Relationship Manager -( Retail Sales â Banking Channel)
Relationship Manager -( Retail Sales â Banking Channel)
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Job Description
With an average asset base of over INR 125685 crores (for the quarter ending March 2025) Invesco Asset Management (India) aims to serve investment needs of domestic and global investors individuals corporate and institutions through mutual funds and sub-advised portfolios. Our product portfolio is managed by individually focused management teams to create optimum balance and results. We are committed to providing financial care and top class service. We subscribe to sustainable business models and processes that factor in the dynamism of the business in fast changing market scenarios. Investors can expect best-in-class investment products that will leverage on our expertise and global resources of Invesco.
Role: Relationship Manager
Location: Delhi
Position Purpose: Achieve set Sales Targets by working with Banking and Wealth Channel Partners with the end result of continuous subscriptions / Business Sales of organizations schemes and ensuring adequate mix across all products.
Someone with Private Banking channel sales experience would be preferred who is well entrenched and networked in Delhi Banking.
Roles and Responsibilities
- Contribute to sustained growth in sales and deepen markets and relationships with Business Partners / Wealth Managers/ Bankers. Achieve defined sales targets through consistent sales effort.
- Maintain & prioritize regular contact with channel partners to sustain and improve the relationship and market share (SOW).
- Building positive relationships with MFDs/ ARNs / channel partners.
- Knowledge domain: Strong grasp of investment concepts and products in the AMC including a very good understanding of equity & fixed income. Be up the curve on domain knowledge and ensure that distributors have a detailed understanding of our funds & products.
- Offer support to channel partners on marketing material product information investment strategies etc
- Provide sales support to existing and new relationships manage the relationships effectively and resolve their queries promptly.
Skills:
- Excellent interpersonal skills communication & presentation skills
- Well entrenched & networked in the local AMC market.
- Strong grasp of investment concepts and products in the AMC including a very good understanding of equity & fixed income markets.
- Effective knowledge of MS Word Excel and PowerPoint
- A positive and go getter attitude & strong teammate.
- Customer oriented attitude
Certifications
NISM Series V - Mutual Funds Distributor Module certified
PMS NISM Certification - Series - XXI-A
Employment Type
Full-time
