19 Oct
OppenheimerFunds Distributor
Ahmedabad
Description
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.
- 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
Preferred Industry Experience
- 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.
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
No
Workplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office.
Why Invesco
In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients,
our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.
We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).
What’s in it for you?
As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.
Our benefit policy includes but not limited to:
- Competitive Compensation
- Flexible, Hybrid Work
- 30 days’ Annual Leave + Public Holidays
- Life Insurance
- Retirement Planning
- Group Personal Accident Insurance
- Medical Insurance for Employee and Family
- Annual Health Check-up
- 26 weeks Maternity Leave
- Paternal Leave
- Adoption Leave
- Near site Childcare Facility
- Employee Assistance Program
- Study Support
- Employee Stock Purchase Plan
- ESG Commitments and Goals
- Business Resource Groups
- Career Development Programs
- Mentoring Programs
- Invesco Cares
- Dress for your Day
In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth.
Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence.
To know more about us
About Invesco:
About our Culture:
About our D&I; policy:
About our CR program:
Apply for the role @ Invesco Careers :
▶️ Relationship Manager - Retail Sales
🖊️ OppenheimerFunds Distributor
📍 Ahmedabad