Ghatlodiya Taluka, Gujarat, India · On-site
Candidate shall be responsible for: • Receive and verify vendor invoices and requisitions for goods and services. • Ensure invoices are accurately coded, approved, and entered into the accounting system. • Prepare and pr…
Skills: Accounts Payable, Bank Reconciliation, E-invoicing, GST Filing, Tax Audit
Bengaluru, Karnataka, India · On-site
Roles and Responsibilities: • Driving Sales Across B2B and B2C Channels: Develop and implement strategies to drive revenue through both business-to-business (B2B) and business-to-consumer (B2C) channels, ensuring alignme…
Skills: B2B Sales, B2C Sales, Distribution Partnership Management, Market Intelligence, Competitor Analysis
Delhi, India · On-site
Roles and Responsibilities: • Driving Sales Across B2B and B2C Channels: Develop and implement strategies to drive revenue through both business-to-business (B2B) and business-to-consumer (B2C) channels, ensuring alignme…
Skills: B2B Sales, B2C Sales, Distribution Partnership Management, Market Intelligence, Competitor Analysis
Delhi, India · On-site
Roles and Responsibilities: • Driving Sales Across B2B and B2C Channels: Develop and implement strategies to drive revenue through both business-to-business (B2B) and business-to-consumer (B2C) channels, ensuring alignme…
Skills: B2B Sales, B2C Sales, Distribution Partnerships, Market Intelligence, Competitor Analysis
Bengaluru, Karnataka, India · On-site
ttending company meetings Company, industry & peer analysis Financial & valuation modelling Preparing detailed checklists for selected portfolio company Creating a robust investment framework Identifying investee compani…
Skills: Financial Modelling, Valuation Modelling, Investment Framework, Due Diligence, Peer Analysis
Bengaluru, Karnataka, India · On-site
Onboarding, Handling and Managing HNI / Ultra HNI clients. Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. Aiming for consistent growth of customer wallet share and boo…
Skills: HNI Client Management, Portfolio Review, Investment Advisory, AUM Growth, Revenue Generation
SabarmatiTaluka, Gujarat, India · On-site
· Responsible for entire operations and managing back-office team of the Broking business. · Well versed with all functions like KYC, Demat Operations, Back-office ops etc. · Ensure all processes and data is submitted on…
Skills: Back Office Operations, KYC, Demat Operations, Regulatory Compliance, Team Management
Ahmednagar, Maharashtra, India · On-site
· Responsible for entire operations and managing back-office team of the Broking business. · Well versed with all functions like KYC, Demat Operations, Back-office ops etc. · Ensure all processes and data is submitted on…
Skills: KYC, Demat Operations, Back-office Operations, Team Management, Regulatory Compliance
India · On-site
Use financial acumen and expertise to understand the client’s risk appetite, short term, and long-term goals. • Device suitable global asset allocation strategies. Recommend suitable opportunities across asset classes – …
Skills: Financial Acumen, Asset Allocation, Portfolio Monitoring, Relationship Management, Wealth Management
Bengaluru, Karnataka, India · On-site
Onboarding, Handling and Managing HNI / Ultra HNI clients. Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. Aiming for consistent growth of customer wallet share and boo…
Skills: HNI Client Management, Portfolio Review, Investment Advisory, AUM Growth, Revenue Generation
India · On-site
Digital Lead Generation & Funnel Ownership · Build and scale high-quality lead pipelines from website, landing pages, and digital campaigns · Drive conversion optimization (CRO) across all digital touchpoints · Design an…
Skills: Lead Generation, Conversion Rate Optimization, Martech Management, Marketing Automation, UX/UI Optimization
Ghatlodiya Taluka, Gujarat, India · On-site
Candidate shall be responsible for: • To assist with due diligence and onboarding of new products • To assist with continuous monitoring and evaluation of existing product recommendations • To assist sales team with prod…
Skills: Due Diligence, Product Monitoring, Data Mining, Portfolio Analysis, Secondary Research
Ghatlodiya Taluka, Gujarat, India · On-site
Key Responsibilities: * Handling DP transactions, DIS, Demat/Remat processes * Ensuring accurate and timely execution of operations * Working on systems like DPM, e-DPM, CDAS & Easiest * Managing DP client billing & e-Pa…
Skills: DP Transactions, KYC Processes, Demat/Remat Processes, Compliance, Regulatory Reporting
Mumbai, Maharashtra, India · On-site
1. Regulatory Compliance & Governance Ensure compliance with RBI Master Directions for NBFCs, LAS-related regulatory norms, SEBI / depository guidelines and Companies Act compliances (CS degree holder preferred). Review …
Skills: Regulatory Compliance, RBI Guidelines, NBFC Governance, LAS Documentation, Risk Management
Mumbai, Maharashtra, India · On-site
1. Regulatory Compliance & Governance Ensure compliance with RBI Master Directions for NBFCs, LAS-related regulatory norms, SEBI / depository guidelines and Companies Act compliances (CS degree holder preferred). Review …
Skills: Regulatory Compliance, NBFC Regulations, RBI Guidelines, SEBI Guidelines, Companies Act
Mumbai, Maharashtra, India · On-site
Client Relationship Management • Build and manage institutional client relationships (Domestic MFs, HFs, AMCs, pension funds, PSU/private banks, asst managers and other large investors ). • Act as key contact delivering …
Skills: Client Relationship Management, Institutional Sales Trading, Risk Management, Compliance, Business Development
Mumbai, Maharashtra, India · On-site
Roles & Responsibilities •Client Relationship Management: Build and maintain strong ties with institutional clients (Including domestic mutual funds, hedge funds, asset managers, proprietary trading desks); act as key co…
Skills: Derivatives Trading, Client Relationship Management, Arbitrage, Options Strategies, Pairs Trading
SabarmatiTaluka, Gujarat, India · On-site
• The person will be responsible for conducting channel checks and collecting insights from the market into what is happening on the ground with respect to sales in the Industrials sector. • These insights will then be r…
Skills: Channel Checks, Financial Modelling, Valuation Techniques, Equity Research, Report Writing
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The role involves managing accounts payable, bank reconciliations, and ensuring accurate coding and processing of vendor invoices. Additionally, the manager is responsible for GST compliance, tax filings, and preparing MIS reports and budgets for senior management.
Candidates must have sound knowledge of withholding taxes, income tax returns, and GST assessments. Proficiency in Advanced MS Excel, including Pivot Tables and Lookups, is essential to meet defined deadlines.
Client Centric, Transparent, Comprehensive
Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing ₹35,000+ crore in Assets Under Management (AUM). Built on the pillars of client centricity, transparency, and comprehensive advisory, the firm provides bespoke wealth solutions to Individuals, Families, and Corporates. The platform offers a complete suite of investment and advisory services, including Wealth Management, Family Office solutions, Portfolio Management Services (PMS), Direct Equity, Alternate Investments, Mutual Funds, Estate Planning, Tax Planning, and Depository Services - delivering an integrated approach to wealth creation and preservation. Equirus Wealth has a strong presence across major Indian financial centers, including Mumbai, Delhi, Bengaluru, Pune, Kolkata, Chennai, Kochi, Thiruvananthapuram, Kozhikode, and Kottayam, enhancing its regional reach and servicing capabilities across PAN India. As a subsidiary of Equirus Capital, one of India’s leading full-service investment banks, the firm benefits from robust research expertise, strong governance practices, and institutional-grade infrastructure. Equirus Wealth remains focused on enabling long-term, purpose-driven financial outcomes and setting new benchmarks in client-centric wealth advisory. Regulatory disclosures: Equirus Wealth Private Limited (SEBI Depository Participant: IN-DP-741-2023 | SEBI Registered Broker: INZ000309137 | SEBI Portfolio Manager: INP000007076 | AMFI Registered Distributor: ARN-148616 | DPID: 97700 | IRDA Corporate Agent (Composite): CA1020 | APMI Registered Distributor: APRN-00843| SEBI AIF Registration No.: IN/AIF1/23-24/1398). https://www.equirus.com/wealth/empanelment-list For more information, please visit: www.equiruswealth.com
Offices: A - 1303, Marathon Futurex, Mafatlal Mills Compound, N. M. Joshi Marg, Lower Parel, Mumbai, Maharashtra 400013, IN · 3rd Floor, House No. 9, Magnet Corporate Park, Near Zydus Hospital, B/H Intas, Sola Bridge, S.G. Highway, Ahmedabad, Gujarat 380054, IN · Unit no. GA-27, Seat no. 1-6, Ground Floor, Pragya Accelerator, Block-15 T, Road 11, Zone 1, Processing area, GIFT SEZ, GIFT City, Gandhinagar, Gujarat 382355, IN · Second Floor, M-3, Aurobindo Marg, Hauz Khas, New Delhi, Delhi, Delhi 110016, IN · Symphony Workplace, Vadarpalya, Hennur Gardens, Bengaluru, Karnataka 560043, IN
Client Centric, Transparent, Comprehensive
Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing ₹35,000+ crore in Assets Under Management (AUM). Built on the pillars of client centricity, transparency, and comprehensive advisory, the firm provides bespoke wealth solutions to Individuals, Families, and Corporates. The platform offers a complete suite of investment and advisory services, including Wealth Management, Family Office solutions, Portfolio Management Services (PMS), Direct Equity, Alternate Investments, Mutual Funds, Estate Planning, Tax Planning, and Depository Services - delivering an integrated approach to wealth creation and preservation. Equirus Wealth has a strong presence across major Indian financial centers, including Mumbai, Delhi, Bengaluru, Pune, Kolkata, Chennai, Kochi, Thiruvananthapuram, Kozhikode, and Kottayam, enhancing its regional reach and servicing capabilities across PAN India. As a subsidiary of Equirus Capital, one of India’s leading full-service investment banks, the firm benefits from robust research expertise, strong governance practices, and institutional-grade infrastructure. Equirus Wealth remains focused on enabling long-term, purpose-driven financial outcomes and setting new benchmarks in client-centric wealth advisory. Regulatory disclosures: Equirus Wealth Private Limited (SEBI Depository Participant: IN-DP-741-2023 | SEBI Registered Broker: INZ000309137 | SEBI Portfolio Manager: INP000007076 | AMFI Registered Distributor: ARN-148616 | DPID: 97700 | IRDA Corporate Agent (Composite): CA1020 | APMI Registered Distributor: APRN-00843| SEBI AIF Registration No.: IN/AIF1/23-24/1398). https://www.equirus.com/wealth/empanelment-list For more information, please visit: www.equiruswealth.com
Offices: A - 1303, Marathon Futurex, Mafatlal Mills Compound, N. M. Joshi Marg, Lower Parel, Mumbai, Maharashtra 400013, IN · 3rd Floor, House No. 9, Magnet Corporate Park, Near Zydus Hospital, B/H Intas, Sola Bridge, S.G. Highway, Ahmedabad, Gujarat 380054, IN · Unit no. GA-27, Seat no. 1-6, Ground Floor, Pragya Accelerator, Block-15 T, Road 11, Zone 1, Processing area, GIFT SEZ, GIFT City, Gandhinagar, Gujarat 382355, IN · Second Floor, M-3, Aurobindo Marg, Hauz Khas, New Delhi, Delhi, Delhi 110016, IN · Symphony Workplace, Vadarpalya, Hennur Gardens, Bengaluru, Karnataka 560043, IN
