Relationship Manager - Gorakhpur

Invesco MF; Gorakhpur District; Presencial; INR 700.000 - 1.200.000; Jornada completa

Descripción de la vacante

Invesco MF in India seeks a Relationship Manager - Retail Sales to work with distributors across assigned channels, driving subscription to our funds and ensuring the right product mix to achieve sales targets. You will strengthen channel relationships, provide fund knowledge, support marketing and investor education efforts, coordinate distributor events, and respond to complex inquiries.

5–10 years in financial services with mutual fund sales is preferred, plus strong Excel and PowerPoint

Formación

• Well entrenched & networked in the local AMC market.
• Strong grasp of investment concepts and products in asset management including equity & fixed income.
• Proficient in MS Word, Excel and PowerPoint.
• Excellent communication – communicates with confidence.

Responsabilidades

• Contribute to sustained growth in sales through distributor relationships and market deepening.
• Achieve defined sales targets by planning annual, quarterly, monthly or weekly activities.
• Maintain call reports and follow the sales process of the organization.
• Coordinate and lead distributor events, training initiatives and investor education activities.

Conocimientos

Distributor relations

Investment concepts

Communication

MS Office proficiency

Herramientas

MS Word

Excel

PowerPoint

Descripción del empleo

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.

Job Snapshot

Updated Date

10-04-2026

Job ID

Job_3088

Department

Location