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13 Job openings at Invesco Asset Management (India) Private Limited
VP & Company Secretary

Mumbai, Maharashtra, India

0 years

Not disclosed

On-site

Full Time

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 you're 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 Reports to: Head - Legal, Invesco Asset Management (India) Private Limited. Your Role: Primary point for communication with the Board of Directors, senior management and the firm's shareholders. Plays a key role in compliance with Companies Act, 2013, rules thereunder and applicable secretarial standards, and in administration of critical corporate matters, including corporate governance issues, mergers and acquisitions and other related activities. You Will Be Responsible For: Managing company secretarial function for Asset Management Company and the Trustee Company. The Experience You Bring: Qualified Company Secretary with 10-12 year of experience in handling company secretarial matters independently Strong communication skills and ability to deal with senior management functionaries including independent directors of the company Knowledge of Mutual Fund and PMS regulations, FEMA and other allied laws will be an added advantage Strong team player with experience in working in a dynamic organization in a collaborative manner General Role Profile Accountable for performance and results of a Team Adapts Team plans and priorities to address resource and operational opportunities Provides subject matter guidance to Team, colleagues and/or clients Knowledge Requires in-depth conceptual and practical knowledge of own and related job families and applies functional/process knowledge to diverse issues Business Acumen Applies and integrates industry best practices to achieve of objectives Problem Solving Identifies and resolves moderately complex business problems Impact Impacts the level of service and the Team’s ability to meet quality, volume, and timeliness of objectives Decisions are guided by Team policies, resource availability, budgets and the business plan Leadership Adapts plans and sets priorities to meet service and/or operational challenges Influence and Partnership Guides, influences, and persuades others internally and/or externally 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/ Show more Show less

Relationship Mgr-Retail Sales

Chandigarh, Chandigarh, India

0 years

Not disclosed

On-site

Full Time

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 you're 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 Your Team Retail Sales Your Role Relationship Manager You Will Be Responsible For: Managing distributors relationship across IFA, ND and Bank to achieve continuous and sustained subscriptions to organization funds. ensure adequate mix of product sales and meeting set target as well as handling distributors learning and engagement. General Role Profile Uses general awareness of business, financials, products, services and the market to work within an assigned territory/client base Manages smaller and less complex territory/account, products, services or sales process Has structured direct contact with clients with limited authority and opportunity to set and negotiate product and/or service terms Executes a basic sales process, focusing on transaction selling Relies on standardized process or scripts Knowledge Requires basic knowledge and awareness of practices and methods within own job family Certification: NISM Series V-Mutual Fund Distributor module certified. Business Acumen Applies general knowledge of business developed through education or experience Problem Solving Works on narrowly defined assignments of limited scope and complexity Initiative and independent judgment circumscribed by detailed instructions 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 Defers most decisions to immediate supervisor or adheres to detailed instructions Leadership Typically, no supervisory responsibilities Accountable for developing technical capabilities Influence and Partnership Exchanges straightforward information, asks questions and checks for understanding 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/ Show more Show less

Relationship Mgr-Retail Sales

Moradabad, Uttar Pradesh, India

5 years

Not disclosed

On-site

Full Time

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 you're 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 POSITION: Branch Manager – Retail Sales Reports to (Position): Zonal Head/Cluster Head – Retail Sales Position Purpose: Managing distributor relationships across IFA, NDs, and Banks to achieve continuous and sustained subscription to organization’s funds. Ensuring adequate mix of product sales and meeting set targets. Developing markets, enhancing market share as well as handling distributor learning across funds and various investment products on offer Principal Accountabilities: Generating Business Contribute to 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. Prioritize and schedule 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 drive 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. Team Management Coach and mentor team members to achieve their sales targets Knowledge, Skills, Competencies, And Certifications 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/ Show more Show less

AVP - Business Development

Mumbai, Maharashtra, India

8 years

Not disclosed

On-site

Full Time

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 you're 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 Business Development Manager / Sr. Manger – Business Development Managing key relationships across NDs, and Banks. Managing product recommendations and tie-ups. You Will Be Responsible For: Manage key central relationships across banking & national distribution counters. Responsible for carrying and driving sales targets for the mapped relationships by coordinating with internal/ external stakeholders. Manage distribution life-cycle to complete product recommendation. Key Actionable: Complete Empanelment & Online agreement documentation SWOT analysis of the distributor's landscape Product Engagement, Communication, Product approvals & Tie-up Pricing Strategy & Operations support Evaluate & present business case Manage and control distributor activities and pay-outs. Complete the process of AMC & Product Due Diligences with Banks and National Distributors. Liaison between internal stakeholders (Marketing, Operations, Compliance teams) and distributors. Tracking communication, recommendation & watch-list of Banks & NDs for our funds Certifications NISM Series V A - Mutual Funds Distributor Module certified NISM Series XXI A - NISM PMS Certificatied Competencies Excellent Communication – communicates with confidence Collaboration Innovation & Continuous Improvement Client centricity Attributes Good inter-personal skills Excellent communication & presentation skills Knowledge of AMC market Good Analytical skills Effectively operate in a team-oriented and collaborative environment Highly motivated self-starter Attention to details Excellent problem-solving capability Preferred Industry Experience Financial Services preferably Mutual Fund sales Post-graduate with valid NISM certification. Around 8-10 years of experience 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/ Show more Show less

AVP & Research Analyst - Equities

Mumbai, Maharashtra, India

0 years

Not disclosed

On-site

Full Time

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 you're 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 The candidate is expected to cover Healthcare Sector. Key responsibilities include : Doing research of sectors and companies Maintaining earning and sector models Regular meeting with corporates and channel check meetings Participating in research forums Assisting in compliance and regulatory matters Recommending top ideas to Fund management team 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/ Show more Show less

AVP & Zonal Head - Retail Sales

Chennai, Tamil Nadu, India

15 years

Not disclosed

On-site

Full Time

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 you're 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 You will be responsible for: Sales Strategy and Execution: Develop and implement the state-level sales strategy in alignment with the national and zonal objectives. Set and achieve sales targets for mutual fund products across various distribution channels including IFAs (Independent Financial Advisors), Banks, NDIs (Non-Depository Institutions), and direct sales. Analyse market trends, customer needs, and competitive activity to identify new business opportunities. Monitor and report on sales performance, providing regular updates to senior management. Lead, mentor, and manage a team of sales professionals, ensuring they have the necessary skills and resources to meet their targets. Conduct regular training and development sessions to enhance team capabilities in product knowledge, sales techniques, and regulatory compliance. Set clear objectives and performance metrics for the team, conducting regular performance reviews. Build and maintain strong relationships with key clients, distributors, and stakeholders in the region. Act as the primary point of contact for high-value clients and key accounts. Ensure all sales activities are compliant with regulatory guidelines and internal policies. Drive the expansion of the company’s market share within the state by exploring new markets, products, and channels. Present findings and strategic recommendations to the senior leadership team. Leadership: Proven track record in leading and managing large sales teams, with demonstrated success in achieving sales targets. Regulatory Knowledge: In-depth understanding of the mutual fund industry in India, including SEBI regulations and compliance requirements. Knowledge, Skills, Competencies, and Certifications: Strong analytical and strategic thinking capabilities. Excellent communication, negotiation, and relationship-building skills. Ability to work in a fast-paced, dynamic environment. Proficiency in MS Office, CRM systems, and sales analytics tools. The experience you bring (Educational Qualification/Experience): 15 years of experience Certification/s (role based): NISM Series V A-Mutual Fund NISM Series XXI A-PMS 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/ Show more Show less

Branch Manager - Retail Sales

Surat, Gujarat, India

7 years

Not disclosed

On-site

Full Time

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 you're 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 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/ Show more Show less

Relationship Manager - Retail Sales

Ahmedabad, Gujarat, India

8 years

Not disclosed

On-site

Full Time

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 you're 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 Your Role Relationship Management with Retail MFDs & BND Counters for business development at Ahmedabad You Will Be Responsible For: Connect with emerging and established MFDs & selective large BND counters at Ahmedabad Regular updates and sales activities with assigned business relationships Regular follow ups to navigate business development Achieve assigned KRAs for retail channel The Experience You Bring: 8-10 years of B2B sales experience in MF Industry at Ahmedabad. AMC/MF Industry sales experience is highly required General Role Profile Connect with emerging and established MFDs & selective large BND counters at Ahmedabad Regular updates and sales activities with assigned business relationships Regular follow ups to navigate business development Achieve assigned KRAs for retail channel Executes a basic sales process, focusing on transaction selling Regular product updates and communication into the given channel Knowledge Requires knowledge of MF products & industry know how. Requires understanding about overall economy, different markets like equity & Fixed income Requires understanding about competition analysis wrt products and sales strategies Business Acumen Applies general knowledge of business developed, managing business relationships through education or experience Problem Solving Works related to customer sales support and able to understand, resolve MFDs transactional queries Works related to understand revenue structures and brokerage calculations 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/ Show more Show less

Deputy Manager - Customer Service

Surat, Gujarat, India

2 years

None Not disclosed

On-site

Full Time

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 you're 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 Your Team Customer Service & RTA operations Your Role: Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone. You Will Be Responsible For: Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM. Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints, Manage the admin function of the branch Support the sales team w.r.t. new product information, regulatory changes etc. Manage the onboarding of investors Liaison and coordination with AMC branches and CSO’s across India The Experience You Bring: Minimum 2 years’ experience in branch operations for a Mutual Fund / AMC Good knowledge of MS-Office applications especially MS-Excel Familiarity with regulatory procedures, documentation and knowledge of KYC is required NISM Series V - Mutual Funds Distributor Module certified Certifications NISM Series V - Mutual Funds Distributor Module certified 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/

Deputy Manager - Customer Service

Ludhiana, Punjab, India

2 years

None Not disclosed

On-site

Full Time

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 you're 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 Your Team Customer Service Operations Your Role Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone. You Will Be Responsible For: You Will Be Responsible For: Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM. Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints Manage the admin function of the branch Support the sales team w.r.t. new product information, regulatory changes etc. Manage the onboarding of investors Liaison and coordination with AMC branches and CSO’s across India The Experience You Bring: Minimum 2 years’ experience in branch operations for a Mutual Fund / AMC Good knowledge of MS-Office applications especially MS-Excel Familiarity with regulatory procedures, documentation and knowledge of KYC is required NISM Series V - Mutual Funds Distributor Module certified Certifications NISM Series V - Mutual Funds Distributor Module certified The Experience You Bring: [We recommend 8 bullet points or fewer. Manager’s discretion] **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 Requires in-depth understanding gained through job-related training and considerable on-the-job experience to perform a range of tasks Takes a broad perspective to solve complex or unique problems Works autonomously within established procedures and practices Identifies key issues and patterns from partial/conflicting data Likely to act as an informal resource for colleagues with less experience 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/

Relationship Mgr-Retail Sales

Delhi, Delhi, India

0 years

None Not disclosed

On-site

Full Time

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 you're 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 POSITION: Relationship Manager - Retail Sales – Delhi / NCR Position Purpose: Achieve set Sales Targets by working with MFDs/ Banks/ Channel Partners with the end result of continuous Business Sales of organization's schemes and ensuring adequate mix across all products. Someone with Channel Sales experience/ B2B in an AMC / mutual Fund Company would be preferred who is well entrenched and networked in Delhi. 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 Required: 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 Required NISM Series V - Mutual Funds Distributor Module certified PMS NISM Certification - Series - XXI-A 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/

Manager - PMS Equities

Mumbai, Maharashtra, India

3 years

None Not disclosed

On-site

Full Time

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 you're 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 Core PMS Equity Dealing Generating Orders as per portfolio manager instructions via Wealth Spectrum. Placing orders and monitoring or the same and ensuring error free and best execution of trades for PMS Portfolios Manage multiple custodian, Non‐Custodian Clients and NRI Clients with respect to PMS trades. Co ordinating with PMS Operations team w.r.t to relevant post trade formalities. Participating in IPO (Anchor, main book) , Buyback, OFS deals on a case to case basis. Running Deviation reports/Quarterly rebalancing PMS Clients portfolio to align with Model Portfolio with minimum or nil deviation. Daily updation of PMS Portfolios in Bloomberg Port function. Updating Portfolio Manager on daily cash levels, update on ongoing trades (for both PMS strategies and Advisory mandates) Provide market intelligence to the portfolio manager. Provide inputs from a dealing perspective to Principal Officer while framing/modification of PMS policies. PMS Other Activities Sending scheme performance reports, holding statements, checking data sent by product marketing team prior to release etc. Giving timely Portfolio Health Checkup reports for prospective clients to sales team. Saving of month end portfolio files etc Run Portfolio attribution reports on Bloomberg PORT function and generate reports for all strategies at a stated frequency. To Co-ordinate and maintain record of stock research reports prepared by analyst team on portfolio companies, in respective folders/hard copies. Research Analysis and Support to Portfolio Manager: Uploading of advisory recommendations in inhouse Utility software for existing Equity Advisory mandates, based on instructions from portfolio manager. Maintenance of live portfolio monitoring excel files created on Bloomberg based on model portfolio and day end files. Assist Portfolio manager in updating the quarterly fund manager presentations, Strategy presentations , monthly commentaries, Newsletters etc. Assisting the Portfolio Manager during submission of Annual Due Diligence documents for existing advisory mandate and provide data inputs mandate while submitting documents for new RFP’s Assisting Portfolio manager in monitoring existing portfolio companies and helping him evaluative new ideas, rebalancing recommendations etc. Knowledge, Skills, Competencies, and Certifications: Strong knowledge of equity dealing function (Buy Side) especially in a PMS setup The candidate needs to have thorough knowledge of Wealth Spectrum from a Dealer perspective. Should be familiar with Bloomberg and basic functionalities (EMSX, PORT functions etc) Research and analytics The experience you bring (Educational Qualification/Experience) : Minimum Graduate / Post Graduate/ CA/ CFA Minimum 3-5 years of work experience in equity dealing in PMS. Some work experience in equity research is desirable. Strong desire/inclination to extend profile from equity dealing to equity research/portfolio management. Certification/s (role based): Having cleared one of these certifications is desirable (Not Mandatory): NISM-Series-XXI-B: Portfolio Managers Certification NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/

AVP& Channel Head-Retail Sales

Kolkata, West Bengal, India

0 years

None Not disclosed

On-site

Full Time

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 you're 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 Job Responsibilities: The Role is responsible for leading and driving the sales and distribution strategy for the assigned state in line with the company’s overall business objectives. This role involves managing a team of sales professionals, building and maintaining relationships with key stakeholders, developing markets, enhancing market share as well as taking care of distributor learning across funds and various investment products on offer, ensuring compliance with regulatory requirements, and achieving targeted sales growth. Also Contributing to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets for Invesco Asset Management (India) Pvt. Ltd. Key Accountabilities Build and maintain strong relationships with key clients, distributors, and stakeholders in the region. Coach and mentor team members to achieve their sales targets. Negotiate prices and delivery times within limits of authority, and conclude sales orders to meet revenue targets Identify, research, and contact prospective customers and build positive relationships that will generate future sales and repeat business. High standards of ethical conduct and a strong understanding of regulatory compliance. Develop long-term sales plans for key customers and accounts and monitor and adapt sales activities so that these objectives are met. Establish annual, quarterly, monthly, or weekly sales plans and prioritise and schedule own activities so these targets are met. Educational Qualifications & Experience Graduate/ Postgraduate with valid AMFI/ NISM certification. At least 10-15yrs of MF experience Personal Characteristics & Behaviours Since the guy will be responsible for managing APT team, experience on handling people will be required. This person should be able to handle the top end wealth distributors along with Team , hence the presentability, communication skills and hold on content will be critical attributes .The APT sales team (across Retail channels) will be reporting to him and hence number of years of work should be addressed accordingly. 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: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/

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