Relationship Manager - MFD - Kolkata

Invesco MF; Kolkata District; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

Invesco MF is seeking a Channel/Cluster/Zonal Head - Retail Sales to drive growth through distributors across assigned channels. You will develop long-term distributor relationships, promote funds, and ensure a strong product mix to meet sales targets.

The role requires building networks in the local AMC market, deep investment knowledge, and the ability to lead calls with investors and partners. Strong communication skills and sales leadership are essential.

Qualifications

• Excellent interpersonal skills, communication & presentation abilities.
• Aptitude for building positive relationships with channel partners and distributors.
• Entrepreneurial drive with passion and teamwork.
• Strong client focus and drive to achieve sales targets.

Responsibilities

• Generate business by sustaining distributor relationships and growing market share.
• Meet defined sales targets with annual/quarterly/monthly plans and prioritize activities.
• Maintain call reports and implement the organization’s sales process.
• Strengthen relationships with channel partners and entrench the Invesco brand.
• Provide support on marketing material, product information, investment strategies and joint calls with investors.
• Coordinate distributor events, training, fund manager calls and investor education.

Skills

Excellent interpersonal skills

Aptitude for building positive client/

Entrepreneurial drive

Focus on clients

Tools

MS Word

MS Excel

PowerPoint

Job description

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, and Certifications:

Knowledge, Skills & Expertise

• Excellent interpersonal skills, communication & presentation skills
• 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
• Innovation & Continuous Improvement

Attributes

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

Preferred Industry Experience:

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

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.