12 Sep
|
Equirus
|
Mumbai
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 diverse 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 TitleAMC Sales SupportJob descriptionThe 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, compli
📌 AMC Sales Support (Mumbai)
🏢 Equirus
📍 Mumbai