AMC Sales Support

3 weeks ago

Mumbai, India Equirus Full time
Job Description:

EquirusWealth 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

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

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

    2 weeks ago

    Mumbai, Maharashtra, India Equirus Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description:EquirusWealth Private LimitedJob DescriptionAbout EquirusAbout EquirusEquirus 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 Equirus Asset Management:...

  • Amc Sales

    6 days ago

    Mulund, Mumbai, Maharashtra, India FusionStor Mega Networks Pvt Ltd Full time

    Responsibilities: - Follow up with existing clients for AMC renewals. - Prepare renewal proposals and negotiate contracts. - Maintain client relationships to ensure retention. - Coordinate with service teams for smooth contract delivery. - Update CRM with renewal status and sales data. - Identify upsell opportunities. **Requirements**: - Experience in...

  • AMC Sales

    2 weeks ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We're Hiring: AMC Sales – Asset Management Mumbai & Hyderabad | MBA / CA / CFA | 5–10 yrs experience Key Responsibilities: Drive AUM growth through strategic sales execution Build strong relationships with HNIs, IFAs & institutions Identify new market opportunities Ensure compliance & deliver actionable insights What We're Looking For: Proven sales track...

  • AMC Sales Engineer

    3 weeks ago

    Mumbai, India Blue Star Limited Full time

    AMC Sales Blue Star LimitedSaki Naka, Mumbai, Maharashtra, India (On-site) About the Company Blue Star Limited is India's leading air conditioning and commercial refrigeration company with over eight decades of experience. We provide expert cooling solutions for a diverse range of clients, including corporate, commercial, and residential customers. In...

  • AMC Sales Engineer

    2 weeks ago

    Mumbai, Maharashtra, India Blue Star Limited Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    AMC SalesBlue Star LimitedSaki Naka, Mumbai, Maharashtra, India (On-site)About the CompanyBlue Star Limited is India's leading air conditioning and commercial refrigeration company with over eight decades of experience. We provide expert cooling solutions for a diverse range of clients, including corporate, commercial, and residential customers. In addition...

  • Institutional Sales

    6 days ago

    Mumbai, India TopGear Consultants Full time

    **Role **- Institutional Sales **Grade -** Manager / Senior Manager **Location - **BKC, Mumbai **Reporting**: - AVP - Family Office Business **Responsibilities**: - Managing Family Office Relationships - Identifying new Family Office relationships. - Work on new products to increase more depth in family office - Upscaling of clients to more longer term...

  • Amc Credit Control

    1 week ago

    Mumbai, India Numeric Power Systems Limited Full time

    **Roles & Responsibilities**: Ø Assisting in setting up of CC System in Region Ø Assuring Debt are paid in time for all AMC contracts Ø Maintain DSO set by the Company Ø Follow-up with internal AMC team on overdue invoices Ø Regular meetings with internal AMC Team to ensure all relevant documents are managed as necessary. Ø Notify HO finance team...

  • Manager - Business Transformation

    3 weeks ago

    Mumbai, India Bandhan Amc Full time

    Purpose Of the Role. Business Transformation Initiative: Your role as the Business Transformation Manager at Bandhan AMC will be instrumental in driving the business growth, excellence, and achievement of strategic Initiatives. The Business transformation vertical will play a crucial role in driving change and growth within Bandhan AMC Implementing...

  • Manager - Business Transformation

    3 days ago

    Mumbai, Maharashtra, India Bandhan Amc Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Purpose Of the Role.Business Transformation Initiative:Your role as the Business Transformation Manager at Bandhan AMC will be instrumental in driving the business growth,excellence, and achievement of strategic Initiatives.The Business transformation vertical will play a crucial role in driving change and growth within Bandhan AMCImplementing transformation...

  • Amc - Mechanical

    1 week ago

    Mumbai, Maharashtra, India Electromech Infraprojects Pvt Ltd Full time

    **Key Responsibilities**: - Execute **preventive and corrective maintenance** of HVAC and mechanical equipment including chillers, AHUs, PAC units, pumps, cooling towers, VRF/VRV systems, etc. - Monitor and ensure **optimal temperature, humidity, and air quality** as per data center standards. - Maintain **uptime and reliability** of HVAC systems to meet...