Relationship Manager

1 month ago


bangalore, India OppenheimerFunds Distributor, Inc Full time

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 – 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

Equal Opportunity Employer

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, colour, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model


At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

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 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco:

About our Culture:

About our D&I policy:

About our CR program:

Apply for the role @ Invesco Careers :


  • Relationship Manager

    3 months ago


    bangalore, India Varthana Finance Private Limited Full time

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers....

  • Relationship Manager

    2 months ago


    bangalore, India Mudrex Inc. Full time

    Mudrex is a Y Combinator-backed platform on a mission to democratize investing, with the primary goal of making crypto investing easy and accessible to everyone. Our flagship product, Coin Sets, which focuses on simplifying investing, is loved universally. We are growing rapidly- today, the Mudrex family is 1 million strong and counting.  And to sustain and...

  • Relationship Manager

    4 weeks ago


    bangalore, India Mudrex Inc. Full time

    Mudrex is a Y Combinator-backed platform on a mission to democratize investing, with the primary goal of making crypto investing easy and accessible to everyone. Our flagship product, Coin Sets, which focuses on simplifying investing, is loved universally. We are growing rapidly- today, the Mudrex family is 1 million strong and counting.  And to sustain and...

  • Relationship Manager

    5 hours ago


    bangalore, India Fourth Frontier Full time

    Position Summary: Fourth Frontier is a pioneering health tech company that builds and offers products and services for monitoring and improving heart health for people across the world. Cardiovascular disease is the leading cause of mortality across the globe. Despite its importance, affordable products and services to monitor and improve heart health from...

  • Relationship Manager

    4 weeks ago


    bangalore, India Anand Rathi Share and Stock Brokers Ltd Full time

    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

  • Relationship Manager

    1 month ago


    bangalore, India I CAP FINANCIAL SERVICES Full time

    Responsibilities: Responsible for business development through acquisition of high net-worth clients (client acquisition). Analyzing the market movements and keeping the clients updated on the same. Cross-sell products and services to both new and existing customers as per their lifestyle, risk profiling and requirements. Advising clients on stock market...

  • Relationship Manager

    4 weeks ago


    bangalore, India I CAP FINANCIAL SERVICES Full time

    Responsibilities: Responsible for business development through acquisition of high net-worth clients (client acquisition). Analyzing the market movements and keeping the clients updated on the same. Cross-sell products and services to both new and existing customers as per their lifestyle, risk profiling and requirements. Advising clients on stock market...

  • Relationship Manager

    2 months ago


    Bengaluru/ Bangalore, India timesjobs Full time

    JOB DETAILS1. To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporates2. To achieve and deepen business volume and numbers3. To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc4. To retain customers through efficient...

  • Relationship Manager

    4 weeks ago


    Bengaluru/ Bangalore, India timesjobs Full time

    JOB DETAILS1. To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporates2. To achieve and deepen business volume and numbers3. To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc4. To retain customers through efficient...

  • Relationship Manager

    3 months ago


    bangalore, India Vsnap Technology Solutions Pvt Ltd Full time

    Relationship Manager - JD   Homes247.in is seeking dynamic and active candidates who would be a perfect fit for the role of Relationship Managers. Candidates should be passionate about sales and business development and must play an active role in the team and enforce the Brand Image.   Come and Be a Part of India's Favourite Property Portal and scale...

  • Relationship Manager

    4 weeks ago


    bangalore, India Vsnap Technology Solutions Pvt Ltd Full time

    Relationship Manager - JD   Homes247.in is seeking dynamic and active candidates who would be a perfect fit for the role of Relationship Managers. Candidates should be passionate about sales and business development and must play an active role in the team and enforce the Brand Image.   Come and Be a Part of India's Favourite Property Portal and scale...

  • Relationship Manager

    3 months ago


    bangalore, India Max Life Insurance Full time

    Position Relationship Manager Incumbent 1 Department Direct Sales Force Function Reporting to BRM Band 4 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by...

  • Relationship Manager

    4 weeks ago


    bangalore, India Max Life Insurance Full time

    Position Relationship Manager Incumbent 1 Department Direct Sales Force Function Reporting to BRM Band 4 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by...


  • bangalore, India Arting Digital Private Limited Full time

    Position Title: Relationship Manager CTC: 7LPA Exp:  2+Location :BangaloreWorking Mode:  OnsitePrimary Skill:  Motor Insurance, Communication skills Qualification: Any Graduate Roles and responsibility:  Building relationship with stakeholders (Dealership, Insurance Companies) for Sales and Service Development of Motor Dealer channel across location...


  • bangalore, India Hiregis Full time

    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

  • Relationship Manager

    2 weeks ago


    bangalore, India TIGI HR ® Full time

    Title: Relationship Management Location: Bangalore (Local Candidates Preferred) Experience: 2-5 years Key Responsibilities Client Relationship Management: Build and maintain long-term client relationships. Serve as the main contact for clients, offering personalized service. Understand client needs to provide suitable real estate options. Sales and...


  • bangalore, India Square Capital Full time

    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...


  • bangalore, India Vsnap Technology Solutions Full time

    Homes247.in is seeking dynamic and active candidates who would be a perfect fit for the role of Relationship Managers. Candidates should be passionate about sales and business development and must play an active role in the team and enforce the Brand Image. Come and Be a Part of India's Favourite Property Portal and scale up your career with the best!...

  • Relationship Manager

    3 weeks ago


    Bangalore City, India Silkroutech Solutions Pvt Limited Full time

    Company Description Silkroutech Solutions Pvt Limited is a Cross Border Trade Tech Platform based in Bengaluru. Our platform provides Financial & Non-Financial tools to the Indian Exporters & Importers community. Weaim to empower businesses by enabling smoother trade transactions and providing comprehensive support. Role Description This is a full-time...


  • bangalore, India TekPillar Full time

    As a Relationship Manager, you will be responsible for examining the future customers and selling our products. You will also be responsible for handling customer complaints and resolving them in a timely manner. Responsibilities: Recognizing new customers via networking, cold calling, and other lead generation strategies Set and met sales earnings targets...