Real Estate
Credvest —Bengaluru, Karnataka
- ₹35,000 - ₹65,000 a month
- Full-time
- Bilingual
- Sales
- Master's degree
- Health insurance
- Food provided
Quick apply
2d
Sales Executive - Stanley, Bangalore
Stanley Black & Decker —Koramangala, Bengaluru, Karnataka
- Full-time
- Sales
- Master's degree
- Bachelor's degree
- Health insurance
22h

I want to receive the latest job alerts for wealth b2b

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth b2b jobs near

Business Development Executive jobs in Bengaluru, Karnataka

Sales Executive jobs in Koramangala, Bengaluru, Karnataka

Wealth Manager jobs in Mumbai, Maharashtra

Wealth Management Director jobs in Mahim, Mumbai, Maharashtra

Supply Chain Management jobs in Kerala

Wealth Management Director jobs in Mumbai, Maharashtra

Director Finance jobs in Remote

School Director jobs in Punjab

Shift Leader jobs in Bengaluru, Karnataka

Shift Leader jobs in Chennai, Tamil Nadu

Shift Leader jobs in Coimbatore, Tamil Nadu

Receptionist,hotel,night Shift jobs in Dehradun, Uttarakhand

Shift Leader jobs in Surat, Gujarat

Night Shift ,hospital jobs in Hyderabad, Telangana

Night Shift Driver jobs in Saket, Delhi, Delhi

Hospital Night Shift jobs in Ghaziabad, Uttar Pradesh

Back Office Executive jobs in Vadodara, Gujarat

Business Development Executive jobs in Gandhipuram, Coimbatore, Tamil Nadu

Business Development Executive jobs in Surat, Gujarat

Business Development jobs in Salem, Tamil Nadu

AVP Sales B2B2C - National Wealth Distributors

Yubi
Mumbai, Maharashtra

Apply Now

Job details

Full-time

Qualifications

Finance
Master's degree
Bachelor's degree
Relationship management
Product demos
Communication skills
Negotiation

Full job description

Job Information

Company

Yubi

Date Opened

06/27/2025

Job Type

Full time

Industry

Financial Services

City

Mumbai

State/Province

Maharashtra

Country

India

Zip/Postal Code

400051

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, formerly known as CredAvenue, is redefining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.

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.

In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest, and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance.

- Yubi Loans - Term loans and working capital solutions for enterprises.

- Yubi Invest - Bond issuance and investments for institutional and retail participants.

- Yubi Pool- End-to-end securitisations and portfolio buyouts.

- Yubi Flow - A supply chain platform that offers trade financing solutions.

- Yubi Co.Lend - For banks and NBFCs for co-lending partnerships.

Currently, we have onboarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR 100,000 crore.

Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionizing the segment.

At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 700+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story.

About the team and role

About the Role:

The role is to cover wealth distributors. Specifically, the role will entail active prospecting of risk appetite from wealth distributors (National Distributors), and place fixed income products both primary & secondary issuances along with other wealth products such as CCD/Unlisted Equity/REITs/INVITs.

Key Responsibilities:

Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for placement of multi products with ND’s

Develop and execute a comprehensive sales strategy that targets both business partners, CIO’s, Head of Products within the wealth management ecosystem.

Identify, approach, and secure strategic partnerships with banks, NBFCs, asset managers, advisory firms, and fintech companies.

Coordinate with internal wealth management teams to tailor product offerings and solutions that meet the diverse needs of B2B segments.

Manage the entire sales cycle—from prospecting and lead generation to deal negotiation and closing—while ensuring compliance with internal policies and regulatory requirements.

Build, maintain, and nurture lasting relationships with partners, ensuring strong collaboration and a mutual drive towards growth.

Collaborate with marketing and product development teams to design go-to-market campaigns, sales collateral, and product demonstrations that resonate with target audiences.

Monitor market trends, competition, and customer feedback to refine strategies and enhance the overall value proposition.

Track, analyze, and report on sales performance metrics, adjusting tactics as needed to meet or exceed revenue targets.

Organize and participate in industry events, conferences, and networking opportunities to represent the wealth business and expand industry presence.

Requirements

Desired Skills and Experience

Bachelor’s degree in Business, Finance, CA/CFA, or a related field (Master’s degree preferred).

Proven experience in a ND sales role within the wealth management, financial services, or fintech sectors.

Strong understanding of wealth management products including but not limited to Fixed Income, mutual funds, PMS, AIFs, insurance, and other investment solutions.

Excellent communication, negotiation, and relationship management skills.

Ability to work collaboratively across teams and foster strong interdepartmental relationships.

Results-oriented mindset with a track record of achieving sales targets in a competitive market.

Have a strong understanding of the wealth segment and product offerings (6 - 10) years of work experience with a wealth house would be preferred.

Apply Now

Refine Your Search

AVP Sales B2B2C - National Wealth Distributors

Sr Relationship Manager - Wealth - Indore - M.G. Road - MM

Wealth Manager B2B

Relationship Manager - Wealth Management

Business Development Associate- Real Estate

Sales Executive - Stanley, Bangalore

I want to receive the latest job alerts for wealth b2b

Explore jobs in more locations

Job Information

About Us

Job Description

Requirements

Jobseeker tools

Employer Tools

Browse

Stay Connected