Relationship Manager - Jalandhar

Invesco MF; Jalandhar; On-site; INR 1,200,000 - 2,300,000; Full time

Job summary

Invesco MF is seeking a Channel Head/Cluster Head/Zonal Head for Retail Sales to drive distributor engagement, deepen market reach, and sustain subscription growth in mutual funds. You will lead initiatives that strengthen relationships with channel partners and ensure clear communication of fund products and investment strategies.

The role requires 5–10 years in financial services with strong sales discipline, excellent communication, and the ability to coordinate events and investor education

Qualifications

• 5–10 years of financial services or mutual fund sales experience.
• Strong knowledge of equity and fixed income markets.
• Excellent communication and relationship-building abilities.
• MS Office proficiency (Word, Excel, PowerPoint).

Responsibilities

• Generate business by growing distributor relationships and increasing market penetration.
• Achieve defined sales targets through planned activity and regular follow-ups with channel partners.
• Maintain call reports and coordinate distributor events, training, and investor education initiatives.

Skills

Communication

Relationship building

Entrepreneurial drive

Tools

MS Word

Excel

PowerPoint

Job description

ChannelHead/Cluster Head/Zonal Head – Retail Sales

PositionPurpose:

Working withdistributors across assigned channels to achieve continuous and sustainedsubscription to organization’s funds. Ensuring adequate mix of product sales toachieve set sales targets.

PrincipalAccountabilities:

GeneratingBusiness

• Contribute to sustained growth in sales throughinitiatives targeted at long term development of distributor relationshipsand deepen markets for the organization.
• Achieve defined sales targets through a steadysales effort by establishing annual, quarterly, monthly, or weekly salesplans and prioritize and schedule own activities so targets are met.
• Maintain call reports and implement the salesprocess of the organization.

Buildingpositive relationships with channel partners

• Strengthen working relationships with currentchannel partners and distributors to entrench the Invesco brand and growsales.
• Maintain & prioritise regular contact withchannel partners to sustain and improve the relationship.
• Ensure our distributors have a detailedunderstanding of our funds & products.
• Offer support to channel partners on marketingmaterial, product information, investment strategies, investment outlookand joint calls with prospective investors.
• Coordinate and lead distributor events, traininginitiatives geared at distributors, fund manager calls and InvestorEducation initiatives in your assigned channel and distributorrelationships.
• Identify, research, and contact prospectivedistributors to build positive relationships that will generate futuresales and repeat business
• Provide sales support to existing and newrelationships, respond to more complex customer enquiries.
• Collect market & competitor intelligence oninvestment strategies, engagement efforts and talent and share within theorganisation.

Knowledge,Skills & Expertise

Well entrenched & networked in the local AMCmarket

Strong grasp of investment concepts and products inthe 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 withconfidence

Attributes

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

PreferredIndustry Experience

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

EqualOpportunity Employer:

Invesco's cultureof inclusivity and its commitment to diversity in the workplace aredemonstrated through our people practices. We are proud to be an equalopportunity employer. All qualified applicants will receive consideration foremployment without regard to race, creed, colour, religion, sex, gender, genderidentity, sexual orientation, marital status, national origin, citizenshipstatus, disability, age, or veteran status.