Relationship Manager-Retail Sales

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

Sales support & market intelligence

• 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

• NISM Series V - Mutual Funds Distributor Module certified (required)

• NISM PMS XXIA module certification (desired)

Competencies

• Excellent Communication – communicates with confidence

• Collaboration

• Innovation & Continuous Improvement

• Client centricity

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