About EquiBoost FinServ Pvt Ltd EquiBoost FinServ Pvt Ltd is a fastgrowing Wealth Management and Financial Advisory firm dedicated to helping individuals HNIs NRIs and corporates achieve their financial goals We provide comprehensive wealth management solutions across Mutual Funds Equities PMS AIFs Insurance Loans Financial Planning and other investment products As we continue to expand we are looking for an experienced professional who can independently manage operations while leading a highperforming team Position Summary We are looking for a Senior Manager with prior experience in a Financial Advisory Wealth Management Stock Broking Mutual Fund Distribution or Capital Market organization The ideal candidate should possess solid leadership capabilities operational excellence sound knowledge of financial products and the ability to manage client servicing and internal teams efficiently This position is strictly for experienced professionals Freshers or candidates without relevant industry experience should not apply Key ResponsibilitiesOperations Management Oversee endtoend operational activities Ensure smooth execution of client transactions Manage account opening KYC compliance documentation and operational workflows Coordinate with AMCs RTAs Brokers Custodians Banks and other intermediaries Monitor operational efficiency and implement process improvements Ensure adherence to SEBI AMFI and regulatory guidelines Team Leadership Lead mentor and supervise the operations and client servicing team Allocate responsibilities and monitor team performance Conduct regular reviews and training sessions Build a culture of accountability and excellence Client Relationship Management Support Relationship Managers in delivering superior client experience Resolve escalated client queries efficiently Ensure timely execution of investmentrelated requests Maintain high client satisfaction standards Financial Products Capital Markets The candidate should possess practical knowledge of Mutual Funds SIF Smallcase Equity Markets SIP STP SWP Bonds Fixed Income Portfolio Management Services PMS Alternative Investment Funds AIF Insurance Products Financial Planning Capital Market operationsProcess Compliance Ensure compliance with internal policies and regulatory requirements Maintain operational records and documentation Coordinate with auditors and compliance professionals whenever required Required Qualifications Graduate in Commerce Finance Business Administration or related field MBA Finance CA Inter NISM Certifications will be an added advantage Experience Required Minimum 23 years of relevant experience in Wealth Management Financial Advisory Mutual Fund Distribution Stock Broking Capital Markets Investment Advisory Only candidates with relevant industry experience should apply What We Offer Leadership role in Knowledge of Mutual Funds and Financial Products Excellent operational management skills Team handling experience Leadership abilities Strong communication and interpersonal skills Client relationship management Problemsolving mindset Attention to detail Good knowledge of Microsoft Excel and CRM software Compensation 360 000 00 600 000 00 per year Benefits Cell phone reimbursement Leave encashment Paid sick time Paid time off Work Location In person