Relationship Manager - Gorakhpur

<p style="line-height:1;"><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span></p><h2 style="margin:6pt 0in;line-height:1;"><span lang="en-au" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-au"><b><span style="font-family:Calibri;font-size:10px;"><u>POSITION:</u></span></b></span></h2><div><span lang="en-au" xml:lang="en-au"><font face="Calibri"><span style="font-size:10px;">Relationship Manager -Retail Sales</span></font></span></div><h2 style="margin:6pt 0in;line-height:1;"><b style="font-family:Calibri;font-size:10px;"><u>Reports to (Position):</u></b></h2><div><font face="Calibri"><span style="font-size:10px;">Channel Head/Cluster Head/Zonal Head - Retail Sales</span></font><u></u></div><h2 style="margin:6pt 0in;line-height:1;"><b style="font-size:14px;"><span style="font-size:10pt;line-height:115%;"><span style="font-family:Calibri;font-size:10px;"><u>Position Purpose:</u></span></span></b></h2><div><font face="Calibri"><span style="font-size:10px;">Working with distributors across assigned channels to achieve continuous and sustained subscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets.</span></font></div><h2 style="margin:6pt 0in;line-height:1;"><b style="font-size:14px;"><span style="font-size:10pt;line-height:115%;"><span style="font-family:Calibri;font-size:10px;"><u>Principal Accountabilities:</u></span></span></b></h2><div><span style="line-height:115%;"></span><div><font face="Calibri"><span style="font-size:10px;"><b>Generating Business</b></span></font></div><div><ul style="padding-left:2.5rem;"><li><font face="Calibri"><span style="font-size:10px;">Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so targets are met.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Maintain call reports and implement the sales process of the organization.</span></font></li></ul></div><div><font face="Calibri"><span style="font-size:10px;"><b>Building positive relationships with channel partners</b></span></font></div><div><ul style="padding-left:2.5rem;"><li><font face="Calibri"><span style="font-size:10px;">Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow sales.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Maintain & prioritise regular contact with channel partners to sustain and improve the relationship.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Ensure our distributors have a detailed understanding of our funds & products.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business</span></font></li></ul></div><div><font face="Calibri"><span style="font-size:10px;"><b>Sales support & market intelligence</b></span></font></div><div><ul style="padding-left:2.5rem;"><li><font face="Calibri"><span style="font-size:10px;">Provide sales support to existing and new relationships, respond to more complex customer enquiries.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.</span></font></li></ul></div><div style="font-family:Calibri;font-size:10px;font-weight:bold;"><br /></div></div><h2 style="margin:6pt 0in;line-height:1;"><b style="font-size:14px;"><span style="font-size:10pt;line-height:115%;"><span style="font-family:Calibri;font-size:10px;"><u>Knowledge, Skills, Competencies, and Certifications:</u></span></span></b></h2><div><span style="line-height:115%;"></span><div><font face="Calibri"><span style="font-size:10px;"><b>Knowledge, Skills & Expertise</b></span></font></div><div><ul style="padding-left:2.5rem;"><li><font face="Calibri"><span style="font-size:10px;">Excellent interpersonal skills, communication & presentation skills</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Well entrenched & networked in the local AMC market</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Effective knowledge of MS Word, Excel, and PowerPoint</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Aptitude for building positive relationships</span></font></li></ul></div><div><font face="Calibri"><span style="font-size:10px;"><b><br /></b></span></font></div><div><font face="Calibri"><span style="font-size:10px;"><b>Certifications</b></span></font></div><div><ul style="padding-left:2.5rem;"><li><font face="Calibri"><span style="font-size:10px;">NISM Series V - Mutual Funds Distributor Module certified (required)</span></font></li><li><font face="Calibri"><span style="font-size:10px;">NISM PMS XXIA module certification (desired) </span></font></li></ul></div><div><font face="Calibri"><span style="font-size:10px;"><b><br /></b></span></font></div><div><font face="Calibri"><span style="font-size:10px;"><b>Competencies</b></span></font></div><div><ul style="padding-left:2.5rem;"><li><font face="Calibri"><span style="font-size:10px;">Excellent Communication – communicates with confidence </span></font></li><li><font face="Calibri"><span style="font-size:10px;">Collaboration</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Innovation & Continuous Improvement</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Client centricity </span></font></li></ul></div><div><font face="Calibri"><span style="font-size:10px;"><b>Attributes</b></span></font></div><div><ul style="padding-left:2.5rem;"><li><font face="Calibri"><span style="font-size:10px;">A positive, go-getter attitude & acts as a part of a team.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Display entrepreneurial drive, passion and enthusiasm.</span></font></li><li><font face="Calibri"><span style="font-size:10px;">Focuses on clients</span></font></li></ul></div><div style="font-family:Calibri;font-size:10px;font-weight:bold;"><br /></div></div><h2 style="margin:6pt 0in;line-height:1;"><b style="font-family:Calibri, sans-serif;font-size:10pt;"><span style="font-family:Calibri;font-size:10px;"><u>Preferred Industry Experience:</u></span></b></h2><div><div><ul style="padding-left:2.5rem;"><li><font face="Calibri"><span style="font-size:10px;">Financial Services preferably Mutual Fund sales</span></font></li><li><font face="Calibri"><span style="font-size:10px;">5-10 years of experience</span></font></li></ul></div><div style="font-family:Calibri;font-size:10px;font-weight:bold;"><br /></div></div><h2 style="margin:6pt 0in;line-height:1;"><b style="font-family:Calibri, sans-serif;font-size:10pt;"><span style="font-family:Calibri;font-size:10px;"><u>Equal Opportunity Employer:</u></span></b></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;font-weight:normal;">Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, colour, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. </span></font></h2><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span>