Relationship Manager - Bhubaneshwar

Invesco MF; Khordha; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Invesco MF is seeking a Relationship Manager - Retail Sales to drive distributor relationships and grow funds sales in Bhubaneswar, Odisha. You will work with channel partners to meet sales targets, educate distributors on our funds, and coordinate events and investor education initiatives.

Ideal candidates have 5–10 years in financial services, a strong AMC market network, and excellent communication skills to build long-term relationships with distributors and investors.

Qualifications

• Knowledge of investment concepts and products in asset management.
• Strong network in local AMC market.
• Excellent communication skills.
• Aptitude for building positive relationships.

Responsibilities

• Contribute to sustained growth in sales through distributor relationship development.
• Meet defined sales targets via annual/ quarterly/ monthly plans; prioritize activities.
• Maintain call reports and follow the organization’s sales process.
• Strengthen relationships with channel partners and educate them on funds and products.
• Coordinate distributor events, training initiatives, fund manager calls, and investor education.
• Identify prospective distributors to build relationships for future sales and repeat business.
• Provide sales support and respond to complex customer inquiries.
• Collect market and competitor intelligence and share insights.

Skills

AMC market networking

Investment concepts (equities & fixed 

Relationship building

MS Word, Excel, PowerPoint

Tools

MS Word

Excel

PowerPoint

Job description

Bhubaneswar, Bhubaneshwar, Odisha, India

5 - 10 Years

Employee

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.

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
• 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, andCertifications:

Knowledge, Skills & Expertise

• 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

• Excellent Communication – communicates with confidence

Attributes

• A positive, go-getter attitude & acts as a part of a team.
• Display entrepreneurial drive, passion and enthusiasm.
• Focuses on clients

Preferred IndustryExperience:

• 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.

Location Bhubaneswar, Bhubaneshwar, Odisha, India