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Invesco MF

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Team Leader - Retail Sales

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Description

Generating Business

· Devise strategies for driving distributor relationships, sales targets and market share from the assigned channel.

· Lay out the roadmap for broad basing the number of sales points (distributors) by identifying & driving the tie ups with various distributor groups.

· Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule team’s activities so these targets are met.

· Leading and monitoring the team efficiency, sales target achievement and sales effort through regular call reports, MIS and ensuring the adherence to the sales process of the organization.

· Drive profitability & market share from the sourced AUM by the team.


Sales support & market intelligence

· Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organization.

· Track & rectify any gaps in daily Sales MIS across various products for the channel.

· Inculcate an attitude of continuous learning & improvement within the team. Ensure team is up to date on product knowledge & market information.

· Drive awareness on other organization processes & initiatives in the team.

· Track activities & sales expenses incurred during the month and drive focused products & share feedback with the team.

· Co-ordinate inter departmental efforts for flawless transaction experience for the distributor.

Knowledge / Skills / Education Qualifications:

· Excellent inter personal 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.

· Good knowledge of MS Word, Excel and PowerPoint

· Strong on analytics and problem-solving skills.

· Coaching skills.

· NISM Series V - Mutual Funds Distributor Module certified

Personal Characteristics and Behaviours:

· Excellent & respectful Communication

· Thinking ahead & making fact-based decisions

· Passion for excellence through strong execution

· A positive and go getter attitude, strong leader.

· Display entrepreneurial drive, passion and enthusiasm.

· Customer oriented attitude

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, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status.

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