POSITION:

Relationship Manager -Retail Sales

Reports to (Position):

Channel Head/Cluster Head/Zonal Head - Retail Sales

Position Purpose:

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.

Principal Accountabilities:

Generating Business

Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization.
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.
Maintain call reports and implement the sales process of the organization.

Building positive relationships with channel partners

Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow sales.
Maintain & prioritise regular contact with channel partners to sustain and improve the relationship.
Ensure our distributors have a detailed understanding of our funds & products.
Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.
Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.
Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business

Sales support & market intelligence

Provide sales support to existing and new relationships, respond to more complex customer enquiries.
Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.

Knowledge, Skills, Competencies, and Certifications:

Knowledge, Skills & Expertise

Excellent interpersonal skills, communication & presentation skills
Well entrenched & networked in the local AMC market
Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets.
Effective knowledge of MS Word, Excel, and PowerPoint
Aptitude for building positive relationships

Certifications

NISM Series V - Mutual Funds Distributor Module certified (required)
NISM PMS XXIA module certification (desired)

Competencies

Excellent Communication – communicates with confidence
Collaboration
Innovation & Continuous Improvement
Client centricity

Attributes

A positive, go-getter attitude & acts as a part of a team.
Display entrepreneurial drive, passion and enthusiasm.
Focuses on clients

Preferred Industry Experience:

Financial Services preferably Mutual Fund sales
5-10 years of experience

Equal Opportunity Employer:

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.

Description

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See also