Relationship Mgr-Mutual Fund Retail Sales ( IFA / ND)-Bangalore

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.

 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

 

 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