Relationship Manager - Asset Management Team

Job Description

Job Description: Equirus Wealth Private Limited Job Description 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 and AIF. For more details you can visit us at www.equirus.com 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 at https://www.equiruswealth.com/ Position / Role Title Relationship Manager - AMC Sales This role reports to the Chief Business Officer Job description 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 alignment with overall company goals. Managing and Expanding Distribution Partnerships: Cultivate and manage relationships with key distribution partners, including banks, national distributors, and independent advisory firms (IAFs). Focus on expanding existing partnerships and identifying new opportunities. Achieving Sales Targets: Generate sales in line with targets set through a strategic mix of external channel partners, internal sales teams, and direct client interactions. Market Intelligence and Competitor Analysis: Conduct thorough market research and gather competitor insights to shape sales strategies and stay competitive in the market. Resource Planning: Plan and allocate resources effectively to optimize sales performance, ensuring that teams are equipped to meet sales targets. Coordinating with Investment Teams: Work closely with investment teams to facilitate client interactions, ensuring timely and accurate information exchange for smooth decision-making. Ensuring Smooth Operations: Coordinate with operations to ensure seamless communication and functioning between the sales department and operational teams. Compliance Management: Ensure compliance with both internal policies and external regulations related to all channel partners, including distributors and clients, to mitigate risk and uphold company standards. Location Mumbai, Bangalore, Delhi, Ahmedabad Role Requirement Graduate / Postgraduate Great command over English & Regional Languages Experience 8 to 12 years, preferably in PMS / AIF Certified NISM-Series-XXI-A About the Job: Salary: Negotiable Company: Equirus Role : Relationship Manager - Asset Management Team Category: Asset Management Location: Mumbai / Ahmedabad / Bangalore / Delhi, India, Asia Employment Type: Full time