Job
Description
As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly. Your Team Retail Sales Channel for Invesco MF business. Predominantly drive sales thru B2B Channel (via Mutual Fund Distributors like NDs, Banks, Individual MF Distributors) Your Role Branch In Charge for Surat Branch. Drive and grow Retail Sales Channel for Invesco MF business. Predominantly drive sales thru B2B Channel via Mutual Fund Distributors like NDs, Banks, Individual MF Distributors). Achieve assigned annual sales targets. Main contact point for Sales & Distribution for South Gujarat region based out of Surat. You Will Be Responsible For: * Independently managing Surat Branch (as a Branch In Charge for South Gujarat) and responsible for overall branch functioning * Business development via B2B MF Channels, achieve sales targets for Surat Branch * Develop and manage B2B / MFDs distribution channel partners (across channels like Pvt Banks, National Distributors, Independent MFDs etc) * Responsible and key point of contact for sales & distribution, sales support for assigned geographical territory (i. e. South Gujarat based out of Surat) * Responsible for multiple sales and engagement activities with different categories of MFDs * Responsible to run specific sales drives like NFOs or any other business development agenda The Experience You Bring: 7 to 10 years of sales experience in Asset Management industry , specifically sales and distribution management * Managing and having deep understanding about multiple MF distribution segments/channels (like Individual Financial Distributors, Pvt Banks, National Distributors etc) * Able to conduct different types of sales activities like product presentations, group meets etc * Able to handle and communicate business relationships with key / large MFDs * Able to handle wide distribution network & regular communication with them **The information below comes from the Job Leveling Guide and is meant to assist you in writing the job description. Please delete once you have completed the job description** General Role Profile * Independently managing Surat Branch (as a Branch In charge for South Gujarat) and responsible for overall branch functioning * Managing and having deep understanding about multiple MF distribution segments/channels (like Individual Financial Distributors, Pvt Banks, National Distributors etc) for Surat (South Gujarat) * Able to conduct different types of sales activities like product presentations, group meets etc * Able to handle and communicate business relationships with key / large MFDs * Able to handle wide distribution network & regular communication with them Uses general awareness of business, financials, products, services and the market to work within an assigned territory/client base Manages South Gujarat territory (Surat, Navsari, Valsad, Vapi etc). Has structured direct contact with clients with limited authority and opportunity to set and negotiate product and/or service terms Executes defined sales process, local sales strategies Manages sales activities like NJ India (to conduct broker meets, investor meets etc) Knowledge Requires intermediate level MF business, products knowledge and awareness of AMC level B2B sales practices for Surat and transactional/operational methods as per Asset Management Industry Business Acumen Asset Management Industry norms, applies general knowledge of business development through AMC sales experience, negotiation, relationship building and communication Problem Solving Independently manage routine task issue as Branch In Charge for Asset Management business Independently manage local level business and operational queries and resolutions Learns to use the concepts of the skill acquired through formal training or equivalent experience Learns internal policies and procedures Impact Uses basic judgment Has limited impact on quality, timeliness and effectiveness of the Team Works within standardized procedures and practices to achieve objectives and meet deadlines Leadership Typically, no supervisory responsibilities Accountable for developing customer services and developmental capabilities 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 What s in it for you? 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 As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly. Your Team Retail Sales Channel for Invesco MF business. Predominantly drive sales thru B2B Channel (via Mutual Fund Distributors like NDs, Banks, Individual MF Distributors) Your Role Branch In Charge for Surat Branch. Drive and grow Retail Sales Channel for Invesco MF business. Predominantly drive sales thru B2B Channel via Mutual Fund Distributors like NDs, Banks, Individual MF Distributors). Achieve assigned annual sales targets. Main contact point for Sales & Distribution for South Gujarat region based out of Surat. You Will Be Responsible For: * Independently managing Surat Branch (as a Branch In Charge for South Gujarat) and responsible for overall branch functioning * Business development via B2B MF Channels, achieve sales targets for Surat Branch * Develop and manage B2B / MFDs distribution channel partners (across channels like Pvt Banks, National Distributors, Independent MFDs etc) * Responsible and key point of contact for sales & distribution, sales support for assigned geographical territory (i. e. South Gujarat based out of Surat) * Responsible for multiple sales and engagement activities with different categories of MFDs * Responsible to run specific sales drives like NFOs or any other business development agenda The Experience You Bring: 7 to 10 years of sales experience in Asset Management industry , specifically sales and distribution management * Managing and having deep understanding about multiple MF distribution segments/channels (like Individual Financial Distributors, Pvt Banks, National Distributors etc) * Able to conduct different types of sales activities like product presentations, group meets etc * Able to handle and communicate business relationships with key / large MFDs * Able to handle wide distribution network & regular communication with them **The information below comes from the Job Leveling Guide and is meant to assist you in writing the job description. Please delete once you have completed the job description** General Role Profile * Independently managing Surat Branch (as a Branch In charge for South Gujarat) and responsible for overall branch functioning * Managing and having deep understanding about multiple MF distribution segments/channels (like Individual Financial Distributors, Pvt Banks, National Distributors etc) for Surat (South Gujarat) * Able to conduct different types of sales activities like product presentations, group meets etc * Able to handle and communicate business relationships with key / large MFDs * Able to handle wide distribution network & regular communication with them Uses general awareness of business, financials, products, services and the market to work within an assigned territory/client base Manages South Gujarat territory (Surat, Navsari, Valsad, Vapi etc). Has structured direct contact with clients with limited authority and opportunity to set and negotiate product and/or service terms Executes defined sales process, local sales strategies Manages sales activities like NJ India (to conduct broker meets, investor meets etc) Knowledge Requires intermediate level MF business, products knowledge and awareness of AMC level B2B sales practices for Surat and transactional/operational methods as per Asset Management Industry Business Acumen Asset Management Industry norms, applies general knowledge of business development through AMC sales experience, negotiation, relationship building and communication Problem Solving Independently manage routine task issue as Branch In Charge for Asset Management business Independently manage local level business and operational queries and resolutions Learns to use the concepts of the skill acquired through formal training or equivalent experience Learns internal policies and procedures Impact Uses basic judgment Has limited impact on quality, timeliness and effectiveness of the Team Works within standardized procedures and practices to achieve objectives and meet deadlines Leadership Typically, no supervisory responsibilities Accountable for developing customer services and developmental capabilities 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 What s in it for you? 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
