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 https://www.equiruswealth.com/
Position / Role Title
Product & Marketing
This role reports to the Chief Business Officer
Job description
Roles and Responsibilities:
Product Strategy & Development
- Define the product roadmap and positioning in alignment with the overall business strategy.
- Lead the end-to-end new product development process, including ideation, feasibility assessment, internal alignment, SEBI filing, and product launch.
- Identify gaps and opportunities in the product suite based on evolving investor preferences, competition, and market environment.
Product Management
- Own the performance monitoring and lifecycle management of existing products.
- Review and optimize product pricing in line with market trends and investor expectations.
- Conduct periodic product rationalization reviews to ensure relevance and profitability.
Market & Competitor Analysis
- Conduct detailed analysis of the market, investor behavior, competitor offerings, and regulatory developments.
- Generate insights to inform product development, positioning, and marketing strategies.
Cross-Functional Collaboration
- Work closely with investment teams to ensure product design aligns with investment capabilities.
- Liaise with compliance and legal teams to ensure adherence to regulatory requirements.
- Coordinate with marketing and sales for effective go-to-market strategies and product messaging.
Marketing & Sales Enablement
- Develop product communication strategies, including positioning, content creation, and campaign planning.
- Enable sales through tools, product decks, training sessions, FAQs, and client presentations.
- Ensure accurate and timely updates across all investor touchpoints including websites, factsheets, and disclosure.
Regulatory & Compliance
- Ensure all product documents, communications, and features meet SEBI and internal compliance standards.
- Regularly update product materials in line with regulatory changes or business updates.
Regulatory & Compliance
- Ensure all product documents, communications, and features meet SEBI and internal compliance standards.
- Regularly update product materials in line with regulatory changes or business updates.
Location
Mumbai
Role Requirement
- MBA or equivalent qualification.
- 8–15 years of experience in product role within the PMS / AIF / Mutual Fund industry.
- Proficient in data analysis and presentation tools (Excel, PowerPoint, etc.).
- Strong interpersonal and stakeholder management skills.
- Ability to work in a rapid-paced, cross-functional environment.
NISM XXI A PMS distributors certified
About the Job:
Salary:
Negotiable
Company:
Equirus
Role :
Product & Marketing (Asset Management)
Category:
Asset Management
Location:
Mumbai, India, Asia
Employment Type:
Full time
📌 Product & Marketing (Asset Management) (India)
🏢 Equirus
📍 India