Relationship Manager - Jalandhar

<p class="MsoNormal"><b><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;">Position:</span></u></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;">Relationship Manager - Retail Sales</span></p><p></p><p class="MsoNormal"><b><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;">Reports To:</span></u></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Channel Head/Cluster Head/Zonal Head – Retail Sales</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><b><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Position Purpose:</span></u></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">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><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><b><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Principal Accountabilities:</span></u></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><b><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Generating Business</span></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><ul style="margin-top:0in;" type="disc"> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">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><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Maintain call reports and implement the sales process of the organization.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> </ul><p class="MsoNormal"><b><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Building positive relationships with channel partners</span></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><ul style="margin-top:0in;" type="disc"> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow sales.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Maintain & prioritise regular contact with channel partners to sustain and improve the relationship.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Ensure our distributors have a detailed understanding of our funds & products.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">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><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> </ul><p class="MsoNormal"><b><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Sales support & market intelligence</span></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><ul style="margin-top:0in;" type="disc"> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Provide sales support to existing and new relationships, respond to more complex customer enquiries.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> </ul><p class="MsoNormal"><b><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Knowledge, Skills & Expertise</span></u></b><b><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></u></b></p><p><b><u></u></b></p><b><u></u></b><p class="MsoListParagraphCxSpFirst" style="margin-left:40.5pt;text-indent:-0.25in;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Excellent interpersonal skills, communication & presentation skills</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="margin-left:40.5pt;text-indent:-0.25in;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Well entrenched & networked in the local AMC market</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="margin-left:40.5pt;text-indent:-0.25in;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="margin-left:40.5pt;text-indent:-0.25in;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Effective knowledge of MS Word, Excel, and PowerPoint</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoListParagraphCxSpLast" style="margin-left:40.5pt;text-indent:-0.25in;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Aptitude for building positive relationships</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au"> </span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Certifications</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoListParagraph" style="text-indent:-0.25in;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">NISM Series V - Mutual Funds Distributor Module certified (required)</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><ul style="margin-top:0in;" type="disc"> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">NISM PMS XXIA module certification (desired)</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> </ul><p class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au"> </span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Competencies</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><ul style="margin-top:0in;" type="disc"> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Excellent Communication – communicates with confidence</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Collaboration</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Innovation & Continuous Improvement</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Client centricity</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> </ul><p class="MsoNormal"><b><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au"> </span></b></p><p class="MsoNormal"><b><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Attributes</span></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><ul style="margin-top:0in;" type="disc"> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">A positive, go-getter attitude & acts as a part of a team.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Display entrepreneurial drive, passion and enthusiasm.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Focuses on clients</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> </ul><p class="MsoNormal"><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"> </span></p><p class="MsoNormal"><b><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Preferred Industry Experience</span></u></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><ul style="margin-top:0in;" type="disc"> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Financial Services preferably Mutual Fund sales</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> <li class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">5-10 years of experience<br /> <br /> </span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span><p></p></li> </ul><p class="MsoNormal"><b><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Equal Opportunity Employer:</span></u></b><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></p><p></p><p class="MsoNormal"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">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. <br /></span></p>