Relationship Manager

2 weeks ago

Rajkot, Gujarat, India OppenheimerFunds Distributor, Inc Full time

Job Summary:

We are seeking a highly motivated and experienced Relationship Manager to join our team at OppenheimerFunds Distributor, Inc. The successful candidate will be responsible for building and maintaining strong relationships with our distributors across assigned channels, driving continuous and sustained subscription to our organization's funds, and ensuring adequate mix of product sales to achieve set sales targets.

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.
  • Drive profitability & market share for 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.

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.
  • Strong on analytics and problem-solving skills.
  • Aptitude for building positive relationships.
  • NISM Series V - Mutual Funds Distributor Module certified.
  • 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.
  • 5-10 years of experience.

What We Offer:

  • 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.

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).

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