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Job Type
Full Time
Job Details
As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! 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.
- Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow 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 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.
- 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 organization.
- 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 PMS XXIA module certification (desired)
- Excellent Communication – communicates with confidence.
- Collaboration
- Innovation & Continuous Improvement
- Client centricity
- 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
- 2-10 years of experience
- Competitive Compensation
- Flexible, Hybrid Work
- 30 days’ Annual Leave + Public Holidays
- Life Insurance
- Retirement Planning
- Group Personal Accident Insurance
- Medical Insurance for Employee and Family
- Annual Health Check-up
- 26 weeks Maternity Leave
- Paternal Leave
- Adoption Leave
- Near site Childcare Facility
- Employee Assistance Program
- Study Support
- Employee Stock Purchase Plan
- ESG Commitments and Goals
- Business Resource Groups
- Career Development Programs
- Mentoring Programs
- Invesco Cares
- Dress for your Day
About the Company
Invesco, Ltd.
Atlanta, GA, United States
We’re proud to be an investment firm that achieves moretogether. One that’s focused on doing work that matters. One that gives a voice to every... Read more