Job Description
– 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.
– Drive profitability & market share for 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
– Coordinate with product and research team to provide support to the channel partners.
– 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
– 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
– Strong on analytics and problem-solving skills.
– Aptitude for building positive relationships
Certifications
– NISM Series V – Mutual Funds Distributor Module certified
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
– Financial Services preferably Mutual Fund sales
– 5-10 years of experience
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