Job Description:

Equirus Wealth Private Limited

Job Description

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 and AIF.

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

VP - Sales

This role reports to the Chief Business Officer

Job description

Roles and Responsibilities:

- Driving Sales Across B2B and B2C Channels:
Develop and implement strategies to drive revenue through both business-to-business (B2B) and business-to-consumer (B2C) channels, ensuring alignment with overall company goals.
- Managing and Expanding Distribution Partnerships:
Cultivate and manage relationships with key distribution partners,



including banks, national distributors, and independent advisory firms (IAFs). Focus on expanding existing partnerships and identifying current opportunities.
- Achieving Sales Targets:
Generate sales in line with targets set through a strategic mix of external channel partners, internal sales teams, and direct client interactions.
- Market Intelligence and Competitor Analysis:
Conduct thorough market research and gather competitor insights to shape sales strategies and stay competitive in the market.
- Resource Planning:
Plan and allocate resources effectively to optimize sales performance, ensuring that teams are equipped to meet sales targets.
- Coordinating with Investment Teams:
Work closely with investment teams to facilitate client interactions, ensuring timely and accurate information exchange for smooth decision-making.
- Ensuring Smooth Operations:
Coordinate with operations to ensure seamless communication and functioning between the sales department and operational teams.
- Compliance Management:
Ensure compliance with both internal policies and external regulations related to all channel partners, including distributors and clients, to mitigate risk and uphold company standards.

Location

Mumbai

Role Requirement

- Graduate / Postgraduate

- Outstanding command over English & Regional Languages

- Experience 8 to 12 years, preferably in PMS / AIF

- Certified NISM-Series-XXI-A

About the Job:

Salary:

Negotiable

Company:

Equirus

Role :

AMC Sales - Asset Management Team

Category:

Asset Management

Location:

Mumbai, India, Asia

Employment Type:

Full time

📌 AMC Sales - Asset Management Team (India)
🏢 Equirus
📍 India