Product & Marketing (Asset Management)

Job Description

Equirus Wealth Private Limited

Job Description

About Equirus

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.

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

Product & Marketing

This role reports to the Chief Business Officer

Job description

Roles and Responsibilities

Product Strategy & Development

• Define the product roadmap and positioning in alignment with the overall business strategy.
• Lead the end-to-end new product development process, including ideation, feasibility assessment, internal alignment, SEBI filing, and product launch.
• Identify gaps and opportunities in the product suite based on evolving investor preferences, competition, and market environment.

Product Management

• Own the performance monitoring and lifecycle management of existing products.
• Review and optimize product pricing in line with market trends and investor expectations.
• Conduct periodic product rationalization reviews to ensure relevance and profitability.

Market & Competitor Analysis

• Conduct detailed analysis of the market, investor behavior, competitor offerings, and regulatory developments.
• Generate insights to inform product development, positioning, and marketing strategies.

Cross-Functional Collaboration

• Work closely with investment teams to ensure product design aligns with investment capabilities.
• Liaise with compliance and legal teams to ensure adherence to regulatory requirements.
• Coordinate with marketing and sales for effective go-to-market strategies and product messaging.

Marketing & Sales Enablement

• Develop product communication strategies, including positioning, content creation, and campaign planning.
• Enable sales through tools, product decks, training sessions, FAQs, and client presentations.
• Ensure accurate and timely updates across all investor touchpoints including websites, factsheets, and disclosure.

Regulatory & Compliance

• Ensure all product documents, communications, and features meet SEBI and internal compliance standards.
• Regularly update product materials in line with regulatory changes or business updates.

Regulatory & Compliance

• Ensure all product documents, communications, and features meet SEBI and internal compliance standards.
• Regularly update product materials in line with regulatory changes or business updates.

Location

Mumbai

Role Requirement

• MBA or equivalent qualification.
• 8–15 years of experience in product role within the PMS / AIF / Mutual Fund industry.
• Proficient in data analysis and presentation tools (Excel, PowerPoint, etc.).
• Strong interpersonal and stakeholder management skills.
• Ability to work in a fast-paced, cross-functional environment.

NISM XXI A PMS distributors certified

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About the Job

Salary

Negotiable

Company

Equirus

Role

Product & Marketing (Asset Management)

Category

Asset Management

Location

Mumbai, India, Asia

Employment Type

Full time