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Team Member

1 month ago

Bengaluru, India Axis Mutual Fund Full time

Job Purpose:
• Plan and drive customer engagement for identified partners
• The role entails to support the partners in day to day operations and ensuring marketing compliance and service deliverables are processed within the given time lines and enable tracking & reporting of business KPIs for the partnership team
• Develop sales and marketing plans and support implementation for the same for assigned partnerships
• Create monthly online and offline activities for engagement with partners and end customers to grow Axis MF brand on the partnership platforms and create superior consideration for Axis MF products amongst end customers

Job Role:
1. Partner platform communication
a. Managing platforms like Fisdom and Invezta
i. Creating online and offline communication plans for intermediaries and end customers
ii.Hosting branded content on platform post approval from client
iii.Aiding the team to create branded content
iv.Promoting content on the platforms
b. Creating upsell and cross sell opportunities on Partner Platforms
c. Arrange training and skill enhancement needs for Partner employees and feet on street
d. Customer operations
i. Liaise with the customer service, operations and Karvy teams to ensure that Axis MF
consumers have best experience
ii. Ensure that there are no operational breaches in terms of TATs for unit allocation,
redemption requests etc.
iii. Ensure legal and compliance requirements for partner onboarding or new business set up
is closed within timelines

2. MIS and reporting
a. Create Weekly dashboard for the business
b. Work on adhoc MIS requirements to support the team
c. Create reports for management reviews
d. Track health of business – persistency etc for partners’ business

3. Billing and payouts
a. Monitor with brokerage and finance team payouts for partners
b. Maintain reports for the same
c. Ensure compliance in billing and reporting

Education Qualification & Experience
Graduate/Post Graduate with 2-4 years of experience
NISM VA Certified

Personal Attributes:
• Worked in an B2B relationship role before – understands key metrics and operations that impact relationship
• Comfortable with modern fintech platforms
• Worked in maintaining and reporting business MIS

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