AMC Sales Support - Mumbai

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 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 atwww.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