Job Description:
Equirus Wealth Private Limited
Job Description
About Equirus
About Equirus
Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
For more details you can visit us at www.equirus.com
Equirus Asset Management: Established in 2016, manages client portfolios with a team of seasoned professionals bringing 50+ years of combined experience. Equirus boasts of a strong team with wide and varied experience, employing a non-model portfolio approach focusing on 25 high-conviction ideas which are witnessing earnings growth typically 1.5x-2x of nominal GDP growth at reasonable valuations. Flagship scheme Equirus Long horizon has delivered alpha over benchmark over long term and medium term. We offer small-cap and multi-cap strategies through PMS, start-up investing through our CAT-1 AIF, and have now launched the Equirus Long Horizon Offshore Investments Fund, which is live and available for investments by Non-Resident Indians (NRIs) and foreign investors
For more details you can visit us at www.equirus.com
Position / Role Title
AMC Sales Support
Job description
The Sales Support function plays a crucial role in enabling the Sales Team to perform effectively by managing backend processes, ensuring operational efficiency, and enhancing the overall customer experience. This role acts as a key liaison between the Sales Team and various internal departments, facilitating the smooth execution of the sales cycle.
Roles and Responsibilities:
- Sales Coordination:
Support the Sales Team by coordinating client interactions, managing meeting follow-ups, and preparing sales presentations or proposals. -
Documentation Management:
Assist in accurate and timely completion of client onboarding documents, investment forms, and KYC compliance as per regulatory requirements. -
Internal Liaison:
Work closely with operations, compliance, legal, and marketing teams to ensure smooth handling of sales-related activities and issue resolution. -
Data Management & Reporting:
Maintain and update CRM systems, track sales leads, and generate regular MIS reports for the sales leadership. -
Client Communication:
Respond to basic client queries, provide product or process information, and ensure prompt resolution or escalation to relevant teams. -
Marketing Support:
Coordinate the distribution of marketing materials, sales kits, product notes, and event logistics for distributor or client engagements. -
Compliance Coordination:
Ensure all sales processes adhere to internal compliance policies and SEBI regulations.
Location
Mumbai
Role Requirement
- Graduate/Postgraduate (preferably in Commerce, Business, or Finance)
- 4–6 years of experience in a similar role, preferably within AMC
- Strong communication and coordination skills
- Proficiency in MS Office and CRM systems
- Attention to detail and ability to manage multiple priorities
- Understanding of mutual fund or investment product sales processes is a plus
About the Job:
Salary:
Negotiable
Company:Equirus
Role :AMC Sales Support - Mumbai
Category:Asset Management - Sales & Business Development
Location:Mumbai, India, Asia
Employment Type:Full time
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