Job Description
Job Description :
Roles and ResponsibilitiesPOSITION: Relationship Manager - Retail Sales
Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization's funds and ensuring adequate mix across all products to achieve set sales targets.
PrincipalAccountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term developmentof distributor relationships and deep markets for the organization.
Achieve defined sales targets through a consistent sales effort by establishing annual,
quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so thesetargets are met.
Maintain call reports and implement the sales process of the organization.
Drive profitability & market share from the sourced AUM.
Building positive relationships with channel partners
Strengthen working relationships with current channel partners and distributors to entrenchthe Invesco brand and advance sales.
Maintain & prioritize 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 offered to distributors, Fund
manager calls and Investor Education initiatives in your assigned channel and distributor
relationships.
Identify, research, and contact prospective distributors and build positive relationships thatwill 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 customerenquiries.
Collect market & competitor intelligence on investment strategies, engagement efforts andtalent and share within the organisation.
Knowledge, Skills,Competencies
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 includinga 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 encouraging positive relationships
Certifications
NISM Series V - Mutual Funds Distributor Module certifiedCompetencies
Excellent Communication
Collaboration
Innovation & Continuous Improvement
Attributes
A positive and go getter attitude & strong teammate.
Display entrepreneurial drive, passion and enthusiasm.
Customer oriented attitude
Preferred IndustryExperience
Financial Services preferably Mutual Funds
1- 3 yrs
Roles and ResponsibilitiesPOSITION: Relationship Manager - Retail Sales
Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization's funds and ensuring adequate mix across all products to achieve set sales targets.
PrincipalAccountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term developmentof distributor relationships and deep markets for the organization.
Achieve defined sales targets through a consistent sales effort by establishing annual,
quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so thesetargets are met.
Maintain call reports and implement the sales process of the organization.
Drive profitability & market share from the sourced AUM.
Building positive relationships with channel partners
Strengthen working relationships with current channel partners and distributors to entrenchthe Invesco brand and advance sales.
Maintain & prioritize 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 offered to distributors, Fund
manager calls and Investor Education initiatives in your assigned channel and distributor
relationships.
Identify, research, and contact prospective distributors and build positive relationships thatwill 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 customerenquiries.
Collect market & competitor intelligence on investment strategies, engagement efforts andtalent and share within the organisation.
Knowledge, Skills,Competencies
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 includinga 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 encouraging positive relationships
Certifications
NISM Series V - Mutual Funds Distributor Module certifiedCompetencies
Excellent Communication
Collaboration
Innovation & Continuous Improvement
Attributes
A positive and go getter attitude & strong teammate.
Display entrepreneurial drive, passion and enthusiasm.
Customer oriented attitude
Preferred IndustryExperience
Financial Services preferably Mutual Funds
1- 3 yrs
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Retail Sales position is now open for candidates interested in the Counter Sales Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Counter Sales Jobs is a plus.
