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.
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
- Financial Services preferably Mutual Fund sales
- 5-10 years of experience.