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 robust 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 www.equirus.com

Position / Role Title

AMC Sales Support

Job description

The 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, compliance, legal, and marketing teams to ensure smooth handling of sales-related activities and issue resolution.
- Data Management & Reporting:
Maintain and update CRM systems, track sales leads, and generate regular MIS reports for the sales leadership.
- Client Communication:
Respond to basic client queries, provide product or process information, and ensure prompt resolution or escalation to relevant teams.
- Marketing Support:
Coordinate the distribution of marketing materials, sales kits, product notes, and event logistics for distributor or client engagements.
- Compliance Coordination:
Ensure all sales processes adhere to internal compliance policies and SEBI regulations.

Location

Mumbai

Role Requirement

·Graduate/Postgraduate (preferably in Commerce, Business, or Finance)

·4–6 years of experience in a similar role, preferably within AMC

·Strong communication and coordination skills

·Proficiency in MS Office and CRM systems

·Attention to detail and ability to manage multiple priorities

·Understanding of mutual fund or investment product sales processes is a plus

About the Job:

Salary:

Negotiable

Company:

Equirus

Role :

AMC Sales Support - Mumbai

Category:

Asset Management - Sales & Business Development

Location:

Mumbai, India, Asia

Employment Type:

Full time

📌 AMC Sales Support - Mumbai
🏢 Equirus
📍 Mumbai