▷ Apply in 3 Minutes Relationship Mgr-mutual Fund Retail Sales

3 weeks ago

Bangalore Karnataka, India Talent Leads HR Solutions Full time

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

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