Relationship Development Specialist

4 weeks ago


Mumbai, Maharashtra, India OppenheimerFunds Distributor, Inc Full time

About the Role:

This is an exciting opportunity to join our team as a Relationship Development Specialist, where you will play a key role in growing our distributor relationships and driving business growth.

Key Responsibilities:

  • 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.

Working Relationships:

  • 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

Communications & 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.

Requirements:

  • 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
  • Financial Services preferably Mutual Fund sales
  • 5-10 years of experience

About Invesco:

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.

At 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.

Our Benefits:

  • 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


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