Senior Relationship Manager

3 days ago

Ahmedabad, Gujarat, India Axis Mutual Fund Full time

Job Title: Senior Relationship Manager – Wealth & PCG

Department: Sales, Wealth & Family Office

Position Grade Range: Basis eligibility and evaluation

Location: Ahmedabad

Who we Are?

Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility.

Our success is built on three founding principles:

  • Long Term Wealth Creation
  • Customer-Centric Approach
  • Sustainable Relationships

Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of investment solutions to help customers achieve financial independence and a happier tomorrow.

Our recent accolades:

  • Great Place to Work Certification (Feb 2024- Feb 2025)
  • 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)

Key Responsibilities:

  • Drive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share.
  • Product Understanding: Understand client financial goals, risk tolerance, and investment preferences.
  • Relationship Management: Manage existing and potential Private Wealth Channel relationships. Work to increase their allocation to Axis products by understanding their needs and providing tailored solutions.
  • Channel Engagement: Organize and participate in engagement and promotional activities to strengthen relationships with channel partners.
  • Proactive Communication: Regularly communicate and update channel partners about the performance and unique selling propositions (USPs) of existing funds, as well as new product launches.

What makes you a Great Fit?

  • Bachelor's degree in Finance, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFA) is a plus.
  • Proven experience in sales and relationship management, preferably within the asset management or financial services industry.
  • Strong understanding of investment products, market dynamics, and regulatory requirements.
  • NISM VA & XXI A Certified
  • Excellent communication, negotiation, and relationship-building skills.

"Axis AMC is an equal opportunity employer, committed to fostering an inclusive and diverse workplace."

  • Senior Client Relationship Manager

    2 days ago

    Ahmedabad, Gujarat, India beBeeAccount Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Key Account Manager: EventsMaximus Events seeks a seasoned professional to manage client relationships, drive business growth, and deliver exceptional event solutions.The ideal candidate will have extensive experience in leading client servicing teams, building long-term partnerships, and ensuring client satisfaction across large-scale events, MICE, and...

  • Senior Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India JM Financial Asset Management Ltd Full time

    About the Role We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 5-8 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products....

  • Capital Markets Relationship Manager

    3 days ago

    Ahmedabad, Gujarat, India beBeeRelationship Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Job Title: Senior Relationship Manager - Capital Markets">Our organization seeks a skilled and experienced professional to join our team as a Senior Relationship Manager - Capital Markets. This role requires strong relationship-building skills, financial acumen, and the ability to drive deals from mid-to-late sales stages to closure.Key...

  • Relationship Manager

    1 week ago

    Ahmedabad, Gujarat, India Invoicemart Full time

    We have an opportunity for Relationship Manager & Client Relationship Manager - at Ahmedabad & Pune location with INVOICEMART - A.Treds. A.TREDS Limited (a group company of Axis

  • Relationship Manager

    2 days ago

    Ahmedabad, Gujarat, India beBeeCustomerService Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Role Overview:This is a full-time remote position that involves managing and nurturing professional relationships with clients, addressing customer inquiries, and delivering exceptional customer service.Key Responsibilities:Client Relationship ManagementFinancial Document AnalysisCustomer Service Follow-upsSales Strategy CoordinationRequired...

  • Senior Client Relationship Manager

    3 days ago

    Ahmedabad, Gujarat, India beBeeClient Full time ₹ 1,04,000 - ₹ 1,30,878

    Key Client ManagerThis role involves developing and maintaining strategic relationships with key clients, identifying business growth opportunities, and driving revenue expansion through the delivery of exceptional services.We are seeking a highly skilled Key Client Manager to join our team. As a trusted advisor, you will be responsible for building and...

  • Relationship Manager

    3 weeks ago

    Ahmedabad, Gujarat, India AV Global Advisory Services Full time

    Relationship Manager - Mid Managing existing relationships of the bank which includes preparation of annual proposals, interacting with credit team for sanctions, preparation and execution of loan documents, dealing with internal and external legal for mortgages.- Large emphasis and importance is on sourcing new relationships for the bank, both on the asset...

  • Senior Manager of High Net Worth Relationships

    2 days ago

    Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000

    The Wealth Management Unit Head is a senior leadership role that oversees a team of Wealth Managers. The primary responsibility is to drive business growth by acquiring and managing high net worth individuals (HNI) and ultra high net worth individuals (UHNI) relationships, delivering strategic investment solutions, and ensuring exceptional client...

  • Senior Manager

    5 days ago

    Ahmedabad, Gujarat, India beBeeTalent Full time ₹ 18,00,000 - ₹ 25,50,000

    Senior Manager - Talent Management RoleWe are seeking an accomplished Senior Manager to lead our Talent Development team.The ideal candidate will have a proven track record of driving organizational strategy and executing people-related initiatives.Main Responsibilities:BUILD STRONG RELATIONSHIPS WITH SENIOR BUSINESS LEADERS TO OFFER THOUGHT LEADERSHIP ON...

  • Client Relationship Director

    2 days ago

    Ahmedabad, Gujarat, India beBeeStrategic Full time ₹ 12,50,000 - ₹ 22,50,000

    Senior Client Services ManagerThis role involves managing senior client relationships across various industries, including FMCG and consumer brands.Key Responsibilities:Develop strategic plans to meet client objectivesCollaborate with internal teams to deliver integrated solutionsManage account finances and budgetsProactively identify business growth...