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Senior Manager Operations & Client Relationship

1.00 to 10.00 Years   Mumbai City   01 Aug, 2026
Equiboost Finserv Pvt Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    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 SummaryWe 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 ManagementOversee 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 LeadershipLead, 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 ManagementSupport 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/ SIFSmallcaseEquity MarketsSIP/STP/SWPBonds & Fixed IncomePortfolio Management Services (PMS)Alternative Investment Funds (AIF)Insurance ProductsFinancial PlanningCapital Market operationsProcess & ComplianceEnsure compliance with internal policies and regulatory requirements.Maintain operational records and documentation.Coordinate with auditors and compliance professionals whenever required.Required QualificationsGraduate in Commerce, Finance, Business Administration, or related field.MBA (Finance) / CA Inter / NISM Certifications will be an added advantage.Experience RequiredMinimum 23 years of relevant experience in:Wealth ManagementFinancial AdvisoryMutual Fund DistributionStock BrokingCapital MarketsInvestment AdvisoryOnly candidates with relevant industry experience should apply.What We OfferLeadership role inKnowledge of Mutual Funds and Financial ProductsExcellent operational management skillsTeam handling experienceLeadership abilitiesStrong communication and interpersonal skillsClient relationship managementProblem-solving mindsetAttention to detailGood knowledge of Microsoft Excel and CRM softwareCompensation: 360,000.00 - 600,000.00 per yearBenefitsCell phone reimbursementLeave encashmentPaid sick timePaid time offWork Location: In person .

Keyskills :
Operations ManagementClient ServicingFinancial ProductsCapital MarketsComplianceTeam LeadershipClient Relationship ManagementFinancial PlanningMicrosoft Excel

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