Registered Investment Advisers – Financial Services

2 weeks ago


mumbai, India Arin Consultancy Private Limited Full time

Job Overview

As a Sales Manager you will play a crucial role in nurturing and expanding our direct client base and maintaining relationships with registered investment advisers (RIAs) and execution only platforms (EOPs).

Key Responsibilities:

Managing direct clients Identifying, prospecting and acquiring new clients. Developing and maintaining relationships with existing clients. Understanding clients needs and recommending suitable investment solutions. Providing regular updates and insights on market trends and investment products. Engaging with Registered Investment Advisers (RIAs) and execution only platforms (EOPs) Building and fostering relationships with RIAs & EOPs, serving as their primary contact for product information and support. Conducting regular meetings and training sessions to educate RIAs on our investment products. Collaborating with EOPs to develop strategies that align our offerings with theirs to ensure visibility.

Qualifications:

Bachelor’s or Master’s degree in Finance, Business or related field A minimum of 5 years of experience in mutual find sales or a related financial services industry AMFI/NISM certification is mandatory.
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