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
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
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
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
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
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
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
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
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Drive revenue growth through B2B and B2C channels by managing distribution partnerships and achieving sales targets. Coordinate with investment and operations teams while ensuring strict compliance with internal and external regulations.
Requires a graduate or postgraduate degree with 8 to 12 years of experience, preferably in PMS or AIF. Must be NISM-Series-XXI-A certified and possess strong command over English and regional languages.
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
