Bengaluru Karnataka Financial advisor distributor mutual fund Jobs – 4 Open Jobs Today

Deputy Vice President
Yubi Markets —Bengaluru, Karnataka
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Financial services
- Flexible schedule
Senior Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
- Flexible schedule
Portfolio Manager
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Financial services
- Flexible schedule

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Deputy Vice President

Yubi Markets
Bengaluru, Karnataka

Apply Now

Job details

Full-time

Qualifications

Corporate accounting
Finance
Master's degree
Bachelor's degree
Accounting
Corporate finance
Relationship management
MBA
Chartered Financial Analyst
Financial acumen
Banking
Negotiation

Full job description

Job Information

Company

Yubi Markets

Date Opened

04/15/2026

Job Type

Full time

Industry

Technology

City

Bangalore

State/Province

Karnataka

Country

India

Zip/Postal Code

560001

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

Yubi Markets is a wholly-owned subsidiary of Yubi Group, India’s pioneering and largest debt platform. We stand at the forefront of enterprise finance and wealth distribution, creating a unified and powerful ecosystem for capital. At our core, we provide comprehensive enterprise finance solution including but not limited to term loans, working capital, NCDs,CCD’s and unlisted equity to corporations across the spectrum, from agile SMEs/MSMEs to large listed entities. Complementing this, we are the home of Aspero, India’s premier Online Bonds Platform (OBP), which is revolutionizing access to fixed-income investments.

Our unique strength lies in our unparalleled multi-channel distribution network. We seamlessly connect products with capital through a vast and diverse channel partner ecosystem, including:

National Distributors & Institutions
Family Offices & Corporate Treasuries
Banks & NBFCs
IFAs & Mutual Fund Distributors (MFDs)

By integrating deep institutional expertise with cutting-edge digital platforms and a ubiquitous distribution footprint, Yubi Markets is uniquely positioned to transform how capital is sourced, structured, and distributed in India. Joining us means being at the center of this transformation, with the tools and reach to execute deals of significant scale and impact.

Position: Deal Originator & Execution Lead - Enterprise Finance

Role Overview: We are seeking a Lead Deal Originator to own the end-to-end deal lifecycle for our comprehensive enterprise finance suite under Yubi Markets. You will be responsible for sourcing, structuring, negotiating, and executing transactions for SMEs, MSMEs, and large corporates (both listed and unlisted). A key differentiator of this role is the responsibility to drive deals from initial pitch to final close, including the negotiation of all commercial terms and agreements.

Key Responsibilities:

1. Deal Origination & Strategy:

Proactively originate transactions across the complete product suite: Working Capital, Term Loans, NCDs, CCDs, Promoter Finance, Supply Chain Finance, and Unlisted Equity.
Develop and execute a targeted origination strategy to build a robust pipeline within the SME, MSME, and large corporate segments.
End-to-End Deal Execution & Negotiation:
Term Sheet Leadership: Lead the structuring and negotiation of term sheets for all product types, aligning terms with client needs and internal risk parameters, Lenders & institutional investors.
Commercial Documentation: Own the negotiation and closure of engagement letters and fee letters, ensuring clear terms of mandate and compensation.
Credit Coordination: For NCD, CCD & unlisted Equity transactions, act as the primary liaison with the internal Credit & Risk team. Coordinate the flow of information, facilitate due diligence, and advocate for the transaction while ensuring adherence to credit policy.
Process Management: Manage the entire execution timeline, coordinating with external advisors (legal, Lenders, Insti Investors) and internal teams (legal, compliance, operations) to ensure efficient closing.

2. Product & Client Expertise:

Develop deep expertise in the nuanced needs of SME, MSME, and large corporate clients.
Structure bespoke solutions by blending different products from our suite (e.g., combining a term loan with supply chain finance).

Required Qualifications & Skills

8-12+ years of experience in corporate banking (relationship management/structured finance), investment banking, or private credit/debt funds.
A proven track record of originating and closing transactions within the Indian SME & MSME segment, as well as with larger corporates.
Hands-on experience with the documentation and negotiation of term sheets, engagement letters, and fee letters.
Demonstrable experience in NCD/private debt deals, with a clear understanding of the credit process and rating considerations (BBB to AA).
Negotiation & Structuring: Superior negotiation skills and the ability to structure balanced, executable term sheets.
Stakeholder Management: Excellent ability to coordinate between clients, internal credit teams, and external advisors to drive consensus.
Financial Acumen: Strong understanding of corporate finance, accounting, and credit fundamentals to engage effectively with clients and credit analysts.
Bachelor's & or Masters degree in Finance, Commerce, or related field. An MBA or CA CFA qualification is highly preferred.

Requirements

8-12+ years of experience in corporate banking (relationship management/structured finance), investment banking, or private credit/debt funds.
A proven track record of originating and closing transactions within the Indian SME & MSME segment, as well as with larger corporates.
Hands-on experience with the documentation and negotiation of term sheets, engagement letters, and fee letters.
Demonstrable experience in NCD/private debt deals, with a clear understanding of the credit process and rating considerations (BBB to AA).
Negotiation & Structuring: Superior negotiation skills and the ability to structure balanced, executable term sheets.
Stakeholder Management: Excellent ability to coordinate between clients, internal credit teams, and external advisors to drive consensus.
Financial Acumen: Strong understanding of corporate finance, accounting, and credit fundamentals to engage effectively with clients and credit analysts.
Bachelor's & or Masters degree in Finance, Commerce, or related field. An MBA or CA CFA qualification is highly preferred.

Apply Now

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