Job Description

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
? 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

Skills Required