Relationship Manager - Patna

Invesco MF; Patna; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

Invesco MF in Patna seeks a Channel Head/Cluster Head/Zonal Head for Retail Sales. You will drive distributor partnerships, deepen markets for funds and manage sales targets through structured plans.

The role requires 5–10 years in financial services, especially mutual fund sales, with strong communication and relationship-building skills. Collaboration with partners and staff is essential.

Qualifications

• 5–10 years in financial services.
• Mutual fund sales experience preferred.
• Strong communication and presentation skills.

Responsibilities

• Develop distributor relationships to grow fund sales.
• Meet defined sales targets through planned activities.
• Provide product information and investment updates to partners.
• Coordinate distributor events and investor education initiatives.
• Maintain distributor call reports and sales processes.

Skills

Investment concepts

Relationship building

Sales strategy

Sales planning

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, 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.