About EquiBoost FinServ Pvt. Ltd.

EquiBoost FinServ Pvt. Ltd. is a fast-growing 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 high-performing 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 strong 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 end-to-end 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 investment-related 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 2–3 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
Robust communication and interpersonal skills
Client relationship management
Problem-solving mindset
Attention to detail
Good knowledge of Microsoft Excel and CRM software

Pay: ₹360,000.00 - ₹600,000.00 per year
Benefits

Cell phone reimbursement
Leave encashment
Paid sick time
Paid time off

Work Location: In person

📌 Senior Manager Operations & Client Relationship (Maharashtra)
🏢 Equiboost Finserv
📍 Maharashtra