Relationship Manager Retail Sales

Year    Kolkata, West Bengal, India

Job Description


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.
  • Drive profitability & market share for 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
  • Coordinate with product and research team to provide support to the channel partners.
  • 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 & 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
  • Strong on analytics and problem-solving skills.
  • Aptitude for building positive relationships

Certifications

  • NISM Series V - Mutual Funds Distributor Module certified

Competencies

  • Excellent Communication \xe2\x80\x93 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
  • Financial Services preferably Mutual Fund sales
  • 5-10 years of experience

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Job Detail

  • Job Id
    JD2998414
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Kolkata, West Bengal, India
  • Education
    Not mentioned
  • Experience
    Year