Job Title: Head- Deal Sourcing &Partnerships Department: AIF Location: Lower Parel, Mumbai, India Qualification: MBA/CA/CFA preferred Experience: 5-10 Years in Investment Banking, corporate finance, Venture Capital, Startup ecosystem Company Description - Headquartered in the heart of India’s Financial Capital, Equentis is a leading investment advisory firm backed by a passionate team of 400+ Investment Professionals spread across 5 key locations across India. We serve over 50,000 families, helping them optimise their investment portfolios. Role Description - As a key team member, Head- Deals & Partnerships will be instrumental in identifying, evaluating, and sourcing groundbreaking investment opportunities for Equentis recently launched Rs500cr Cat-I Angel Fund. This role offers a rare chance to be part of a vibrant team and significantly impact the growth and success of some of the most promising Indian startups. Key Responsibilities - ● Deal Sourcing - Identify and source potential investment opportunities through: • Networking, Industry events • Market-research • Maintaining relationships with entrepreneurs, incubators • Forging tieups with boutique investment bankers, industry experts and consultants • Social Media platforms like LinkedIn, Facebook, etc ● Evaluation and Analysis - Work closely with the Senior Management and Investment Team of Equentis to understand the mandates, discuss the same with bankers & prospective companies looking to raise funds and thereon coordinate in the due diligence process and execution. ● Maintaining the Pipeline - Build and maintain a strong pipeline of high-quality investment opportunities. ● Monitor & Exit- Work closely with portfolio cos to provide support and monitor their performance and lay the path for a successful exit. Required Skills and Qualifications - ● Educational Background - MBA/CA/CFA preferred ● Professional Experience - 3-7 Years in Investment Banking, corporate finance, Venture Capital, Startup ecosystem ● Technical Skills – Powerpoint, Excel ● Analytical Skills - Strong Analytical Skills ● Communication Skills - Strong communication skills (both verbal and written) ● Strong network within the startup and venture capital community in India. ● Understanding of the Indian startup ecosystem and key industry sectors. Show more Show less

Equentis is hiring for Inside sales Role.. Role / Responsibilities • Plan the day’s work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the client’s investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise Requirements • At least 3-7 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector. • Fluency in English, Hindi... • Excellent communication skills – verbal and written & Excellent telephone skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks Work from office 4th & 5th saturday working Location- Mumbai,Lower Parel Shift Timing- 10:00am- 7:00pm Immediate Joiner's Preferred Show more Show less

Job Description: Assistant Manager/Senior Associate - Social Media & Communities Hiring organization: Research & Ranking, Lower Parel, Mumbai Company profile: A fast growing SEBI registered Fintech with 1Mn+ registered users on the path to becoming a unicorn in the next 2-3 years. With a team size of 550 and growing centres across Mumbai, Noida & Bangalore we are ramping up aggressively for the exciting next phase of growth. What is the role? We are looking for a Social Media Manager to monitor & manage social media platforms, create communities for the brand & tactically execute campaigns to drive brand awareness with profitable growth. Key responsibilities: Social Media Management: ● Monitor and manage social media channels, including scheduling posts, responding to ● comments, messages, and maintaining an editorial calendar. ● Assist creating monthly, quarterly and annual plans ensuring budget vs. actual compliance on spend inputs, leads & outcome metrics. ● Hands on experience in Facebook Ads manager, audiences, campaign implementation & reporting. ● Ensure implementation of platform wise content strategy. ● Ensure all the product/ business posts, Topical calendar, are followed every month. Content curation & creation: ● Creative bent of mind & content creator / copy, concepts , ideation, communication ● Create and curate engaging content for social media platforms, including but not limited to,Facebook, Twitter, Instagram, LinkedIn, YouTube, etc. with agencies, in house design team. ● Create campaigns that leverage current events, cultural moments, and other relevant topics to drive engagement & increase brand awareness. Analytics and Reporting: ● Analyze and report social media metrics to identify trends, insights, and opportunities for improvement. ● Competitor analysis and analytics. ORM Management: ● Monitor and manage the brand's online reputation on social media. ● Respond to customer inquiries and feedback in a timely and professional manner & escalate issues as necessary to the appropriate internal teams. ● Develop and implement strategies to address negative reviews and comments, and work to enhance the brand's overall online reputation. Agency management: ● Liaise with design and media agencies on the campaign; review execution to ensure adherence to SLAs and monitor quality of execution Presentation: ● Strong data visualization to business objective to be presented in an effective & interesting visual format What are we looking for? ● Should have a degree in marketing, business administration with at least 2 years of work experience in social media marketing ● Social Media Agency side experience preferred. ● Advanced analytical and numerical skills ● Excellent written, oral and electronic communication skills ● Ability to balance creativity and analytics. Must Have’s: ● Customer-first approach: That’s the North Star. Everything we do is to make our users investment experience better & rewarding ● Ownership: We don’t just sport lab coats, but we experiment—a lot. And we take complete ownership ● Data-driven: The source of truth. Simple as that Show more Show less

Job Title: Channel Sales Manager – AIF Distribution Location: Mumbai (Lower Parel) Company: Equentis Wealth Advisory Ltd. Qualification: Graduate (minimum), Postgraduate preferred Role Summary: As a Channel Sales Manager – AIF, you will be responsible for sourcing business through a network of Mutual Fund Distributors (MFDs), IFAs, and wealth managers. The role is entrepreneurial and suited for professionals with a strong distribution network and the drive to build an AIF channel from the ground up. Key Responsibilities: Identify, onboard, and activate new channel partners including MFDs, RIAs, and family offices Generate AUM for AIF products through your distribution network Conduct regular partner engagement through calls, meetings, webinars, and training Ensure seamless transaction support and address partner queries Monitor sales performance and report key metrics to leadership Ideal Candidate Profile: 3–8 years in financial services with focus on equity or alternative investments Strong network of MFDs, sub-brokers, or wealth partners with proven conversion track Understanding of equity markets, AIF structures, and HNI investor behavior Excellent communication and relationship-building skills Self-driven, target-oriented, and tech-savvy To Apply: Send your resume to abdul.shaikh@equentis.com with the subject line: “Application – AIF Channel Sales” or call 8097026158 . Show more Show less

Job Description: Sales Leader – Informed InvestoRR Hiring organization: Equentis Wealth Advisory Services Limited Location: Lower Parel, Mumbai The ideal candidate for this role: You are a proven sales leader, adept in direct-to-consumer consultative sales. You are comfortable working with high as well as low ticket size products which require focused nurturing over a period and yet can build urgency for the end consumer to decide fast. You have worked in an extremely competitive sales environment and have been at the top 10 percentile of your team. What will you be doing? • Responsible for Sales Targets of our Edtech Division through selling courses. • Lead and manage team of 8-12 Sales Counsellors / Sales executives • Responsible for identifying areas /segments where the course can be sold. • Creating and executing a strategy to achieve sales / revenue goals of the company. • This includes managing a team that makes phone calls, product demonstrations, sales closing and post sales relationship management. • Training existing counsellors on how to sell to potential learners/Investors. • Achieving monthly and quarterly enrolment/ revenue and collection targets • Conduct seminars in various educational institutions and corporate houses. • Initiate and tie up our courses for corporate houses. • Organize and conduct roadshows in prime localities (including residential complexes) and sell courses through this initiative. • Participate in Exhibitions and events which can lead to branding and sales. • Establishing the uniqueness and effectiveness of equentis Informed InvestoRR model of online/offline learning. What are we looking for? • Experience in sales in B2C ideally financial education sales experience preferred. • Rockstar sales performers with proven track records. • Great listeners, and trustworthy individuals who can bond with our potential learners. • Individuals with ability to approach any situation with patience and very strong empathy. • Individuals who take a disciplined approach towards building funnel, tracking feedback, prioritizing tasks and overachieving targets and deadlines. • Sales bent of mind, to understand and effectively communicate what Informed InvestoRR is offering to its prospective learners and achieve revenue targets. • Passion to always deliver the highest levels of customer service Show more Show less

Job Title: Channel Sales Manager – AIF Distribution Location: Mumbai (Lower Parel) Company: Equentis Wealth Advisory Ltd. CTC Range: ₹15 LPA + 4 lPA (incentive ) Experience: Minimum 3 years in equity markets Qualification: Graduate (minimum), Postgraduate preferred Role Summary: As a Channel Sales Manager – AIF, you will be responsible for sourcing business through a network of Mutual Fund Distributors (MFDs), IFAs, and wealth managers. The role is entrepreneurial and suited for professionals with a strong distribution network and the drive to build an AIF channel from the ground up. Key Responsibilities: ● Identify, onboard, and activate new channel partners including MFDs, RIAs, and family offices ● Generate AUM for AIF products through your distribution network ● Conduct regular partner engagement through calls, meetings, webinars, and training ● Ensure seamless transaction support and address partner queries ● Monitor sales performance and report key metrics to leadership. Ideal Candidate Profile: ● 3–8 years in financial services with focus on equity or alternative investments ● Strong network of MFDs, sub-brokers, or wealth partners with proven conversion track ● Understanding of equity markets, AIF structures, and HNI investor behavior ● Excellent communication and relationship-building skills ● Self-driven, target-oriented, and tech-savvy. To Apply: Send your resume to gagan.shetty@equentis.com with the subject line: “Application – AIF Channel Sales” Show more Show less

Company Description Equentis Wealth Advisory Services Limited, a SEBI-registered investment advisory, specializes in helping you build long-term wealth in the stock market. At Equentis - Research & Ranking, we provide personalized stock recommendations based on your goals and risk appetite, enabled by over 300 AI-based algorithms backed by comprehensive research. Our mission is to assist you in creating generational wealth. For more information, visit us at http://www.equentis.com/researchandranking. Role Description This is a full-time, on-site role for a Customer Relations Manager located in Bengaluru. The Customer Relations Manager will be responsible for managing client relationships, addressing client inquiries, providing personalized investment advice, and ensuring high levels of customer satisfaction. Day-to-day tasks include handling client communications, developing and maintaining client relationship strategies, monitoring client investment portfolios, and coordinating with the research team to deliver tailored advice. Qualifications Strong Communication and Interpersonal skills Experience in Customer Relationship Management (CRM) and Customer Service Knowledge in Investment Advisory, Financial Planning, and Stock Market Proficiency in CRM Software and Microsoft Office Suite Ability to analyze customer needs and provide appropriate solutions Excellent organizational and time management skills Bachelor’s degree in Finance, Business Administration, or related field Relevant certifications such as NISM XA & XB are a plus Show more Show less

Location: Bangalore, India Department: Premium Membership Program Reports To: Head of PMP – Bangalore Key Responsibilities: Be part of the PMP team in Bangalore, helping manage renewals and upgrades to long-term premium subscriptions. Help clients understand the benefits of upgrading to premium services. Build and maintain strong relationships with clients for future service upgrades (e.g., ‘Dhawaan,’ ‘TTO,’ and ‘Secrets’). Ensure all SEBI compliance rules are followed. Communicate clearly with team members and stakeholders about your progress. Solve any service or operational issues and suggest improvements. Work well with other teams and offices across India. Plan ahead, adapt to change, and work towards team goals. Track performance through KPIs and keep improving results. If you love sales and want to help clients reach their investment goals, we invite you to apply. Ready to grow your career and help others build wealth? Contact Akanksha at 6268769828 or drop me your updated resume on singh.akanksha@equentis.com . Let's shape the future together! 💼 Show more Show less

Job Description: Associate – Creative Designer Hiring organization: Equentis Wealth Advisory Services Limited Location: Lower Parel, Mumbai Company profile: A fast-growing SEBI registered Fintech with 1Mn+ registered users on the path to becoming a unicorn in the next few years. With a team size of 500+ and growing, centers across Mumbai,Delhi, Bangalore & Pune we are ramping up aggressively for the exciting next phase of growth. What is the role? Calling all design enthusiasts! Are you someone who lives and breathes aesthetics, creativity, and storytelling? Do you love turning visuals into experiences that leave lasting impact? If yes, we want YOU in our team! We’re on the lookout for a Creative Design Intern / Fresher who’s ready to make waves in the world of finance, investment, and branding. What’s the role? You will help shape and elevate the design ecosystem at Equentis - an equity advisory firm that’s redefining the finance industry with creativity and innovation. What we’re looking for: ➢ A creative mind that’s always ahead of design trends ➢ Proficiency in Adobe Suite, Figma AI-powered design tools ➢ A visual storyteller who can craft engaging, high-impact designs ➢ A team player who thrives in a collaborative, fast-paced environment ➢ Bonus: Experience with motion graphics, video editing & UI/UX ➢ An eye for detail & the ability to juggle multiple projects with ease and meet deadlines ➢ A fresh perspective to make finance & investing exciting, immersive & cool! Why join Equentis? Creative Freedom: Your ideas will shape our brand’s visual identity Recognition Growth: Be part of a team that values & nurtures talent Exciting Challenges: Work on branding, social media, digital storytelling more Impactful Work: Your designs will engage, inspire, and drive brand awareness Show more Show less

Job Description: Associate – Creative Designer Hiring organization: Equentis Wealth Advisory Services Limited Location: Lower Parel, Mumbai Company profile: A fast-growing SEBI registered Fintech with 1Mn+ registered users on the path to becoming a unicorn in the next few years. With a team size of 500+ and growing, centers across Mumbai,Delhi, Bangalore & Pune we are ramping up aggressively for the exciting next phase of growth. What is the role? Calling all design enthusiasts! Are you someone who lives and breathes aesthetics, creativity, and storytelling? Do you love turning visuals into experiences that leave lasting impact? If yes, we want YOU in our team! We’re on the lookout for a Creative Design Intern / Fresher who’s ready to make waves in the world of finance, investment, and branding. What’s the role? You will help shape and elevate the design ecosystem at Equentis - an equity advisory firm that’s redefining the finance industry with creativity and innovation. What we’re looking for: ➢ A creative mind that’s always ahead of design trends ➢ Proficiency in Adobe Suite, Figma AI-powered design tools ➢ A visual storyteller who can craft engaging, high-impact designs ➢ A team player who thrives in a collaborative, fast-paced environment ➢ Bonus: Experience with motion graphics, video editing & UI/UX ➢ An eye for detail & the ability to juggle multiple projects with ease and meet deadlines ➢ A fresh perspective to make finance & investing exciting, immersive & cool! Why join Equentis? Creative Freedom: Your ideas will shape our brand’s visual identity Recognition Growth: Be part of a team that values & nurtures talent Exciting Challenges: Work on branding, social media, digital storytelling more Impactful Work: Your designs will engage, inspire, and drive brand awareness

Location - Koramangala, Bangalore Role – HRBP Company profile: A fast growing SEBI registered Fintech with 1Mn+ registered users on the path to becoming a unicorn by 2024. With a team size of 500+ and growing, centre’s across Mumbai, Delhi, Bangalore & Pune we are ramping up aggressively for the exciting next phase of growth. Responsibilities ● The role is a strategic partner and oversees all aspects of People Operations, Insights and HR Technology across the business globally. ● This role will play a critical part in a wide range of initiatives, ultimately benefiting the employee experience, whilst consequently supporting the success and growth of the business. ● The Individual will work very closely with numerous stakeholders across the organization as they continue to drive scale across the businesses. ● Function as a strategic business advisor to the executive/senior management of each business unit or specialty group regarding key organizational and management issues. ● Work with the company's executive management team to establish a sound plan of management succession that corresponds to the strategy and objectives of the company. ● Develop comprehensive strategic recruiting and retention plans to meet the human capital needs of strategic goals. ● Develop and implement comprehensive compensation and benefits plans that are competitive and cost-effective. ● Provide overall leadership and guidance to the HR function by overseeing talent acquisition, career development, succession planning, retention, training, leadership development, compensation and benefits globally. ● Establish and implement HR efforts that effectively communicate and support the company's mission and strategic vision. ● Develop HR plans and strategies to support the achievement of the overall business operations objectives. ● Establish and improve upon existing hiring metrics and KPI’s Qualifications ● Should have a CORE HRBP experience only ● Tier 2 collage MBA or engineer is required from the education standpoint ● Good in Data, Excel & Presentation skills ● Should have scaled up the business from x to 3x HC and stabilizes the business in terms of designing Policy, process & executing to the last mile. HC span managed to be more than 500+ ● Strategic HR Intervention like PMS, Succession Planning, Talent Management, Automation implemented to scaled the business needs ● Notice period – ASAP

Position Title: Manager L&D Location: Lower Parel, Mumbai Reports to: HR Head Department: Human Resources Job Summary: We are seeking a dedicated and dynamic Corporate Learning & Development (L&D) Specialist to join our growing HR team. This role will focus on designing, developing, and executing a variety of learning and development programs that foster employee growth, enhance skills, and support organizational goals. The ideal candidate will work closely with leaders across the company to understand training needs, create tailored learning experiences, and measure the effectiveness of L&D initiatives. Key Responsibilities: • Learning & Development Strategy: o Collaborate with senior leaders to identify current and future skill gaps and training needs across departments. o Design and implement comprehensive learning strategies that align with the company’s goals, culture, and business objectives. o Develop a learning roadmap to build leadership capabilities, enhance employee performance, and support career development. • Training Program Design and Delivery: o Create engaging and innovative training content and materials for both in-person and virtual training sessions. o Facilitate and deliver training sessions on various topics, including leadership development, communication skills, compliance, diversity and inclusion, and technical skills. o Lead employee onboarding programs to ensure a smooth and effective introduction for new hires. • Employee Engagement and Development: o Promote a culture of continuous learning and professional growth within the organization. o Develop personalized learning paths and career development programs to support employee growth and succession planning. o Provide coaching and mentoring to employees, helping them navigate career development opportunities. • Performance Measurement & Reporting: o Measure the impact and effectiveness of training programs through feedback, assessments, and performance metrics. o Prepare and present reports to leadership on training outcomes, ROI, and suggestions for program improvements. o Use data and feedback to continuously improve training offerings and employee development initiatives. • Collaboration and Support: o Work with department heads to understand specific training needs and customize programs to address these needs. o Partner with external training providers and consultants as needed for specialized content or certifications. o Act as a subject matter expert on L&D best practices, providing guidance to managers and employees on training resources. Qualifications: • Bachelor’s degree in Human Resources, Organizational Development, Psychology, Education, or a related field (Master's degree preferred). • 4+ years of experience in corporate learning and development, talent management. • Strong knowledge of instructional design, adult learning principles, and training delivery methods. • Proven ability to design and deliver engaging training programs for a wide range of employee levels. • Experience with Learning Management Systems (LMS) and eLearning tools. • Strong communication, facilitation, and presentation skills. • Ability to analyze learning needs, develop impactful training programs, and assess learning effectiveness. • Familiarity with leadership development, succession planning, and career development strategies. • Experience with change management and driving cultural transformations through learning initiatives

Sales Wealth Counselor (Pullback) is a person who is bestowed with the responsibility of wealth creation using disciplined ways of investing in equities of existing clients who have discontinued our services for some reason. She/he is responsible to interact with existing customers for renewing or upgrading their subscription in order to continue their association with the company for long term. The role demands aggressive character, unique selling techniques, clever persuading skills and a thorough understanding of the company's offerings Company profile: A fast-growing SEBI registered Fintech with 1 Mn+ registered users on the path to becoming a unicorn by 2024. With a team size of 500+ and growing, centre’s across Delhi, Mumbai, Bangalore & Pune we are ramping up aggressively for the exciting next phase of growth. Broader Role/Responsibilities • Reactivate expired clients by renewing their subscription through our products offerings in line with their investment goals • Probe, Identify and Create opportunities by interacting with existing customers with the emphasis on our product offerings and highlight the importance of wealth creation in the long term • Proactively follow-up, build client relationship and Reactivate expired leads who have lost association with equentis. • Reach maximum clients each day and rebuild healthy business relationship with them to rebuild confidence and ensure continuity • Making minimum 100 to 120 calls per day and deliver Talk-Talk time as per business productivity benchmark and standards • Consistently maintain the Conversion Rate % at the expected standards by Reactivating the expired subscribers • Deliver Daily productivity and Conversion goal as per the business requirements (KPI) Requirements • Graduate (Mandatory) • At least 2-3 years working in Hardcore Sales profile, Collections Background, Finance Sales, Product cross- sell/up-sell experience from Telemarketing/Tele-calling in BPO will be considered • Sales Experience in Equity/ BFSI / Finance sector will be added advantage • At least 2-3 years working within a sales environment preferably in a proactive telemarketing role. • Excellent Communication Skills with Telephonic Etiquettes(Written & Verbal) • Fluency in English & Hindi is must • Passionate personality, Aggressive in nature, Result Oriented, & Punctual in all aspects • Takes complete ownership of retaining every existing client and is innovative to excel the odds • Be proactive in taking up additional responsibilities • Is flexible and ready to extend shift hours in need of business requirements and deliverables

What is the role? We are looking for a brand strategy leader who will work closely with the senior leadership team to establish and chart out the overall brand communication, content marketing strategy and its tactical execution adhering to marketing goals that result in driving brand awareness and profitable growth. The incumbent will be a creative leader with deep consumer understanding and extensive experience in the product / service lifecycle management. Key responsibilities:  Develop brand strategy and define the company's annual marketing roadmap both online and offline. Drive Share of voice with an aspiration to be a category leader.  Serve the role of brand custodian for all communications & content from tactical, internal, external to social media by creating brand marketing playbook & guidelines.  Analyse performance and the ongoing trend of key content metrics, develop audience insights and a deep understanding of the BFSI industry to build a content communication strategy across marketing channels.  Conduct content deep-dives and compile thoughtful post-mortem analyses to determine areas for optimization and improvement.  Conduct analysis of key business drivers, trends, and performance indicators in partnership with creative and business teams.  Brief external and in house creative teams on content requirements and ensure brand guidelines are adhered to.  Define core TG, value proposition & elasticity’s around core benefits & create short, long term brand content strategy.  Create cadence for consumer research, competition research and brand tracking on core brand attributes & full funnel criteria.  Liaise with design and media agencies to share brief on the campaign; review execution to ensure adherence to SLAs and monitor quality of execution  Manage and control the brand portfolio budget.  Create monthly, quarterly and annual plans ensuring budget vs. actual compliance on spend inputs, leads & outcome metrics.  Develop & execute customized plans for both top line and bottom-line growth of company.  Develop and manage a fit-for-course agency network, in house team to ensure effective and efficient execution of brand strategy across mediums eg. Digital, Radio, TV, OOH etc.  Plan and execute branding initiatives, ATL and BTL activities for the brands.  Set, monitor and report on team goals  Identify opportunities to reach new market segments and expand market share  Monitor competition (acquisitions, pricing changes and new products and features) What are we looking for?  Should have a degree in marketing, business administration.  MBA with at least 6 years of work experience (ideally in planned / high involvement categories)  Ability to understand consumer journey’s & intervene to drive brand salience.  Ability to balance creativity and analytics.  Strong understanding of current e-commerce trends and best practices.  Team player; ability to partner and negotiate with cross-functional team to successfully deliver client needs  Prior experience leading a team is a must, as is the ability to motivate and rally a team around a common vision  Promotes a culture of teamwork across organizational boundaries  Experience building communications strategies to deliver business KPIs highly desirable

Job Description: Performance Marketing Title: Assistant Manager Reports: AVP Broader Role / Responsibilities Plan, execute, and optimize performance marketing campaigns across Meta (Facebook/Instagram) and Google Ads , specifically targeting retail investors and financially curious audiences. For Meta Ads , a strong grasp of custom audience building, lookalike modeling, CAPI setup, and lead form vs. landing page performance is required. For Google Ads , hands-on experience with Search, Performance Max, and YouTube lead-gen formats , as well as keyword strategy and audience layering , is essential. Focus on driving high-quality leads at an optimized CPL , with continuous efforts to reduce CAC through audience, creative, and funnel enhancements. Conduct daily campaign monitoring and reporting , sharing actionable insights and recommendations to support data-driven decision-making. Run A/B tests on creatives, copies, placements, and landing pages to improve CTR and CVR across platforms. Collaborate with the content and design teams to produce financially insightful, trust-oriented ad creatives tailored to different user personas. Analyze the complete lead funnel from click to conversion, identifying bottlenecks and optimizing for better ROI and customer acquisition. Stay updated with platform updates, fintech marketing regulations , and advertising best practices across Google and Meta. Handle budget allocation and pacing to ensure maximum efficiency, scalability, and alignment with business objectives. Strong proficiency in Google Sheets and Excel , including data filtering, pivot tables, trend analysis, and visualization to support data-driven decisions . Requirements: 2-4 years of experience in running performance marketing campaigns, preferably for Lead gen businesses Hands-on experience in running acquisition and remarketing campaigns across Google network Facebook. Experience in managing & running campaigns with Affiliates & Programmatic Network Knowledge of Google Analytics, Google tag Manager & various Attribution models.

Job Description: Sales Leader – Informed InvestoRR Hiring organization: Equentis Wealth Advisory Services Limited Location: Lower Parel, Mumbai The ideal candidate for this role: You are a proven sales leader, adept in direct-to-consumer consultative sales. You are comfortable working with high as well as low ticket size products which require focused nurturing over a period and yet can build urgency for the end consumer to decide fast. You have worked in an extremely competitive sales environment and have been at the top 10 percentile of your team. What will you be doing? • Responsible for Sales Targets of our Edtech Division through selling courses. • Lead and manage team of 8-12 Sales Counsellors / Sales executives • Responsible for identifying areas /segments where the course can be sold. • Creating and executing a strategy to achieve sales / revenue goals of the company. • This includes managing a team that makes phone calls, product demonstrations, sales closing and post sales relationship management. • Training existing counsellors on how to sell to potential learners/Investors. • Achieving monthly and quarterly enrolment/ revenue and collection targets • Conduct seminars in various educational institutions and corporate houses. • Initiate and tie up our courses for corporate houses. • Organize and conduct roadshows in prime localities (including residential complexes) and sell courses through this initiative. • Participate in Exhibitions and events which can lead to branding and sales. • Establishing the uniqueness and effectiveness of equentis Informed InvestoRR model of online/offline learning. What are we looking for? • Experience in sales in B2C ideally financial education sales experience preferred. • Rockstar sales performers with proven track records. • Great listeners, and trustworthy individuals who can bond with our potential learners. • Individuals with ability to approach any situation with patience and very strong empathy. • Individuals who take a disciplined approach towards building funnel, tracking feedback, prioritizing tasks and overachieving targets and deadlines. • Sales bent of mind, to understand and effectively communicate what Informed InvestoRR is offering to its prospective learners and achieve revenue targets. • Passion to always deliver the highest levels of customer service

Job Title: Talent Acquisition Associate Location: Kormangala, Bangalore Department: Talent Acquisition Reports To: Talent Acquisition Senior Manager Expertise in - Bulk Hiring Position Summary: The Talent Acquisition Associate is responsible for supporting the recruitment process by sourcing, screening, and selecting candidates to fill open positions. This role involves collaborating with hiring managers, managing applicant tracking systems, and contributing to employer branding initiatives to attract top talent. Key Responsibilities: Sourcing Candidates: Utilize various channels (job boards, social media, networking events) to identify and attract qualified candidates. Screening Resumes: Review applications and resumes to shortlist candidates based on job requirements and company culture. Conducting Interviews: Assist in conducting initial interviews to assess candidate qualifications and fit for the organization. Coordination: Schedule interviews between candidates and hiring managers, ensuring a smooth process for all parties involved. Candidate Experience: Maintain positive communication with candidates throughout the recruitment process, providing timely updates and feedback. Collaboration: Work closely with hiring managers to understand their staffing needs and develop effective recruitment strategies. Data Management: Maintain accurate records of candidate progress in the applicant tracking system and generate reports as needed. Employer Branding: Support initiatives to enhance the company's employer brand, including participation in job fairs and networking events. Compliance: Ensure compliance with hiring policies and regulations, including diversity and inclusion practices. Qualifications: Bachelor’s degree in Human Resources, Business Administration, or related field preferred. Previous experience in recruitment in Financial sector is a plus. Strong communication and interpersonal skills. Ability to multitask and manage time effectively in a fast-paced environment. Proficiency in Microsoft Office Suite and experience with applicant tracking systems (ATS). A proactive attitude and a willingness to learn. Please note - Candidate from Bulk hiring background will be preferred( Edtech and BFSI)

Job Title: Head- Deal Sourcing &Partnerships Department: AIF Location: Lower Parel, Mumbai, India Qualification: MBA/CA/CFA preferred Experience: 5-10 Years in Investment Banking, corporate finance, Venture Capital, Startup ecosystem Company Description - Headquartered in the heart of India’s Financial Capital, Equentis is a leading investment advisory firm backed by a passionate team of 400+ Investment Professionals spread across 5 key locations across India. We serve over 50,000 families, helping them optimise their investment portfolios. Role Description - As a key team member, Head- Deals & Partnerships will be instrumental in identifying, evaluating, and sourcing groundbreaking investment opportunities for Equentis recently launched Rs500cr Cat-I Angel Fund. This role offers a rare chance to be part of a vibrant team and significantly impact the growth and success of some of the most promising Indian startups. Key Responsibilities - ● Deal Sourcing - Identify and source potential investment opportunities through: • Networking, Industry events • Market-research • Maintaining relationships with entrepreneurs, incubators • Forging tieups with boutique investment bankers, industry experts and consultants • Social Media platforms like LinkedIn, Facebook, etc ● Evaluation and Analysis - Work closely with the Senior Management and Investment Team of Equentis to understand the mandates, discuss the same with bankers & prospective companies looking to raise funds and thereon coordinate in the due diligence process and execution. ● Maintaining the Pipeline - Build and maintain a strong pipeline of high-quality investment opportunities. ● Monitor & Exit- Work closely with portfolio cos to provide support and monitor their performance and lay the path for a successful exit. Required Skills and Qualifications - ● Educational Background - MBA/CA/CFA preferred ● Professional Experience - 3-7 Years in Investment Banking, corporate finance, Venture Capital, Startup ecosystem ● Technical Skills – Powerpoint, Excel ● Analytical Skills - Strong Analytical Skills ● Communication Skills - Strong communication skills (both verbal and written) ● Strong network within the startup and venture capital community in India. ● Understanding of the Indian startup ecosystem and key industry sectors.

Job Title: Associate/Senior Associate - AIF Research Department: Deals & Market Research Location: Lower Parel, Mumbai, India Qualification: MBA/PGDM Finance, MSc Finance, CFA Level-II Cleared Experience: 1-3 Years (Preferably in Early-Stage Investments, Investment Banking, Consulting) Company Description - Headquartered in the heart of India’s Financial Capital, Equentis is a leading investment firm operating as a SEBI- Registered RIA, PMS and AIF set-up, backed by a passionate team of 600+ Investment Professionals spread across 5 key locations across India (Mumbai, Bengaluru and Noida). We serve over 50,000 families, helping them optimise their investment portfolios. Role Description - We are seeking a highly analytical and detail-oriented Analyst to join our Deals & Market Research team. The successful candidate will play a critical role in conducting in-depth market research, financial analysis, deal evaluation and thesis building to support the AIF Deals team. This position offers a unique opportunity to work closely on Pre-Series A/Series- A transactions through our Angel Fund. Key Responsibilities - ● Industry Analysis - Conduct comprehensive industry research and analysis to identify trends, opportunities, and challenges. Analyze the industry value chain, market dynamics, funding trends, product innovation and regulatory developments to provide strategic insights. ● Market Research - Gather and analyze quantitative and qualitative data from various sources, including market reports, company filings, industry publications, and proprietary databases. Develop market models and forecasts to support the AIF deals team on company evaluation. ● Report Preparation - Create concise reports on industry outlook, work on investment notes and critical deal documents on potential opportunities for our fund. ● Maintaining Dashboard - Develop and maintain our Research Dashboard with real-time coverage of Fundraising Activities, Products, Partnerships, Corporate Actions, Dealflow and any major event. ● Trend Analysis - Perform in-depth analysis on sunrise sectors like semiconductors, EVs, Data Centers etc. (both India and Globally) and present actionable insights. Required Skills and Qualifications - ● Educational Background - MBA/PGDM Finance, MSc Finance, CFA Level-II Cleared ● Professional Experience - 1-3 Years (Preferably in Early-Stage Investments, Angel Funds, Accelerators, Incubation Centers, Investment Banking, Consulting) ● Technical Skills - Financial Modelling (Must), Powerpoint (high proficiency), Data Queries, Macros ● Database Skills - Highly familiar with Tracxn, EMIS, Euromonitor, Statista ● Analytical Skills - Strong Analytical and Quantitative Skills with ability to deal with complex data ● Ability to work independently with a high level of self-motivation and initiative

Job Description: Performance Marketing Title: Assistant Manager/ Manager Reports: AVP Broader Role / Responsibilities Plan, execute, and optimize performance marketing campaigns across Meta (Facebook/Instagram) and Google Ads , specifically targeting retail investors and financially curious audiences. For Meta Ads , a strong grasp of custom audience building, lookalike modeling, CAPI setup, and lead form vs. landing page performance is required. For Google Ads , hands-on experience with Search, Performance Max, and YouTube lead-gen formats , as well as keyword strategy and audience layering , is essential. Focus on driving high-quality leads at an optimized CPL , with continuous efforts to reduce CAC through audience, creative, and funnel enhancements. Conduct daily campaign monitoring and reporting , sharing actionable insights and recommendations to support data-driven decision-making. Run A/B tests on creatives, copies, placements, and landing pages to improve CTR and CVR across platforms. Collaborate with the content and design teams to produce financially insightful, trust-oriented ad creatives tailored to different user personas. Analyze the complete lead funnel from click to conversion, identifying bottlenecks and optimizing for better ROI and customer acquisition. Stay updated with platform updates, fintech marketing regulations , and advertising best practices across Google and Meta. Handle budget allocation and pacing to ensure maximum efficiency, scalability, and alignment with business objectives. Strong proficiency in Google Sheets and Excel , including data filtering, pivot tables, trend analysis, and visualization to support data-driven decisions . Requirements: 6-7 years of experience in running performance marketing campaigns, preferably for Lead gen businesses Hands-on experience in running acquisition and remarketing campaigns across Google network Facebook. Experience in managing & running campaigns with Affiliates & Programmatic Network Knowledge of Google Analytics, Google tag Manager & various Attribution models.