Branch Manager - Retail Sales

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.

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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/