About EquiBoost FinServ Pvt. Ltd.
EquiBoost FinServ Pvt. Ltd. is a fast-growing Wealth Management and Financial Advisory firm dedicated to helping individuals, HNIs, NRIs, and corporates achieve their financial goals. We provide comprehensive wealth management solutions across Mutual Funds, Equities, PMS, AIFs, Insurance, Loans, Financial Planning, and other investment products.
As we continue to expand, we are looking for an experienced professional who can independently manage operations while leading a high-performing team.
Position Summary
We are looking for a Senior Manager with prior experience in a Financial Advisory, Wealth Management, Stock Broking, Mutual Fund Distribution, or Capital Market organization.
The ideal candidate should possess strong leadership capabilities, operational excellence, sound knowledge of financial products, and the ability to manage client servicing and internal teams efficiently.
This position is strictly for experienced professionals. Freshers or candidates without relevant industry experience should not apply.
Key ResponsibilitiesOperations Management
- Oversee end-to-end operational activities.
- Ensure smooth execution of client transactions.
- Manage account opening, KYC, compliance documentation, and operational workflows.
- Coordinate with AMCs, RTAs, Brokers, Custodians, Banks, and other intermediaries.
- Monitor operational efficiency and implement process improvements.
- Ensure adherence to SEBI, AMFI, and regulatory guidelines.
Team Leadership
- Lead, mentor, and supervise the operations and client servicing team.
- Allocate responsibilities and monitor team performance.
- Conduct regular reviews and training sessions.
- Build a culture of accountability and excellence.
Client Relationship Management
- Support Relationship Managers in delivering superior client experience.
- Resolve escalated client queries efficiently.
- Ensure timely execution of investment-related requests.
- Maintain high client satisfaction standards.
Financial Products & Capital Markets
The candidate should possess practical knowledge of:
- Mutual Funds/ SIF
- Smallcase
- Equity Markets
- SIP/STP/SWP
- Bonds & Fixed Income
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Insurance Products
- Financial Planning
- Capital Market operationsProcess & Compliance
- Ensure compliance with internal policies and regulatory requirements.
- Maintain operational records and documentation.
- Coordinate with auditors and compliance professionals whenever required.
Required Qualifications
- Graduate in Commerce, Finance, Business Administration, or related field.
- MBA (Finance) / CA Inter / NISM Certifications will be an added advantage.
Experience Required
- Minimum 2–3 years of relevant experience in:
- Wealth Management
- Financial Advisory
- Mutual Fund Distribution
- Stock Broking
- Capital Markets
- Investment Advisory
Only candidates with relevant industry experience should apply.
What We Offer
- Leadership role in
- Knowledge of Mutual Funds and Financial Products
- Excellent operational management skills
- Team handling experience
- Leadership abilities
- Strong communication and interpersonal skills
- Client relationship management
- Problem-solving mindset
- Attention to detail
- Good knowledge of Microsoft Excel and CRM software
Pay: ₹360,000.00 - ₹600,000.00 per year
Benefits:
- Cell phone reimbursement
- Leave encashment
- Paid sick time
- Paid time off
Work Location: In person
