Relationship Manager - Jabalpur

Invesco MF

Jabalpur

On-site

INR 600,000 - 900,000

Full time

5 days ago
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Job summary

Invesco Mutual Fund (Invesco MF) seeks a Relationship Manager for Retail Sales in India to drive distributor engagement and fund subscriptions across assigned channels. The role emphasizes achieving sales targets through robust distributor networks, presenting fund information, and coordinating events with investors; prior mutual fund sales and strong communication are essential.

Based in India, the position focuses on on-site engagement with channel partners, requiring 5–10 years of experience

Qualifications

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

Responsibilities

  • Generate business by growing distributor relationships and deepening markets.
  • Achieve defined sales targets through planned activities and prioritization.
  • Maintain call reports and implement the sales process.
  • Provide sales support and respond to complex customer inquiries.
  • Coordinate distributor events, training, and investor education initiatives.
  • Identify and engage prospective distributors to generate future sales.

Skills

Well entrenched & networked in the AMC
Strong grasp of investment concepts &
Proficiency in MS Word, Excel & PowerP
Aptitude for building positive relatio
Excellent communication – confidence

Job description

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

28-02-2026

Job ID

Job_3041

Department

Location

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