Company Description Invesco Asset Management (India) Private Limited serves the investment needs of domestic and global investors, including individuals, corporates, and institutions, through mutual funds and sub-advised portfolios. With an average asset base of over INR 1,55,368 crores (for the quarter ending March 2026), the firm offers a diversified product portfolio managed by specialized teams to deliver balanced performance. Invesco is committed to providing high-quality financial care and service, supported by sustainable business models that respond to rapidly changing market conditions. Applicants can expect to work with best-in-class investment products that leverage Invesco's global resources and expertise. For regulatory information, including SEBI registration details, candidates can refer to the company's website.

Role Description The Relationship Manager is a full-time, on-site role based in Jalandhar, responsible for developing and managing relationships with individual and institutional investors, distributors, and key partners. The role involves understanding client investment needs, presenting suitable mutual fund solutions, and explaining product features, performance, and risk profiles. The Relationship Manager will conduct regular client meetings, follow-ups, and portfolio review discussions to drive business growth and ensure high levels of client satisfaction. Daily activities include tracking market trends, coordinating with internal product and operations teams, preparing sales reports, and ensuring compliance with regulatory and company policies.



The role also involves organizing and participating in investor awareness programs, marketing initiatives, and local business development activities to expand the client base.

Qualifications

- Strong client relationship management and customer service skills, with the ability to build trust, manage expectations, and provide proactive support.
- Sales and business development capabilities, including prospecting, negotiating, closing transactions, and achieving mutual fund distribution and AUM targets.
- Solid understanding of financial markets, mutual funds, investment products, and basic portfolio concepts; ability to interpret and explain performance and risk.
- Effective communication and presentation skills, including explicit verbal and written communication and comfort with group presentations or investor meets.
- Analytical and planning skills, such as tracking market developments, analyzing client portfolios, preparing reports, and organizing outreach activities.
- Proficiency in MS Office (Excel, PowerPoint, Word) and CRM or sales tracking tools; ability to maintain accurate records and documentation.
- Bachelor's degree in finance, commerce, business, economics, or a related field; a postgraduate qualification or relevant certifications (e.g., NISM mutual fund certification) are an advantage.
- Prior experience in asset management, mutual fund distribution, banking, or financial services sales is preferred, particularly in relationship-focused roles.
- Demonstrated ability to work independently in the field while

📌 Relationship Manager (Jalandhar)
🏢 Invesco Asset Management (India) Private
📍 Jalandhar