Relationship Manager - MF Retail Sales - MFD

Invesco MF; New Delhi; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Invesco Mutual Fund (Invesco MF) is seeking a field-based sales professional to drive distributor growth and sustain fund subscriptions across channels. You will work with distributors to deepen market penetration and meet annual sales targets, while maintaining regular partner communications and providing product knowledge.

The role emphasizes relationship-building, market intelligence, and hands-on sales execution in a dynamic asset management environment.

Qualifications

• Well entrenched & networked in the local AMC market.
• Strong grasp of investment concepts across equity and fixed income.
• Excellent communication and relationship-building skills.

Responsibilities

• Generate business by growing distributor relationships and expanding market reach.
• Meet defined sales targets through regular planning and activity scheduling.
• Maintain call reports and implement the sales process.

Skills

AMC market network

Investment concepts

Relationship building

Tools

MS Word

Excel

PowerPoint

Job description

Employee

Job Description

POSITION:

Reports to (Position):

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 & 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.