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Wealth Relationship Manager

4 months ago

Vadodara, India Axis Mutual Fund Full time

fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to transition from transactional investing for quick gratification to investing for fulfilment of critical life goals. Thus, our endeavour is to offer a basket of investment solutions which helps customers create a financially independent & happier tomorrow. Our recent accolades: • Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 - Silver Award • Morningstar Awards 2022: Best Fund House: Equity, Debt & Overall • Outlook Money Awards 2021: GOLD in Equity AMC of the Year 2021 • World Leadership Congress & Awards 2022: Business Transformation Leadership Awards – Digital Transformation Project (Mobile App) Why Join Us? At Axis, our constant endeavour is to provide a career path for job seekers which is laden with learning & winning. We foster a culture where success is celebrated. We’re looking for an enthusiastic individual who can mobilize the funds through the assigned channel by ensuring maximum market share for Axis Mutual Fund schemes. What you will Do? • Drive sales initiatives and generate revenue by managing the channel partners and increasing Axis MF market share. • Communicate and update the channel partners proactively about existing fund performance & USP’s and of new product launches. • Ensure timely coverage for all existing relationships assigned resulting into effective communication about Axis Mutual Fund & its schemes. • Train channel partners on different MF & alternate products. • Manage existing & potential Private Wealth Channel relationships to increase allocation to Axis products. • Channel Engagement & promotional activities. • Identify areas for enhancement, propose innovative solutions, and suggest process improvements. • Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate data findings and recommendations to channel partners What makes you a Great Fit? • Postgraduate/ graduate with 4-6 years of experience. MBA/CA/CFA/CFP preferred. • Excellent communication skills and presentability. • Proven track record in sales success. • In-depth understanding of Debt/Equity Mutual Fund industry & alternate products. • Excellent networking skills. • Ability to leverage social media platforms and other digital marketing channels to identify and connect with channel partners to promote product offerings. • Past experience of handling private wealth counters will be an added advantage. • NISM XXI A Certification (mandatory before joining). • NISM V-A Certification (mandatory before joining). • Knowledge about mutual fund & alternate products regulatory environment. • Open to local commute