Amc Sales Support

4 days ago

Mumbai Maharashtra, India Equirus Full time

**Equirus**Wealth Private Limited**

**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.

**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

**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

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